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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
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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. -
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Watch the video version here: https://youtu.be/v-2vsjFEXdo?feature=shared
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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
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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 -
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 -
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=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 -
View the video version of this podcast on YouTube: https://youtu.be/8Y9MCNVQlcY?feature=shared
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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 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 and direction.
The risk of a material, negative event caused by a third-party application is too great for MSFT to not want to take risk mitigation measures. Equity stakes are a great risk mitigation tool.
Watch the video version of this episode here: https://youtu.be/kyN4RMAWibs?feature=shared -
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 -
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.
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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-to
Watch the YouTube version of this podcast episode here: https://youtu.be/465MY47xG6Q?feature=shared -
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=web
Watch the YouTube version of this podcast episode here: https://youtu.be/LOOfcW7Rt3I?feature=shared -
View the video version of this episode here on YouTube: https://youtu.be/0Lx7Njk4QLE?feature=shared
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View the video version of this podcast here: https://youtu.be/wqQd88N0Mzw?feature=shared
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See the video version of this podcast episode here: https://youtu.be/w4fevzZutZ8?feature=shared
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Watch the YouTube version of this episode here: https://youtu.be/uf6E7YCPGi4?feature=shared
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See our related article here: https://open.substack.com/pub/tek2day/p/recessions-happen-when-fed-funds?r=1rp1p&utm_campaign=post&utm_medium=web
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Watch 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 -
View 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 - もっと表示する
