TEK2day Podcast
by TEK2day
Latest episode
Valuation Haircut Is Due for Proprietary Language Model Builders
Valuation Haircut Is Due for Proprietary Language Model Builders
About this podcast
TEK2day Podcast: Technology, Capital Markets, Entrepreneurship, Leadership, Corporate Governance. Check out our content at TEK2day.com
Episodes
The newest 20 of 22 episodes
- Valuation Haircut Is Due for Proprietary Language Model Builders · 2 minProprietary LLM builders need to experience a valuation haircut as open source LLMs take share from proprietary LLMs. Proprietary LLM builders (OpenAI, Anthropic, Google…
- Ep. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWS · 8 minOriginally published Dec 21st 2024. View the video version here on YouTube: https://youtu.be/6P0jQxZTuQo?feature=shared
- Ep. 506: NotebookLM Demo · 14 minWe demo NotebookLM for a YouTube video, for a TEK2day article and for an EPS call transcript. Watch the video version of this episode here…
- Ep. 507: Who Will Fund A $1 Trillion LLM? · 6 minWatch the video version of this episode here: https://youtu.be/dc68lkZ1Bxo?feature=shared At some point cost and payback period will factor into frontier LLM building…
- Ep. 505: Agentic AI · 7 minWatch the video version here: https://youtu.be/v-2vsjFEXdo?feature=shared
- Ep. 504: NotebookLM Walk-Through. · 8 minWe walk you through Google's AI-based podcast generation tool. Watch the video version of this podcast episode here: https://youtu.be/y2CNtayIBrU?feature=shared
- Ep. 503: Backtesting The TEK2day Founder CEO Portfolio · 7 minView the video version of this podcast episode here on YouTube: https://youtu.be/dbwP3r6Nvqw?feature=shared Read the related TEK2day article here…
- Ep. 502: Founder-led Technology companies outperform the peer group · 4 minWatch the video version of this podcast episode on YouTube: https://youtu.be/7XHKgYLYZP0?feature=shared Read the related Substack article here…
- Ep. 501: YouTube Removed Eric Schmidt Vid for Copyright · 7 minEric Schmidt's comments regarding Agentic AI were overly bullish in our view whereas Deepmind co-founder Demis Hassabis has a more grounded perspective. View Schmidt's remarks…
- Ep. 500: NASDAQ 100 CEO TSR · 4 minView the video version of this podcast on YouTube: https://youtu.be/8Y9MCNVQlcY?feature=shared
- Ep. 499: M&A as A Risk Mitigation Tool · 3 minA CrowdStrike update that was pushed this past week took down Microsoft, which had a cascading effect across the real economy. MSFT could use M&A to mitigate that risk going…
- Ep. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk. · 4 minA back-end loaded year puts the FY'25 consensus revenue estimate of $120 Billion at risk. Watch the video version of this podcast here: https://youtu.be/RqVDLOhcSOc?feature=shared
- Ep. 497: NVIDIA Insiders Selling and Generative AI · 12 minWe cover NVIDIA's insider activity which is heavily weighted toward insiders selling. In fact, over the past 3 months, 99% of NVDA insider transactions have been share sales. We…
- Ep. 496: $MSFT's 3,000x MVA to Gen AI Revenue Multiple · 4 minMSFT is enjoying a 3,000x MVA to Gen AI Revenue multiple. Read the full TEK2day article here: https://tek2day.substack.com/p/msfts-3000x-market-value-added-to Watch the YouTube…
- Ep. 495: $MSFT Copilot: Show Me The Revenue · 7 minIf Microsoft’s Gen AI effort is to be a success on the order of justifying MSFT’s share gains (up 87% since Dec 30th 2022), Copilot Pro ($20 per user per month) needs to be a…
- Ep. 494: AI Rant and Microsoft Copilot · 17 minView the video version of this episode here on YouTube: https://youtu.be/0Lx7Njk4QLE?feature=shared
- Ep. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI Hype · 3 minView the video version of this podcast here: https://youtu.be/wqQd88N0Mzw?feature=shared
- Ep. 492: A 10% Yield on the 10-Year Treasury in 10 Years? · 13 minSee the video version of this podcast episode here: https://youtu.be/w4fevzZutZ8?feature=shared
- Ep. 491: OpenAI Revenue Breakdown · 4 minWatch the YouTube version of this episode here: https://youtu.be/uf6E7YCPGi4?feature=shared
- Ep. 490: Recessions Happen When Fed Funds Exceeds Personal Savings · 14 minSee our related article here: https://open.substack.com/pub/tek2day/p/recessions-happen-when-fed-funds?r=1rp1p&utm_campaign=post&utm_medium=web
