Shows
TEK2day PodcastValuation Haircut Is Due for Proprietary Language Model BuildersProprietary 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 over the past several years. Given the rise of open source competitors - which are on par with proprietary models from a performance standpoint and can be operated at a fraction of the cost - the proprietary model builders should suffer a valuation haircut.
I believe that open source LLM builders such as DeepSeek and META will win the day and that 80% of LLMs and SLMs in production 5 years from...
2025-01-2301 min
TEK2day PodcastEp. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWSOriginally published Dec 21st 2024. View the video version here on YouTube: https://youtu.be/6P0jQxZTuQo?feature=shared
2025-01-0507 min
TEK2day PodcastEp. 506: NotebookLM DemoWe 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
2024-11-2714 min
TEK2day PodcastEp. 507: Who Will Fund A $1 Trillion LLM?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 at the $1 billion LLM level today. $10 billion will likely be the cost of developing frontier LLMs by 2026, $100 billion by 2027 and $1 Trillion by 2028 should the current pace of development continue.
In episode 507 we make the case for smaller, “baseline” language models that are industry domain-specific, trained with opensource data as well as with proprietary enterprise data. These baseline models could power various appl...
2024-11-2605 min
TEK2day PodcastEp. 505: Agentic AIWatch the video version here: https://youtu.be/v-2vsjFEXdo?feature=shared
2024-10-2407 min
TEK2day PodcastEp. 504: NotebookLM Walk-Through.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
2024-10-0507 minTEK2day PodcastEp. 503: Backtesting The TEK2day Founder CEO PortfolioView 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 the backtested portfolio here: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=3zih7QmbLhWF4jG4AUChu1
See this podcast episode on X: https://x.com/JonathanMaietta/status/1828490305815093585
2024-08-2806 minTEK2day PodcastEp. 502: Founder-led Technology companies outperform the peer groupWatch 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 of this podcast episode on X: https://x.com/JonathanMaietta/status/1828445724075254096
2024-08-2804 minTEK2day PodcastEp. 501: YouTube Removed Eric Schmidt Vid for CopyrightEric 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.com/pub/tek2day/p/former-google-ceo-eric-schmidt-speaks?r=1rp1p&utm_campaign=post&utm_medium=web
View Schmidt's remarks on X: https://x.com/JonathanMaietta/status/1826427051693502607
View Hassabis' talk on the subject of Agentic AI: https://youtu.be/pZybROKrj2Q?feature=shared
View the video version of this podcast episode on YouTube: https://youtu.be/EJRSNHKlQwo?feature=shared
2024-08-2806 minTEK2day PodcastEp. 500: NASDAQ 100 CEO TSRView the video version of this podcast on YouTube: https://youtu.be/8Y9MCNVQlcY?feature=shared
2024-08-1104 minTEK2day PodcastEp. 499: M&A as A Risk Mitigation ToolA 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 equity or at least a meaningful equity stake in any technology company that strategically impacts Azure, Windows, and Microsoft in general in order to enforce a rigorous process around third-party software updates. Such an equity stake likely would have prevented this week’s CrowdStrike disaster.
In addition, owning a material equity stake in strategic technology partners would enable Microsoft to influence product strategy an...
2024-07-2103 minTEK2day PodcastEp. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk.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
2024-07-2103 minTEK2day PodcastEp. 497: NVIDIA Insiders Selling and Generative AIWe 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.
2024-07-1811 minTEK2day PodcastEp. 496: $MSFT's 3,000x MVA to Gen AI Revenue MultipleMSFT 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://youtu.be/465MY47xG6Q?feature=shared
2024-06-2904 minTEK2day PodcastEp. 495: $MSFT Copilot: Show Me The RevenueIf 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://open.substack.com/pub/tek2day/p/microsoft-copilot-pro-show-me-the?r=1rp1p&utm_campaign=post&utm_medium=web
Watch the YouTube version of this podcast episode here: https://youtu.be/LOOfcW7Rt3I?feature=shared
2024-06-2506 minTEK2day PodcastEp. 494: AI Rant and Microsoft CopilotView the video version of this episode here on YouTube: https://youtu.be/0Lx7Njk4QLE?feature=shared
2024-06-0416 minTEK2day PodcastEp. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI HypeView the video version of this podcast here: https://youtu.be/wqQd88N0Mzw?feature=shared
2024-05-3002 minTEK2day PodcastEp. 492: A 10% Yield on the 10-Year Treasury in 10 Years?See the video version of this podcast episode here: https://youtu.be/w4fevzZutZ8?feature=shared
2024-05-2212 minTEK2day PodcastEp. 491: OpenAI Revenue BreakdownWatch the YouTube version of this episode here: https://youtu.be/uf6E7YCPGi4?feature=shared
2024-05-1804 minTEK2day PodcastEp. 490: Recessions Happen When Fed Funds Exceeds Personal SavingsSee our related article here: https://open.substack.com/pub/tek2day/p/recessions-happen-when-fed-funds?r=1rp1p&utm_campaign=post&utm_medium=web
2024-05-0914 minTEK2day PodcastEp. 489: CPI and Inflating the Debt AwayWatch the video version of this episode here: https://youtu.be/9ZaFtnJaD58?feature=shared
Read the related TEK2day article here: https://open.substack.com/pub/tek2day/p/there-is-nothing-magical-about-the?r=1rp1p&utm_campaign=post&utm_medium=web
2024-04-1123 minTEK2day PodcastEp. 488: Adobe's Core Business Is Not GrowingView the YouTube version of this episode here: https://youtu.be/vXVAWgm8Ghs?feature=shared
Read the related TEK2day article here: https://open.substack.com/pub/tek2day/p/adobe-creative-cloud-is-not-growing?r=1rp1p&utm_campaign=post&utm_medium=web
2024-03-3104 min
Listening PostEp. 273: A Conversation with Zuora (tkr: ZUO) co-founder & CEO Tien Tzuo Podcast: TEK2day Podcast (LS 24 · TOP 10% what is this?)Episode: Ep. 273: A Conversation with Zuora (tkr: ZUO) co-founder & CEO Tien TzuoPub date: 2019-04-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThe Subscription Economy - Our Conversation with “Subscription Economy” Pioneer and Zuora (tkr: ZUO), co-founder and CEO Tien Tzuo. Look for the full article tomorrow at TEK2day.com
Tien's book "Subscribed": https://www.amazon.com/Subscribed-Subscription-Model-Companys-Future/dp/0525536469
Zuora's Subscription Economy Index ("SEI"): https://www.zuora.com/2018/09/19/the-subscription-economy-index-update-fall-2018/
CEORater Profile: https://www.ceorater.com/ceo/956/923/Tien-Tz...
2021-07-2424 min
The Goats of GrowthTough Decisions Businesses Have To Make In This CrisisI broke the traditional format of the show in this episode to focus on what's been on everybody's mind ; Covid-19 and how it will impact jobs. So, I interviewed Jonathan Maietta, Founder of CEORater which is a crowd-sourced platform where customers, employees and investors may anonymously rate and review CEOs and companies. He also publishes Tek2day which covers trends around capital markets, corporate governance, and technology trends. In his previous life, he was an equity research analyst covering the software industry and then went on to lead a global M&A for a mid-cap c...
2020-03-2142 min