This was a big night for AI. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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7:13
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7:13
Pressure Points: Meta Earnings June-25
META Pressure Point: For Zuckerberg, it’s all about superintelligence. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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6:39
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6:39
Pressure Points: Nvidia H20 Ban Reversal
The Nvidia H20 news is a tell for the AI buildout; We’re earlier in the than most think. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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6:42
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6:42
Pressure Points: Pace of Tesla's Autonomy
Now that Elon has inched up the Robotaxi bar, investors are recalibrating autonomy milestones. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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3:29
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3:29
Pressure Points: Apple Leadership Changes
Cook is the right person to lead Apple into AI. After that, the baton gets handed to Ternus. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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