Deepwater Asset Mgmt

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The latest theses, insights, and blog posts from Deepwater Asset Mgmt

Investing in xAI

May 28, 2024

Investing in Digs

May 23, 2024

Deepwater’s 2024 Predictions

December 27, 2023

Rise of the Creator

October 26, 2023

The AI Bubble Playbook

October 17, 2023

The Valuation Playbook

August 30, 2023

AI is Awful

August 16, 2023

Amazon Is More Than AWS

April 28, 2023

Tesla’s Down but Not Out

January 07, 2023

Deepwater’s 2023 Predictions

December 29, 2022

Loup’s 2023 Predictions

December 28, 2022

2022 Loup Holiday Gift Guide

November 23, 2022

Asking the Best Questions

October 10, 2022

Battery 101: The Anode

September 30, 2022

Battery 101: The Cathode

September 23, 2022

AI Day Primer

September 02, 2022

Tech Layoffs Continue

July 14, 2022

CarPlay Meets Payments

July 08, 2022

Google I/O 2022

May 11, 2022

Loup TV 142: The Week Ahead

February 06, 2022

Loup TV 137: The Week Ahead

January 30, 2022

Take-Two’s Big Mobile Bet

January 12, 2022

Loup’s 2022 Tech Predictions

December 31, 2021

2021 Loup Holiday Gift Guide

November 25, 2021

Enjoy Tryout Passes The Test

November 01, 2021

Tesla Makes it Look Easy

October 21, 2021

The $1 Trillion NFT Market

September 24, 2021

Apple App Store Policy Roadmap

September 02, 2021

Everything Is a Remix

August 20, 2021

Previewing WWDC 2021

June 02, 2021