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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 ↗

Friday, 11 August 2023

1 piece

Apple’s App Store Is an Important Part of Its Profitability — And It’s Not Changing

Thursday, 10 August 2023

1 piece

The Rising Tide of Efficiency: Tech Companies Don’t Sell Products, They Sell Time

Tuesday, 8 August 2023

1 piece

The Things AI Won’t Change

Friday, 4 August 2023

1 piece

Apple Setting up for Faster Growth in December

Friday, 28 July 2023

2 pieces

Google’s Evolution of Search Should Increase Engagement and Revenue Growth

Meta Is Positioned to Accelerate Growth

Thursday, 20 July 2023

2 pieces

What Would You Pay for Personalized AI?

Tesla Is Making the Right Decision to Invest in the Business

Wednesday, 12 July 2023

1 piece

Industrial Cybersecurity: The Battleground in Our Backyard

Monday, 10 July 2023

1 piece

A Trillion Dollar Market: Personal AI

Friday, 23 June 2023

1 piece

Understanding AI: LLM Basics for Investors

Friday, 9 June 2023

1 piece

Vision Pro Demo Review: Open-Ended Potential

Thursday, 8 June 2023

1 piece

Five (+1) AI Ideas from Five AI Leaders

Tuesday, 6 June 2023

1 piece

Apple Vision Pro’s Spatial Computing Is a Big Deal

Thursday, 1 June 2023

1 piece

Meta and Apple Can Will AR Into Reality

Friday, 19 May 2023

1 piece

Headsets Mean Little to Apple in the Near Term but a Lot Over The Long Term

Thursday, 11 May 2023

1 piece

Google Search Is Getting an AI Overhaul

Friday, 5 May 2023

1 piece

For Apple, It’s All About the Active Device Base

Wednesday, 3 May 2023

1 piece

Apple Preview: The Only Consumer Staple With AI Upside

Friday, 28 April 2023

1 piece

Amazon Is More Than AWS

Thursday, 27 April 2023

1 piece

Meta’s AI Roadmap Is Anchored in DAU Growth

Thursday, 20 April 2023

1 piece

A Tesla Razor-Razorblade Model Is Unlikely

Tuesday, 18 April 2023

1 piece

Changes to EV Tax Credits Postpone US Electrification Independence

Friday, 14 April 2023

1 piece

Everyone Is Talking About AI, Don’t Forget About the Metaverse

Wednesday, 29 March 2023

1 piece

Tim Cook Is a Master of Threading the Needle

Friday, 24 March 2023

1 piece

TikTok’s Challenges Are Bigger Than TikTok

Friday, 17 March 2023

1 piece

Big Tech’s AI Economic Benefit Curve

Thursday, 16 March 2023

1 piece

Zuckerberg is on a Mission to Save the Metaverse

Thursday, 9 March 2023

1 piece

Apple Shareholder Meeting: Two Observations and One Question

Thursday, 2 March 2023

1 piece

Tesla’s Master Plan 3: Details Are Vague, Leadership Is Clear

Thursday, 9 February 2023

1 piece

Redwood Materials Adds DOE Loan to Accelerate Growth

Friday, 3 February 2023

1 piece

Apple’s Results Foretell Sunnier Environment Will Return

Thursday, 26 January 2023

1 piece

Tesla is Well Positioned to Navigate an Economic Storm

Friday, 20 January 2023

1 piece

Google Will Respond to ChatGPT

Wednesday, 18 January 2023

1 piece

For Apple’s Revenue, Speed Is the Gift That Keeps Giving

Saturday, 14 January 2023

1 piece

Tesla Hammers its Margins and Competition

Friday, 13 January 2023

1 piece

Apple Read From TSMC: Expect Softness Followed by Strength

Saturday, 7 January 2023

1 piece

Tesla’s Down but Not Out

Thursday, 29 December 2022

1 piece

Deepwater’s 2023 Predictions

Wednesday, 28 December 2022

1 piece

Loup’s 2023 Predictions

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