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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 ↗

Wednesday, 7 February 2024

1 piece

48 Hours With Vision Pro: Our Thesis on Spatial Computing

Friday, 2 February 2024

2 pieces

China Clouds Shroud Apple’s Progress

Developers Will Ensure Vision Pro Goes Beyond Gaming

Thursday, 25 January 2024

1 piece

Tesla’s Dark Chapter Will Test Investor Patience

Friday, 19 January 2024

1 piece

Tesla Preview: Margins Stabilize in 2024, Competitive Lead Expands

Thursday, 11 January 2024

1 piece

Meta’s AI Masterplan Is About the Next Billion Users

Friday, 5 January 2024

1 piece

2024: The Year of AI-Powered Stock Picking

Wednesday, 27 December 2023

1 piece

Deepwater’s 2024 Predictions

Friday, 22 December 2023

1 piece

Infinite Intelligence > Superintelligence

Monday, 11 December 2023

1 piece

Gemini’s a Powerful Reminder Google is in the AI Race

Wednesday, 6 December 2023

1 piece

The Long and Short of Investing with AI

Tuesday, 5 December 2023

1 piece

2023 Deepwater Holiday Gift Guide

Friday, 1 December 2023

1 piece

Cybertruck Is a Niche Product Today that Reinforces Tesla’s Lead

Wednesday, 29 November 2023

1 piece

Amazon Cyber Monday Discounts Are Less Attractive at Second Glance

Wednesday, 22 November 2023

1 piece

Nvidia’s Data Center Segment Growth Will Continue, Because AI Is Just Getting Started

Thursday, 9 November 2023

1 piece

In Big Auto’s Slow Move to EVs, Tesla Gains an Advantage

Friday, 3 November 2023

1 piece

Apple’s Profitable Flywheel is Rock Solid

Thursday, 26 October 2023

1 piece

Rise of the Creator

Friday, 20 October 2023

1 piece

Netflix Pulls Levers and Hits the Jackpot, But Long-Term Remains Unclear

Thursday, 19 October 2023

1 piece

Tesla’s Dark Chapter Will Likely Last a Year, Then Things Brighten

Tuesday, 17 October 2023

1 piece

The AI Bubble Playbook

Tuesday, 10 October 2023

1 piece

Tesla Preview: Margins Soften in September Before Expanding in December

Thursday, 5 October 2023

1 piece

Vision Pro Will Be a Hit—Once the Apps Show Up

Tuesday, 3 October 2023

1 piece

Meta App Subscriptions Would Move the Revenue Needle

Friday, 29 September 2023

1 piece

Rumors of Jony Ive Working With Sam Altman on AI Device Deserve Attention

Wednesday, 27 September 2023

1 piece

Meta Connect Showcases Gap With Apple and New AI Tools That Will Win User Attention

Monday, 25 September 2023

1 piece

India Is Starting to Help Apple Diversify Its Production

Friday, 22 September 2023

1 piece

iPhone 15 Upgrade Experience Underscores Apple Is a Consumer Staples Company

Thursday, 21 September 2023

1 piece

Battle of the AI Stock Pickers: ChatGPT vs Bard vs Claude

Thursday, 14 September 2023

1 piece

Tesla’s the Winner in Big Auto Labor Talks

Tuesday, 12 September 2023

2 pieces

iPhone 15 Is Enough to Return Apple to Growth

Assessing the IPO Window with the Deepwater IPO Index

Friday, 8 September 2023

1 piece

iPhone China Ban Is Largely Immaterial

Wednesday, 6 September 2023

1 piece

We Know the IPO Window Is Open. The Real Question Is How Wide?

Thursday, 31 August 2023

1 piece

3 Takeaways from Instacart’s S-1

Wednesday, 30 August 2023

1 piece

The Valuation Playbook

Tuesday, 29 August 2023

1 piece

With New $1B Raise, Redwood Is the Most Promising Company in Battery Tech

Friday, 25 August 2023

1 piece

NVIDIA’s Growth Is Sustainable Through 2025

Monday, 21 August 2023

1 piece

Show ChatGPT the $$$: Monetizing AI Chat

Wednesday, 16 August 2023

1 piece

AI is Awful

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