Hosted by TEK2day · 🇺🇸 US · EN · 22 episodes
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TEK2day Podcast: Technology, Capital Markets, Entrepreneurship, Leadership, Corporate Governance. Check out our content at TEK2day.com
TEK2day hosts TEK2day Podcast, a technology show with 22 episodes published.
Proprietary LLM builders need to experience a valuation haircut as open source LLMs take share from proprietary LLMs. Proprietary LLM builders (OpenAI, Anthropic, Google, Microsoft, Amazon), have enjoyed lofty valuations
Originally published Dec 21st 2024. View the video version here on YouTube: https://youtu.be/6P0jQxZTuQo?feature=shared
We demo NotebookLM for a YouTube video, for a TEK2day article and for an EPS call transcript. Watch the video version of this episode here: https://youtu.be/wjqMhBdTxSQ?feature=shared
Watch 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, especially as use cases are not well defined. We are
Watch the video version here: https://youtu.be/v-2vsjFEXdo?feature=shared
We 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
View the video version of this podcast episode here on YouTube: https://youtu.be/dbwP3r6Nvqw?feature=shared Read the related TEK2day article here: https://tek2day.substack.com/p/backtesting-the-tek2day-founder-ceo See th
Watch the video version of this podcast episode on YouTube: https://youtu.be/7XHKgYLYZP0?feature=shared Read the related Substack article here: https://tek2day.substack.com/p/founder-ceos-vs-comps Watch the video version
Eric 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 on our Substack page: https://open.substack.
View the video version of this podcast on YouTube: https://youtu.be/8Y9MCNVQlcY?feature=shared
A 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 forward. Microsoft could acquire 100% of the e
A 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
We 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 also cover Gen AI.
MSFT 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 version of this podcast episode here: https
If 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 success. Read the full article here: https://
View the video version of this episode here on YouTube: https://youtu.be/0Lx7Njk4QLE?feature=shared
View the video version of this podcast here: https://youtu.be/wqQd88N0Mzw?feature=shared
See the video version of this podcast episode here: https://youtu.be/w4fevzZutZ8?feature=shared
Watch the YouTube version of this episode here: https://youtu.be/uf6E7YCPGi4?feature=shared
See our related article here: https://open.substack.com/pub/tek2day/p/recessions-happen-when-fed-funds?r=1rp1p&utm_campaign=post&utm_medium=web
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TEK2day Podcast is hosted by TEK2day. The show is categorised under technology and has published 22 episodes.
TEK2day Podcast has published 22 episodes.
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