TEK2day Podcast

524 Episodo

1. Valuation Haircut Is Due for Proprietary Language Model Builders

   Publicado: 23/1/2025
2. Ep. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWS

   Publicado: 5/1/2025
3. Ep. 506: NotebookLM Demo

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

   Publicado: 26/11/2024
5. Ep. 505: Agentic AI

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

   Publicado: 5/10/2024
7. Ep. 503: Backtesting The TEK2day Founder CEO Portfolio

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

   Publicado: 28/8/2024
9. Ep. 501: YouTube Removed Eric Schmidt Vid for Copyright

   Publicado: 28/8/2024
10. Ep. 500: NASDAQ 100 CEO TSR

    Publicado: 11/8/2024
11. Ep. 499: M&A as A Risk Mitigation Tool

    Publicado: 21/7/2024
12. Ep. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk.

    Publicado: 21/7/2024
13. Ep. 497: NVIDIA Insiders Selling and Generative AI

    Publicado: 18/7/2024
14. Ep. 496: $MSFT's 3,000x MVA to Gen AI Revenue Multiple

    Publicado: 29/6/2024
15. Ep. 495: $MSFT Copilot: Show Me The Revenue

    Publicado: 25/6/2024
16. Ep. 494: AI Rant and Microsoft Copilot

    Publicado: 4/6/2024
17. Ep. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI Hype

    Publicado: 30/5/2024
18. Ep. 492: A 10% Yield on the 10-Year Treasury in 10 Years?

    Publicado: 21/5/2024
19. Ep. 491: OpenAI Revenue Breakdown

    Publicado: 18/5/2024
20. Ep. 490: Recessions Happen When Fed Funds Exceeds Personal Savings

    Publicado: 9/5/2024