Andrew Murphy
@ahmurphy
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Managing Partner @deepwatermgmt. Views/opinions are personal and are not investment advice.
Joined September 2008
Everything about this would make Steve Jobs smile. He would be thrilled to see Jony taking on new, important work, now as a mentor of one of the world’s most promising entrepreneurs. And I think Jobs would even give a wry smile at Jony’s rebellious move to do it outside of Apple.
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Every now and again, innovators share a look behind-the-scenes. Jony Ive's track record is second to none (Mac, iPod, iPhone, iPad). So, I followed the breadcrumbs in Sam Altman and Jony Ive's recent letter to see what the future may hold. https://t.co/tBPk0RPd9U
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Big news: Invisible (a Deepwater portfolio company) hired a new rockstar CEO, Matt Fitzpatrick. Formerly, he was a senior partner and global head of QuantumBlack Labs at McKinsey. If you don’t know QuantumBlack, it’s 1k engineers that help large companies build AI into their
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Happy Thanksgiving! We shared this note with @deepwatermgmt investors earlier today. May your holiday be filled with love and trust.
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Excited to announce @PaymanAI has raised a $3M pre-seed to pioneer AI to Human Payments! 🤖 + 🧑🏽 We’re proud to be backed by @Visa, @cbventures, @BoostVC, @deepwatermgmt, @SpartanGroup, @UntappedVC, @TheoryForgeVC and other awesome investors! With Payman, AI can pay humans to
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As Vision products gets thinner, lighter, and even more capable, those use cases will emerge. It’s not a question of ‘if’, but a question of ‘when’ and ‘how big’ spatial computing will become.
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Let’s not forget that “app” is short for “application” and the incremental application of this technology isn't as clear as it was when I got my first iPhone - useful in brand new ways on day one. For me, Vision Pro is more akin to my iPad, which I don’t use all that much.
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Even the magical new visionOS software paradigm will limit Vision Pro's utility. Apple crushed eye tracking and gesture recognition, but the app ecosystem is nascent.
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Despite cutting edge hardware, trade-offs will limit early adoption: price, weight, battery pack, prescription lenses, other vision issues, and challenges sharing the magic with others.
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On the spectrum of the revolutionary products we've seen from Apple, Vision Pro lands somewhere the middle. I'm convinced that Vision products will be bigger than Apple Watch (5% of Apple revenue), smaller than iPhone (50%), and similar to iPad (10%) within the next decade.
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I spent 48 hours with Apple Vision Pro to stress test my thesis on investing in spatial computing. Here’s my take. 🧵 https://t.co/UPMfClNhLD
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AI is the next paradigm shift and its impact on global GDP could be two times the impact of the internet and three times the impact of mobile, in half the time.
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Artificial intelligence is the next consensus paradigm shift in tech, but it is riddled with potential issues We’re optimistic about a future with AI, but in our 2023 Rising TIDE report we examine both sides of the coin.
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We spend ~1 hr/day driving. Automation + electrification will revolutionize a $3T market and enable us to reallocate that time which could have a meaningful impact on productivity and quality of life. Our Rising TIDE deck has more.
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Efficiency is time, and time is the one true currency; innovation in pursuit of efficiency is the most powerful underlying force in the creation of persistent growth. Learn more about tech enablers for the next wave of efficiency-driven innovation 👇 https://t.co/BorTZLhFwR
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Excited to share @deepwatermgmt’s inaugural report on where the world is going.
Tech companies don’t sell products, they sell time. This is the basis for our inaugural 2023 Rising TIDE report that identifies tech enablers of innovation that drives efficiency. Check out the report here to learn more.
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Big news. We’re rolling out a new name and a new brand today: Deepwater Asset Management.
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