Best TEK2day Podcasts (2026)

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Valuation Haircut Is Due for Proprietary Language Model Builders 1:46

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12M ago1:46

1:46

Proprietary 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 performan…

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Ep. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWS 7:37

12M ago7:37

7:37

Originally published Dec 21st 2024. View the video version here on YouTube: https://youtu.be/6P0jQxZTuQo?feature=sharedBy TEK2day

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Ep. 506: NotebookLM Demo 14:18

1y ago14:18

14:18

We 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=sharedBy TEK2day

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Ep. 507: Who Will Fund A $1 Trillion LLM? 5:40

1y ago5:40

5:40

Watch the video version of this episode here: https://youtu.be/dc68lkZ1Bxo?feature=sharedAt 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 an…

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Ep. 505: Agentic AI 7:13

1y ago7:13

7:13

Watch the video version here: https://youtu.be/v-2vsjFEXdo?feature=sharedBy TEK2day

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Ep. 504: NotebookLM Walk-Through. 7:32

1+ y ago7:32

7:32

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=sharedBy TEK2day

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Ep. 503: Backtesting The TEK2day Founder CEO Portfolio 6:36

1+ y ago6:36

6:36

View the video version of this podcast episode here on YouTube: https://youtu.be/dbwP3r6Nvqw?feature=sharedRead the related TEK2day article here: https://tek2day.substack.com/p/backtesting-the-tek2day-founder-ceoSee the backtested portfolio here: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=3zih7QmbLhWF4jG4AUChu1See this podcast ep…

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Ep. 502: Founder-led Technology companies outperform the peer group 4:27

1+ y ago4:27

4:27

Watch the video version of this podcast episode on YouTube: https://youtu.be/7XHKgYLYZP0?feature=sharedRead the related Substack article here: https://tek2day.substack.com/p/founder-ceos-vs-compsWatch the video version of this podcast episode on X: https://x.com/JonathanMaietta/status/1828445724075254096…

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Ep. 501: YouTube Removed Eric Schmidt Vid for Copyright 6:53

1+ y ago6:53

6:53

Eric 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=webView Schmidt's remarks on X: https:…

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Ep. 500: NASDAQ 100 CEO TSR 4:18

1+ y ago4:18

4:18

View the video version of this podcast on YouTube: https://youtu.be/8Y9MCNVQlcY?feature=sharedBy TEK2day

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Ep. 499: M&A as A Risk Mitigation Tool 3:28

1+ y ago3:28

3:28

A 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 g…

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Ep. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk. 3:52

1+ y ago3:52

3:52

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=sharedBy TEK2day

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Ep. 497: NVIDIA Insiders Selling and Generative AI 11:47

1+ y ago11:47

11:47

We 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.By TEK2day

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Ep. 496: $MSFT's 3,000x MVA to Gen AI Revenue Multiple 4:07

1+ y ago4:07

4:07

MSFT 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-toWatch the YouTube version of this podcast episode here: https://youtu.be/465MY47xG6Q?feature=sharedBy TEK2day

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Ep. 495: $MSFT Copilot: Show Me The Revenue 6:53

1+ y ago6:53

6:53

If 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=webWatch the YouTube versio…

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Ep. 494: AI Rant and Microsoft Copilot 16:34

1+ y ago16:34

16:34

View the video version of this episode here on YouTube: https://youtu.be/0Lx7Njk4QLE?feature=sharedBy TEK2day

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Ep. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI Hype 2:55

1+ y ago2:55

2:55

View the video version of this podcast here: https://youtu.be/wqQd88N0Mzw?feature=sharedBy TEK2day

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Ep. 492: A 10% Yield on the 10-Year Treasury in 10 Years? 12:38

1+ y ago12:38

12:38

See the video version of this podcast episode here: https://youtu.be/w4fevzZutZ8?feature=sharedBy TEK2day

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Ep. 491: OpenAI Revenue Breakdown 4:11

1+ y ago4:11

4:11

Watch the YouTube version of this episode here: https://youtu.be/uf6E7YCPGi4?feature=sharedBy TEK2day

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Ep. 490: Recessions Happen When Fed Funds Exceeds Personal Savings 14:09

1+ y ago14:09

14:09

See our related article here: https://open.substack.com/pub/tek2day/p/recessions-happen-when-fed-funds?r=1rp1p&utm_campaign=post&utm_medium=webBy TEK2day

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Ep. 489: CPI and Inflating the Debt Away 23:40

1+ y ago23:40

23:40

Watch the video version of this episode here: https://youtu.be/9ZaFtnJaD58?feature=sharedRead 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=webBy TEK2day

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Ep. 488: Adobe's Core Business Is Not Growing 4:05

2y ago4:05

4:05

View the YouTube version of this episode here: https://youtu.be/vXVAWgm8Ghs?feature=sharedRead 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=webBy TEK2day