Pressure PointsPressure Points: Google Search Changes1×0:00Current time: 0:00 / Total time: -9:21-9:21Audio playback is not supported on your browser. Please upgrade.Pressure Points: Google Search ChangesDeepwater Asset ManagementMay 07, 2025ShareTranscriptDiscussion about this episodeCommentsRestacksPressure PointsDeepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics.Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics.SubscribeListen onSubstack AppRSS FeedAppears in episodeDeepwater Asset ManagementRecent EpisodesPressure Points: WWDC Keynote 2026Jun 8 • Deepwater Asset ManagementPressure Points: NVIDIA 1Q'27 EarningsMay 20 • Deepwater Asset ManagementPressure Points: Apple 2Q'26 EarningsApr 30 • Deepwater Asset ManagementPressure Points: Hyperscalers Double Down on AI CapexApr 30 • Deepwater Asset ManagementPressure Points: Meta 1Q'26 EarningsApr 30 • Deepwater Asset ManagementPressure Points: Google 1Q'26 EarningsApr 30 • Deepwater Asset ManagementPressure Points: Microsoft 3Q'26 EarningsApr 30 • Deepwater Asset ManagementPressure Points: Amazon 1Q'26 EarningsApr 30 • Deepwater Asset Management