Investing in where the world is going. Views/opinions are not investment advice. Social Media Disclosures: deepwatermgmt.com/research-d…

Minneapolis, MN
We believe 2026 is the year for small caps. That's why we are excited to announce the launch of the Deepwater Beachfront Small Cap ETF. $DBSC aims to capture the return potential of small caps while avoiding the low-quality components that weigh down the Russell 2000. By selecting only the highest-quality companies, what we call the "beachfront" properties, DBSC delivers a disciplined and resilient form of small-cap exposure. To learn more, visit etfs.deepwatermgmt.com/dbsc Deepwater ETFs are distributed by Quasar Distributors, LLC @Nasdaq
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I'm thrilled to announce that the Innovator Deepwater Frontier Tech ETF ($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 simple: remain nimble in fast-moving, disruptive sectors while building on our seven-year track record. globenewswire.com/news-relea…
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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, @br3nnan, 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 @alexrkonrad's article in @UpstartsMediaCo: upstartsmedia.com/p/infinity…
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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!
upstartsmedia.com/p/infinity… 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+ in annualized revenue, we just raised a $12M seed round led by @mariabrw at @freestylevc, along with @BackedVC, @deepwatermgmt, BY Venture Partners, and leading angels. This round follows $5M in pre-seed capital invested by Invisible in 2023 & 2024. Many thanks to @br3nnan, Charlie Songhurst, @scottdownes, and so many others who helped make this a reality. Software was a technology, subscriptions became its business model. AI is a technology, what is the natural business model of AI? We believe both Enterprise SaaS & traditional Enterprise Services will be disrupted by a new business model: AI Process Platforms - pioneered by Invisible Technologies, Palantir Technologies & ServiceNow. The legendary @alexrkonrad of @UpstartsMediaCo breaks the news:
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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. deepwatermgmt.com/sam-jonys-…
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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: piped.video/watch?v=qoGFtz4X…
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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: piped.video/F1KpbZmKJKM 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. deepwatermgmt.com/updated-ev…
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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 help them complete tasks like marketing ones shown in the video. Our Vision We believe AI and Humans will always work together. Giving AI the capability to work with humans involves giving them access to capital, and access to humans. Payman’s platform makes it easy for AI to pay humans for what it needs. This includes information, tasks that need to be completed, and so much more. We believe a key reason that AI Agents have struggled is because they aren’t able to ask for help from humans and incentivize them to help out. Building out the AI-Human payments infrastructure solves this and it’s why we’re so excited about what we’re building. Today 100% of the global economy is human to human payments. AI will start to eat a big chunk of that and Payman will be the rails by which it does so. How it’s going Since announcing Payman a couple of months ago we have 15,000+ people on the waitlist ready to use the product. In the meantime we’ve hired a stellar team to build out the production version of the product and have started onboarding Developers and Human’s to the platform this week. If you’re a developer and you'd like to get access, check out our website paymanai.com/forms/contact-e… and sign up for early access. Additional Rockstar Investors In addition to the above investors we’re also proud to be backed by @protofundvc, Systemic Ventures, @MetropolisDAO, and our awesome angel investors, Paris 2024 Olympic Gold Medalist @ViktorAxelsen, @devinawalsh, @nkennethk, @eek637, and many more!
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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. bloomberg.com/news/articles/…
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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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