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Deepwater Asset Mgmt

Deepwater Asset Mgmt is a venture capital blog and newsletter tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 383 posts published between May 2021 and July 2025.

383 posts indexed0 in the last 30 daysVisit site ↗

Thursday, 10 July 2025

1 piece

From Jobs to Cook: A Masterclass in Leadership Succession

Wednesday, 9 July 2025

1 piece

Despite EVs’ Headwinds, They’re Still the Future

Thursday, 3 July 2025

1 piece

Redwood Turns Used EV Batteries into Low‑Cost Power for AI Data Centers

Wednesday, 2 July 2025

1 piece

Tesla Deliveries Not as Bad as Feared; It’s Still All About Autonomy

Tuesday, 1 July 2025

1 piece

Apple’s Odds of Successfully Launching New Siri in 2026 Are Rising

Friday, 27 June 2025

1 piece

Our Testing Found That Siri Is a Search Tool, Not an AI Assistant

Thursday, 26 June 2025

1 piece

Tesla June Delivery Preview: Ugly Is OK

Monday, 16 June 2025

1 piece

Robotaxi is a Juicy Opportunity. How Much Juice?

Wednesday, 11 June 2025

1 piece

Apple Is on a Mission To Nail Siri

Friday, 6 June 2025

1 piece

Musk vs. Trump Drama Won’t Derail Robotaxi’s Potential

Tuesday, 3 June 2025

1 piece

WWDC Preview: Apple Still Has a Couple of Years to Get AI Right

Thursday, 29 May 2025

1 piece

Forget China — Nvidia’s Core Business Is Booming

Tuesday, 27 May 2025

1 piece

Nvidia Preview: Strong Fundamentals Amid Downward Revisions

Monday, 26 May 2025

1 piece

Reading Between the Lines of Sam Altman & Jony Ive’s Letter

Friday, 23 May 2025

1 piece

Ive Wants Us to Move Past the Screen: What It Means for Apple and Google

Tuesday, 20 May 2025

1 piece

Apple Appears Ready to Flex Its AI Model Muscles

Monday, 19 May 2025

1 piece

Search Will Be On Trial at Tomorrow’s Google I/O Event

Friday, 16 May 2025

1 piece

What March Earnings Reveal About AI’s Staying Power

Wednesday, 7 May 2025

2 pieces

Apple Has the Upper Hand When It Comes to the Future of Search

Google’s Golden Goose Is Ill

Friday, 2 May 2025

2 pieces

Apple Investors Should Sleep Well Knowing Cook Is in Charge

Deepwater AI Summit 2025

Thursday, 1 May 2025

1 piece

Meta’s AI Investment Are Paying Off

Wednesday, 30 April 2025

1 piece

Apple Preview: It’s All About The Long-Term

Tuesday, 29 April 2025

1 piece

Meta Preview: China Poses Near-Term Drag, But Long-Term Momentum Remains Strong

Thursday, 17 April 2025

1 piece

Tesla March Preview: 2025 Largely Doesn’t Matter

Thursday, 10 April 2025

1 piece

AI Fundamentals Remain White Hot

Friday, 4 April 2025

2 pieces

Deepwater Frontier Tech Spotlight: Confluent

2026 Marks the Inflection Point for Tesla

Tuesday, 1 April 2025

1 piece

What 355K March Deliveries Means for Tesla’s CY25 and CY26 Earnings

Friday, 28 March 2025

1 piece

Deepwater Frontier Tech Spotlight: Vertiv

Thursday, 27 March 2025

1 piece

To What Extent Does a 25% Auto Tariff Boost Demand for Tesla Deliveries?

Friday, 21 March 2025

1 piece

4 Takeaways from Nvidia’s GTC Keynote

Friday, 7 March 2025

1 piece

How We Invest in Disruption

Thursday, 27 February 2025

1 piece

We Should Believe Jensen’s Claim That Reasoning Increases Demand for Compute by 100x

Wednesday, 26 February 2025

1 piece

Apple’s Shareholder Meeting Becomes a Forum to Guide Investors

Monday, 24 February 2025

1 piece

Apple’s U.S. Investment is Stepping Up to Support AI and Avoid Tariffs

Friday, 21 February 2025

1 piece

Deepwater Frontier Tech Survey 2025

Wednesday, 12 February 2025

1 piece

Apple Intelligence in China Should Move The Growth Needle

Friday, 7 February 2025

1 piece

Investors Still Doubt That the AI Hardware Trade Is Alive and Well

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