
Pressure Points
Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics.
Deepwater Asset Management
Show overview
Pressure Points has been publishing since 2023, and across the 3 years since has built a catalogue of 121 episodes. That works out to roughly 15 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run under ten minutes — most land between 6 min and 9 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 6 days ago, with 31 episodes already out so far this year. The busiest year was 2025, with 43 episodes published. Published by Deepwater Asset Management.
From the publisher
Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com
Latest Episodes
View all 121 episodesPressure Points: Apple's "Surprise and Shine" Event
Pressure Points: Nvidia July Quarter Earnings
Pressure Points: Intel's June Quarter Earnings
Pressure Points: AI Trade Update: Google/Tesla Earnings
Pressure Points: Google’s June Quarter Earnings
Pressure Points: Tesla’s June Quarter Earnings
Pressure Points: Tesla June Quarter Preview
Pressure Points: Tesla's June Quarter Deliveries
Pressure Points: Micron 3Q'26 Earnings
Pressure Points: WWDC Keynote 2026
Pressure Points: NVIDIA 1Q'27 Earnings
Pressure Points: Apple 2Q'26 Earnings
Pressure Points: Hyperscalers Double Down on AI Capex
Pressure Points: Meta 1Q'26 Earnings
Pressure Points: Google 1Q'26 Earnings
Pressure Points: Microsoft 3Q'26 Earnings
Pressure Points: Amazon 1Q'26 Earnings
Pressure Points: Tesla 1Q'26 Earnings
Pressure Points: Tim Cook Stepping Down as Apple CEO

Pressure Points: SpaceX IPO & Sovereign AI
For the deep dive on our SpaceX Is Building the World’s First Sovereign AI thesis, check out Doug Clinton and I on Pressure Points. 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