TEK2day Podcast

524 Episodes

1. Valuation Haircut Is Due for Proprietary Language Model Builders

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 5/9/2024