TEK2day Podcast

TEK2day
  • 5.0 (6)
  • TECHNOLOGY

TEK2day Podcast: Technology, Capital Markets, Entrepreneurship, Leadership, Corporate Governance. Check out our content at TEK2day.com

  1. Valuation Haircut Is Due for Proprietary Language Model Builders

    01/23/2025

    Valuation Haircut Is Due for Proprietary Language Model Builders

    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 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 now will be open source language models. https://open.substack.com/pub/tek2day/p/valuation-haircut-is-due-for-proprietary?r=1rp1p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

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

    01/05/2025

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

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

    8 min
  3. Ep. 506: NotebookLM Demo

    11/27/2024

    Ep. 506: NotebookLM Demo

    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=shared

    14 min
  4. Ep. 507: Who Will Fund A $1 Trillion LLM?

    11/26/2024

    Ep. 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 applications and services and also be used to train third-party models. This scenario would create a natural selection/survivorship process for language models whereby smaller models power well-defined use cases that address specific commercial needs. This path makes more economic sense than developing ever larger monolithic LLMs in a vacuum.

    6 min
  5. Ep. 505: Agentic AI

    10/24/2024

    Ep. 505: Agentic AI

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

    7 min

  6. 10/05/2024

    Ep. 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

    8 min

  7. 08/28/2024

    Ep. 503: Backtesting The TEK2day Founder CEO Portfolio

    View 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

    7 min

  8. 08/28/2024

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

    Watch 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

    4 min
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TEK2day Podcast: Technology, Capital Markets, Entrepreneurship, Leadership, Corporate Governance. Check out our content at TEK2day.com

Information

  • Creator
    TEK2day
  • Years Active
    2017 - 2025
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    TEK2day Podcast