EPISODE · Jun 16, 2025 · 31 MIN
Ep3: Apple's AI Investment Case
from DeepTech · host Deepwater Asset Management
Gene and Doug discuss the investment outlook for Apple, particularly in relation to AI developments following WWDC. They analyze the company's performance, expectations for Siri, and the potential impact of AI on Apple's device ecosystem. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Embed this episode
NOW PLAYING
Ep3: Apple's AI Investment Case
0:00
31:43
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
איך פותרים את זה?
בן סהר
מדברים בגובה העיניים עם חוקרים ויזמים על הבעיות הסביבתיות הגדולות של ימינו והטכנולוגיות שמנסות לפתור אותן.מארחים חוקרים מהאקדמיה שמציגים בעיה סביבתית מסוימת ויזמים טכנולוגים שמנסים שפותרים אותה.המטרה היא להנגיש את השילוב בין עולמות האקדמיה, הסביבה והטכנולוגיה עם דגש עסקי על הקשיים והאתגרים בהקמת חברות בסקטורים האלה.העולמות שאנחנו מדברים עליהם בין השאר:1.קיימות2. טכנולוגיה ירוקה3.משבר האקלים5. אנרגיה מתחדשת. DeepTech (דיפ-דק)6. Agtech (אג-טק) 7. Advanced Material Design8. FoodTech (פוד-טק)9. ConTech10. Cleantech (קלין-טק)
Innovation Matters
Anthony Schiavo
The world needs more and better innovation to solve climate, waste, and health problems in an increasingly tumultuous and uncertain world - not just the latest app, gadget, or software, but real deeptech innovation in energy, manufacturing, agrifood, resources, and more. In this podcast sustainable innovation experts Anthony Schiavo, Mike Holman, Karthik Subramanian, Amy Huras, and Alina Strugut from Lux Research analyze the latest news and interview world leading experts to navigate the technological, economic, political, and social trends that will determine what innovations succeed or fail. The opinions expressed are those of the hosts and guests, and do not reflect the views of Lux Research.
The CEO Retort with Tim El-Sheikh
Athmetric
Bringing real experts and forward-thinkers out of the clickbait shadows for greater knowledge, purpose, and performance. The CEO Retort is a thought-provoking podcast that features leading experts, entrepreneurs, authors, journalists, and thinkers scrutinising how science, business, health, politics, technology, and AI influence our lives.Hosted by Tim El-Sheikh — a serial deeptech and AI entrepreneur since 2002, one of the first-generation AI pioneers at Google Campus London, a biomedical scientist, and ex-pro athlete. He is currently at the frontier of human-centric Augmented Intelligence.
FedTech's Podcast
FedTech Ventures
FedTech's Podcast covers venture capital, entrepreneurship, and innovation. We interview the movers and shakers in corporate and federal innovation and focus on DeepTech.
Frequently Asked Questions
How long is this episode of DeepTech?
This episode is 31 minutes long.
When was this DeepTech episode published?
This episode was published on June 16, 2025.
Can I download this DeepTech episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!