#deepwaterassetmanagement

  1. OpenAI Chief Scientist That Quit Months After Participating In Coup Against Sam Altman, Likely To Join Elon Musk's xAI, Says Gene Munster: 'There's A 60% Chance'

    By Ananya Gairola OpenAI ‘s chief scientist Ilya Sutskever , who announced departure from his post on Wednesday, might now be heading to Elon Musk’s xAI , according to Deepwater Asset Management ‘s managing partner, Gene Munster . What Happened : Munster took to X , formerly Twitter , and
  2. Google Is 6 Months Behind ChatGPT-Parent OpenAI In Artificial Intelligence But 'About 5 Years Ahead Of Everyone Else,' Says Gene Munster

    Google ‘s parent company, Alphabet Inc. (NASDAQ: GOOGL ) (NASDAQ: GOOG ), is making significant strides in artificial intelligence, according to a top analyst. What Happened : Gene Munster , a tech analyst at Deepwater Asset Management , shared his insights on Google’s I/O 2024 keynote in
  3. Google's Search Business Could Be Challenged By OpenAI, Says Gene Munster: 'It's A Function Of Time'

    Gene Munster , a prominent tech analyst, at Deepwater Asset Management has predicted that OpenAI could pose a significant challenge to Alphabet Inc ‘s (NASDAQ: GOOGL )(NASDAQ: GOOG ) Google in the search business, despite its ties with Microsoft Corp (NASDAQ: MSFT ). Munster’s forecast c
  4. 'Biggest Upgrade In Siri's 13-Year History:' Top Analyst Strikes Bullish Note On Apple Inching Closer To Powering Its Virtual Assistant With OpenAI's ChatGPT

    By Rounak Jain Apple Inc. (NASDAQ: AAPL ) inching closer to a partnership with OpenAI has excited Deepwater Asset Management's Gene Munster about the potential this deal holds for the iPhone maker. What Happened: Prominent Apple bull Munster thinks that integrated Microsoft Corp.-bac
  5. Prominent Apple Bull Reveals Surprise Takeaway From Apple's iPad Launch: Tim Cook's AI Ambitions Now 'Lot Faster...With Announcement Of M4 Chip'

    By Rounak Jain Prominent tech analyst Gene Munster has observed a "surprise takeaway" from Apple Inc.'s (NASDAQ: AAPL ) iPad launch event on Tuesday where the company unveiled the M4 chip. What Happened: Munster took to X , formerly Twitter , on Tuesday to express his thoughts on the s
  6. Gene Munster's Take On Apple's Q2 Beat, June Quarter Guidance: 'Things Get Easier For Apple In The Back Half Of Year'

    By Shanthi Rexaline Apple, Inc. (NASDAQ: AAPL ) reported fiscal year 2024 second-quarter results that exceeded muted expectations and its stock launched into a relief rally, with the upside also attributable to the shareholder returns it announced. Deepwater Asset Management’s Gene
  7. NYT Vs. OpenAI: 'SPAC King' Palihapitya Warns Of 'Difficult Time' For LLMs, Munster Predicts Supreme Court Showdown

    By Shanthi Rexaline The New York Times Co (NYSE: NYT ) has filed a lawsuit against ChatGPT-maker OpenAI and Microsoft Corp . (NASDAQ: MSFT ), alleging the unauthorized use of copyrighted content by AI. Venture capitalist and SPAC sponsor Chamath Palihapitiya , along with Gene Munster fro
  8. Why Munster Thinks Google Antitrust Lawsuit Over Search Business Is 'Net-Neutral' To 'Positive' For Apple

    By Shanthi Rexaline The Department of Justice’s antitrust lawsuit against Alphabet, Inc. (NASDAQ: GOOGL ) (NASDAQ: GOOG ) regarding its search business may not hurt Apple, Inc. (NASDAQ: AAPL ), according to Deepwater Asset Management’s Gene Munster. What Happened: The DOJ has taken cudge
  9. Munster Warns Apple's 'Wonderlust' Event 'May Fall Flat' If Expectations Are Heavy — Outlines 3 'Material' Updates

    By Shanthi Rexaline On the eve of Apple, Inc.'s (NASDAQ: AAPL ) "Wonderlust" iPhone 15 launch event, Deepwater Asset Management Managing Partner Gene Munster shared his take on what to expect from the event. What Happened: The event may “fall flat” for some investors looking for a su