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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, 14 January 2022

1 piece
Loup TV 125: Epic Needles Apple; Second Life Gets Second Life; Cybertruck Pushed to 2023

Thursday, 13 January 2022

1 piece
Coinbase Acquires FairX; Facebook’s Latest with Regulators; Apple TV+ MLB?

Wednesday, 12 January 2022

2 pieces
Take-Two’s Big Mobile Bet
Loup TV 123: Apple’s Take Rate Pressure; EV Momentum Continues

Tuesday, 11 January 2022

1 piece
Loup TV 122: Apple App Store Powers Higher; New Apple Car Patents; Take-Two Acquires Zynga

Monday, 10 January 2022

1 piece
Loup TV 121: FSD Price Increase; Theranos’ Ethics of “Fake It Till You Make It”

Friday, 7 January 2022

1 piece
Loup TV 120: Facebook’s VR Bet; GameStop Goes ETF; Chrysler’s EV Hail Mary

Thursday, 6 January 2022

1 piece
Loup TV 119: Fed Roulette; What’s New on the EV Market; Amazon-Stellantis Deal; Sony Announces PSVR 2

Wednesday, 5 January 2022

1 piece
Loup TV 118: Blackberry Tech Addiction, Google Dodges Regulation, OpenSea Raises $13.3B

Tuesday, 4 January 2022

1 piece
Loup TV 117: Apple Embarks on Its Next Trillion

Monday, 3 January 2022

2 pieces
How We Invest in Disruption: The Loup Frontier Tech Index
Loup TV 116: Tesla’s Impressive December Delivery Numbers

Friday, 31 December 2021

2 pieces
Loup TV 115: 2022 Tech Predictions Deep Dive
Loup’s 2022 Tech Predictions

Wednesday, 29 December 2021

1 piece
Loup TV 114: Tesla Update (V11)

Thursday, 23 December 2021

2 pieces
Loup TV 113: Dorsey’s Entertaining Web 3.0 Comments
Web 3.0 Is Foundational to the Metaverse

Tuesday, 21 December 2021

2 pieces
Apple’s Holiday Quarter Supply Chain Impact Is Becoming More Clear
Loup TV 111: Tracking Opendoor’s Progress

Monday, 20 December 2021

1 piece
Loup TV 110: How Long Is This Tech Stock Chaos Going to Last?

Monday, 13 December 2021

1 piece
Apple’s $3T Milestone Is a Nod That Its Best Days Are to Come

Thursday, 9 December 2021

1 piece
An Open Letter to Twitter’s New CEO

Wednesday, 8 December 2021

1 piece
Loup Frontier Tech Benchmark: November 2021

Monday, 29 November 2021

1 piece
Apple’s Cyber Monday Lead Times Show Supply Remains Tight

Thursday, 25 November 2021

1 piece
2021 Loup Holiday Gift Guide

Wednesday, 24 November 2021

1 piece
Apple Demand High, Supply Tight Entering Holiday Buying Window

Friday, 19 November 2021

2 pieces
Gene and Andrew Test Drive Tesla FSD Beta 10.3.1
Apple Car Would Be In Apple’s Wheelhouse

Friday, 12 November 2021

2 pieces
Opendoor Cautiously Steps Through an Open Door
Rivian Melds Scarcity Value with Theme Investing

Thursday, 4 November 2021

1 piece
Zillow Wouldn’t Kill The Golden Goose

Monday, 1 November 2021

2 pieces
Loup Frontier Tech Benchmark: October 2021
Enjoy Tryout Passes The Test

Friday, 29 October 2021

1 piece
Apple: Stripping Out The Noise Reveals Sustainable Growth Trend

Thursday, 28 October 2021

1 piece
Loup TV 108: Facebook’s Name Change Is a Big Deal

Wednesday, 27 October 2021

1 piece
Apple & Amazon Read From Google, Microsoft & Twitter Results

Tuesday, 26 October 2021

1 piece
Apple Preview: Outsized Demand Wrestles With Undersized Supply

Thursday, 21 October 2021

1 piece
Tesla Makes it Look Easy

Monday, 18 October 2021

1 piece
Apple’s Beating Intel At its Own Game

Thursday, 14 October 2021

1 piece
Gender and Race Don’t Matter in the Metaverse
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