TEK2day Podcast

524 Folgen

1. Valuation Haircut Is Due for Proprietary Language Model Builders

   Vom: 23.1.2025
2. Ep. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWS

   Vom: 5.1.2025
3. Ep. 506: NotebookLM Demo

   Vom: 27.11.2024
4. Ep. 507: Who Will Fund A $1 Trillion LLM?

   Vom: 26.11.2024
5. Ep. 505: Agentic AI

   Vom: 24.10.2024
6. Ep. 504: NotebookLM Walk-Through.

   Vom: 5.10.2024
7. Ep. 503: Backtesting The TEK2day Founder CEO Portfolio

   Vom: 28.8.2024
8. Ep. 502: Founder-led Technology companies outperform the peer group

   Vom: 28.8.2024
9. Ep. 501: YouTube Removed Eric Schmidt Vid for Copyright

   Vom: 28.8.2024
10. Ep. 500: NASDAQ 100 CEO TSR

    Vom: 11.8.2024
11. Ep. 499: M&A as A Risk Mitigation Tool

    Vom: 21.7.2024
12. Ep. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk.

    Vom: 21.7.2024
13. Ep. 497: NVIDIA Insiders Selling and Generative AI

    Vom: 18.7.2024
14. Ep. 496: $MSFT's 3,000x MVA to Gen AI Revenue Multiple

    Vom: 29.6.2024
15. Ep. 495: $MSFT Copilot: Show Me The Revenue

    Vom: 25.6.2024
16. Ep. 494: AI Rant and Microsoft Copilot

    Vom: 4.6.2024
17. Ep. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI Hype

    Vom: 30.5.2024
18. Ep. 492: A 10% Yield on the 10-Year Treasury in 10 Years?

    Vom: 21.5.2024
19. Ep. 491: OpenAI Revenue Breakdown

    Vom: 18.5.2024
20. Ep. 490: Recessions Happen When Fed Funds Exceeds Personal Savings

    Vom: 9.5.2024