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Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…

Go deeper: For even more on Vision Pro, here’s my discussion with Gene on YouTube. Disclaimer 

Apple's December quarter and guidance highlighted the impact China's macro slowdown had on Apple's business. That reality diluted investor optimism around the long-term progress the company is making when it comes to growing its active base, launching Vision Pro, and entering generative AI likely this spring.

It's official, the world of spatial computing has begun with the launch of Vision Pro. The reviews have been consistent: groundbreaking tech with limited use cases. On launch day, the platform has over 600 apps available, already more than the 574 apps built over the past three years for Meta Quest. Importantly, Vision Pro's developer momentum is pointed in the right direction with about 60% of those apps outside of gaming, compared to about 30% on the Quest platform. Apple's goal is to motivate developers to ensure Vision Pro goes beyond gaming to make the device mainstream.

Tesla's December results and outlook effectively pushed back the positive inflection point in the business by a year. Now it looks to be the second half of 2025 before revenue growth will accelerate. In the near-term, shares will likely drift lower in what will be a vacuum of good news. By mid-year, details of the next-gen platform will arrive and anticipation of new models should mark a positive turning point in TSLA shares. Bigger picture: as traditional auto retreats from EVs, Tesla remains in attack mode.

For Tesla earnings it's all about the margins. While I expect a slight improvement quarter over quarter, I believe the outlook for margins in 2024 will be for stabilization, not expansion. In 2025 I see margins rising back above 20%. As for deliveries, they grew at 38% in 2023 and are expected to grow at 17% in 2024, accelerating to 24% growth in 2025. I'm also looking for growth to step up next year.

Over the last seven years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating for 2024: IWO will outperform the S&P500. The iShares Russell 2000 Growth ETF (IWO) will outperform the SPDR…

Google's been a little slow getting up to speed in the AI game. While the company's video preview of Gemini was edited, it still served as a reminder to investors that Google is one of three companies leading in the AI race. Gemini's capabilities are impressive given they are the most advanced display of multimodality, which brings text, voice, and images into the generative interface. Previously these models (GPT, Claude, Grok, Llama) have predominately been interacted with by text-only. By keeping pace with OpenAI, Google's in a favorable position to evolve Search and capitalize on generative AI.

The Cybertruck was released at a price 25% higher than most were expecting. That means demand will be limited for the next couple of years until pricing comes down. Importantly, the Cybertruck is the latest evidence that Tesla makes the best electric vehicles in the world and is pulling ahead as traditional auto mistakenly slows their EV pursuit.

Since the beginning of time retailers have marked up products before putting them on sale to make the discount make more attractive. We spot-checked 50 random items advertised on Amazon's Cyber Monday page and found broad-based discounting continued after the end of the holiday. In other words, the discounts are not as attractive after a second glance.

NVIDIA reported impressive October results and raised guidance for January above Street expectations. Outside of the noise of the quarter, including China chip restrictions, Nvidia has no competition and remains the primary beneficiary of what will likely be a 5+ year AI infrastructure build-out.