Deepwater Asset Management
@deepwatermgmt
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Investing in where the world is going. Views/opinions are not investment advice. Social Media Disclosures: https://t.co/ITDQCbVNAd
Minneapolis, MN
Joined May 2016
Big news. We’re rolling out a new name and a new brand today: Deepwater Asset Management.
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I'm thrilled to announce that the Innovator Deepwater Frontier Tech ETF ($LOUP) has transitioned to an actively managed strategy. The fund targets companies at the frontier of tech innovation, with a focus on AI, fintech, AV/EVs, ambient computing, and robotics. Our goal is
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Deepwater is proud to back @_InfinityConst, the first AI-native holdco. Infinity pairs top operators with cutting-edge AI to build revenue-first businesses that scale fast. Congrats to @francispedraza, @bpothete, and the entire Infinity team on what you're building.
Hello, World! Infinity is now live as the first AI-native holdco backed by $17M from @freestylevc, @BackedVC, @deepwatermgmt, and BY Venture Partners. Founded within @InvTechInc, we pair top founders with the latest AI models to build revenue first businesses. Read more in
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They do things differently at @_InfinityConst and @InvTechInc. That’s why we’ve invested in both. Excited to see Infinity emerge from the shadows!
https://t.co/E89lbAht8T After years of building in the shadows, I’m thrilled to share @_InfinityConst's emergence from stealth today. Born from some of the most ambitious ideas within @InvTechInc, Infinity is the first AI-native HoldCo. Already with 8 startups generating $7M+
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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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We just dropped the latest episode of DeepTech Ep2 - Hype to Impact: AI's Next Chapter. @dougclinton and I break down key takeaways from our AI Summit, the long tail on $GOOG Search, and where we stand on investing in $TSLA. Full episode: https://t.co/Q39AZjNrB8
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DeepTech is back. @dougclinton and I go deep and discuss why, despite investors’ fears, AI is advancing at a blazing pace. Full episode: https://t.co/F2gwHOE5sl Also available on Spotify & Apple Podcasts
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On this week’s DeepTech315, @dougclinton and I discuss $AAPL's “Glowtime” iPhone 16 Launch and iPhone growth projections, OpenAI's new valuation, and OpenAI's new Strawberry model.
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We’re updating our US EV market forecast to reflect the EV Winter. The good news is Spring is coming. https://t.co/IhQV11k3vE
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On this week’s episode of DeepTech315, @dougclinton and I discuss $NVDA's performance, $AAPL's potential investment in OpenAI, and the potential growth of the iPhone driven by AI.
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On this week’s DeepTech315, @dougclinton and I talk about the real world applications of AI, the potential breakup of $GOOG, and $NVDA's upcoming earnings report.
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Conventional wisdom: AI is going to take human jobs. Contrarian view: AI is going to give humans jobs. To give us jobs, AI has to be able to pay us. Now it can. Let's go @PaymanAI.
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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Mag 7 earnings kicking off this week, with $GOOGL and $TSLA set to report tomorrow after the bell. @dougclinton gives his bullish outlook for the sector:
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GALVANICK Q2 UPDATE > V2 is ready to deploy > Major POC starts SOON > HIRING for many roles: Threat Hunter, Back End, and Government Lead (apply at link below) Investors/Supporters: I'll be sending out the in-depth reviews this evening and tomorrow.
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AI is a Pascalian wager for the megacaps. If a megacap decided to stop investing in AI, best case is saving ~$200b vs a $2t+ market cap. Worst case is missing an AI windfall of $100b’s/yr for competitors. That’s Pascalian hell. It’s not worth risking hell to slow down.
In the last few weeks Goldman, Sequoia, and Barclays have all put out equity research that says “the AI capex boom doesn’t make sense”. That feels like a pretty significant harbinger of a major sentiment shift.
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Huge hire by Rain. To build the AI future we dream of, we need more efficient chips. Compute in memory will be a part of that future. Rain is making it happen. Disc: Deepwater is invested in Rain. https://t.co/VvwDziSQgF
bloomberg.com
Rain AI has recruited an Apple Inc. chip executive to lead hardware engineering, the second high-profile hire this month for a startup trying to design a new type of semiconductor for artificial...
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“The challenge to me is, you have to be really patient, because we’re still really early in terms of this AI infrastructure build,” says @dougclinton of @deepwatermgmt. “You may have to wait several years before this hardware thing even starts to slow down.”
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Airplanes don’t flap like birds. Cars don’t run like cheetahs. Why do we think machines need to think like humans for AI to be a success?
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Do you think we’re in an AI bubble?
Are we in an AI bubble?
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Trying to find some mad scientists. Who are X accounts with: -- <10k followers -- Doing riveting experiments in either applied AI or health/fitness ???
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A brief story about a 500 year-old chapel in Scotland, timeless work, and investing in @xai: My wife and I visited Rosslyn Chapel this past week. It's called "The Church of the Holy Grail" because the grail is rumored to be buried below the chapel. Adding to the myth, a
Thrilled to report that Deepwater is an investor in xAI's recent round. Despite the lofty $24B valuation for what is effectively a startup, we are confident in the investment for four reasons: 1) We believe there will be about four primary proprietary foundation models that will
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