TEK2day Podcast

524 Avsnitt

1. Valuation Haircut Is Due for Proprietary Language Model Builders

   Publicerades: 2025-01-23
2. Ep. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWS

   Publicerades: 2025-01-05
3. Ep. 506: NotebookLM Demo

   Publicerades: 2024-11-27
4. Ep. 507: Who Will Fund A $1 Trillion LLM?

   Publicerades: 2024-11-26
5. Ep. 505: Agentic AI

   Publicerades: 2024-10-24
6. Ep. 504: NotebookLM Walk-Through.

   Publicerades: 2024-10-05
7. Ep. 503: Backtesting The TEK2day Founder CEO Portfolio

   Publicerades: 2024-08-28
8. Ep. 502: Founder-led Technology companies outperform the peer group

   Publicerades: 2024-08-28
9. Ep. 501: YouTube Removed Eric Schmidt Vid for Copyright

   Publicerades: 2024-08-28
10. Ep. 500: NASDAQ 100 CEO TSR

    Publicerades: 2024-08-11
11. Ep. 499: M&A as A Risk Mitigation Tool

    Publicerades: 2024-07-21
12. Ep. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk.

    Publicerades: 2024-07-21
13. Ep. 497: NVIDIA Insiders Selling and Generative AI

    Publicerades: 2024-07-18
14. Ep. 496: $MSFT's 3,000x MVA to Gen AI Revenue Multiple

    Publicerades: 2024-06-29
15. Ep. 495: $MSFT Copilot: Show Me The Revenue

    Publicerades: 2024-06-25
16. Ep. 494: AI Rant and Microsoft Copilot

    Publicerades: 2024-06-04
17. Ep. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI Hype

    Publicerades: 2024-05-30
18. Ep. 492: A 10% Yield on the 10-Year Treasury in 10 Years?

    Publicerades: 2024-05-21
19. Ep. 491: OpenAI Revenue Breakdown

    Publicerades: 2024-05-18
20. Ep. 490: Recessions Happen When Fed Funds Exceeds Personal Savings

    Publicerades: 2024-05-09