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This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
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Biscuits & Jam
1 Encore: Jessica B. Harris Believes in a Welcome Table 42:14
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LikedEpisode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…
Ep. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWS
Manage episode 459472534 series 1532715
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Originally published Dec 21st 2024. View the video version here on YouTube: https://youtu.be/6P0jQxZTuQo?feature=shared
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524 episodes
ShareManage episode 459472534 series 1532715
Content provided by TEK2day. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TEK2day or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Originally published Dec 21st 2024. View the video version here on YouTube: https://youtu.be/6P0jQxZTuQo?feature=shared
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TEK2day Podcast
1 Valuation Haircut Is Due for Proprietary Language Model Builders 1:46
1:46 Play Later Play Later Lists Like Liked1:46
Play Later Play Later Lists Like LikedProprietary 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…
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TEK2day Podcast
1 Ep. 508: Google's Competitive Advantage vs. OpenAI, Azure, Anthropic & AWS 7:37
7:37 Play Later Play Later Lists Like Liked7:37
Play Later Play Later Lists Like LikedOriginally published Dec 21st 2024. View the video version here on YouTube: https://youtu.be/6P0jQxZTuQo?feature=shared
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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TEK2day Podcast
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.…
Watch the video version here: https://youtu.be/v-2vsjFEXdo?feature=shared
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TEK2day Podcast
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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TEK2day Podcast
1 Ep. 503: Backtesting The TEK2day Founder CEO Portfolio 6:36
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Play Later Play Later Lists Like LikedView 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…
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TEK2day Podcast
1 Ep. 502: Founder-led Technology companies outperform the peer group 4:27
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Play Later Play Later Lists Like LikedWatch 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…
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TEK2day Podcast
1 Ep. 501: YouTube Removed Eric Schmidt Vid for Copyright 6:53
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Play Later Play Later Lists Like LikedEric 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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TEK2day Podcast
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…
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TEK2day Podcast
1 Ep. 498: NVIDIA’s FY’25 Consensus Revenue Estimate is not without risk. 3:52
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Play Later Play Later Lists Like LikedA 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
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TEK2day Podcast
1 Ep. 497: NVIDIA Insiders Selling and Generative AI 11:47
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Play Later Play Later Lists Like LikedWe 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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TEK2day Podcast
1 Ep. 496: $MSFT's 3,000x MVA to Gen AI Revenue Multiple 4:07
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Play Later Play Later Lists Like LikedMSFT 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
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TEK2day Podcast
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…
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TEK2day Podcast
View the video version of this episode here on YouTube: https://youtu.be/0Lx7Njk4QLE?feature=shared
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TEK2day Podcast
1 Ep. 493: Salesforce CEO Marc Benioff Should Not Believe His Own AI Hype 2:55
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Play Later Play Later Lists Like LikedView the video version of this podcast here: https://youtu.be/wqQd88N0Mzw?feature=shared
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TEK2day Podcast
1 Ep. 492: A 10% Yield on the 10-Year Treasury in 10 Years? 12:38
12:38 Play Later Play Later Lists Like Liked12:38
Play Later Play Later Lists Like LikedSee the video version of this podcast episode here: https://youtu.be/w4fevzZutZ8?feature=shared
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TEK2day Podcast
Watch the YouTube version of this episode here: https://youtu.be/uf6E7YCPGi4?feature=shared
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TEK2day Podcast
1 Ep. 490: Recessions Happen When Fed Funds Exceeds Personal Savings 14:09
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Play Later Play Later Lists Like LikedSee 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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TEK2day Podcast
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
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TEK2day Podcast
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
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TEK2day Podcast
1 Ep. 487: What Could Change Investor Psychology? 15:50
15:50 Play Later Play Later Lists Like Liked15:50
Play Later Play Later Lists Like LikedView the YouTube version of this episode here: https://youtu.be/r4spPWX9U1Q?feature=shared Read the related article here: https://open.substack.com/pub/tek2day/p/worst-case-for-the-economy-and-markets?r=1rp1p&utm_campaign=post&utm_medium=web
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TEK2day Podcast
1 Ep. 486: Bank Discount Window Borrowing Up 133% 6:29
6:29 Play Later Play Later Lists Like Liked6:29
Play Later Play Later Lists Like LikedSee the YouTube version of this episode here: https://youtu.be/nlt71a6dnVI?feature=shared Read the full article here: https://open.substack.com/pub/tek2day/p/fed-discount-window-borrowing-increased?r=1rp1p&utm_campaign=post&utm_medium=web
Watch the YouTube version here: https://youtu.be/jVcaKYGK_V0?feature=shared
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TEK2day Podcast
Watch the YouTube version here: https://youtu.be/hSyrR5uZSUw?feature=shared Read our related article here: https://open.substack.com/pub/tek2day/p/which-companies-are-generating-meaningful?r=1rp1p&utm_campaign=post&utm_medium=web
Unknowable outcomes bring Gen AI’s ROI into question.
The video version of this podcast is here: https://youtu.be/B1mF-zqklZY?feature=shared Our related TEK2day article: The LLM Space Is Richly Valued Thanks To The Fed: https://open.substack.com/pub/tek2day/p/the-llm-space-is-richly-valued-thanks?r=1rp1p&utm_campaign=post&utm_medium=web Related video: https://youtu.be/6g8Qi9AnjuM?feature=shared…
View the video episode here: https://youtu.be/mOs873KLA8U?feature=shared
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TEK2day Podcast
1 Ep. 479: Timing of Share Repurchases Could Be Better 9:17
9:17 Play Later Play Later Lists Like Liked9:17
Play Later Play Later Lists Like LikedView the video version of this podcast episode here: https://youtu.be/Zd30vLlKyJ8?feature=shared Read the related article here: https://open.substack.com/pub/tek2day/p/execute-your-buyback-when-the-stock?r=1rp1p&utm_campaign=post&utm_medium=web
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Show notes are at https://stevelitchfield.com/sshow/chat.html
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This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
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A weekly podcast on deploying and managing enterprise storage and data
…
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Tech Life discovers and explains the ways technology is changing our lives, wherever we are in the world. We meet the people with bright ideas for rethinking the way we work, learn and play, and get hands-on with the products they dream up. We hold tech giants to account for their huge power to affect our lives, and ask who wins, and who loses, in the technology transformation. Tech Life is your guide to a future being made, and remade, at lightning speed in front of our eyes.
…
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The science stories that will actually change your day — and maybe make you laugh. Science unscripted is a podcast, radio show & YouTube channel driven by listeners. Hello from Germany :)
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Podcast by ycombinator
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Technological and digital news from around the world.
…
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The latest in-depth coverage covering the intersection of technology and culture will help you make sense of a world in constant transformation. Join us as we explore the ways technology is changing our lives.
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