TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Category: Entrepreneurship

    • CEOs: Be Willing To Break A Few Eggs

      The Wall Street Journal has published at least two articles this week about Return To Office (RTO) policies and how employees are coping with and gaming them. The fact that this is even an issue makes me sick to my stomach.

    • TEK2day: All Things Technology & Capital Markets-Related

      We have folded our CEORater-related content under our TEK2day brand. TEK2day will publish more content to YouTube in the coming weeks. Our YouTube content won’t necessarily be published as a TEK2day podcast. We occasionally publish our content to LinkedIn, but not all of our content. The best way to find our content is here at…

    • The Money Supply, Bank Deposits and Venture Investing As Leading Indicators

      The money supply and commercial bank deposits are shrinking as interest rates move higher – which suggests a forthcoming credit crunch. However, if you want a less academic leading indicator, look to the venture capital industry. The NVCA and Pitchbook have published Q2 venture data HERE. The data shows shrinking deal velocity, volumes and valuations.…

    • Generative AI Across Activision Post-Deal Close

      Now that Microsoft (ticker: MSFT) has received approval to acquire Activision (ticker: ATVI, better luck next time Lina Khan), I am curious as to what kind of operating leverage Activision may enjoy as Generative AI is deployed more deeply throughout the organization post-deal close. Video game publishers have been using AI for years to render…

    • The AI IPO Is Coming

      A fully automated IPO process is not on the immediate horizon, but technology isn’t the barrier, institutional adoption is. Related TEKday article: How AI Will Conquer Financial Services

    • This Economic Recession Is Baked In

      The price increases of goods and services in 2021, 2022 and YTD combined with higher interest rates have ensured that a recession will follow. The economic damage is done. The Fed could take interest rates to zero percent tomorrow and restart QE and it would not stave off this recession. Prices for goods and services…

    • AI Failure: Many Companies Will Fail To Scale Their AI Projects

      Many companies will fail in their implementation of various AI projects. Many companies underestimate the cost and effort associated with advanced automation / “AI” projects. In addition, companies often fail to clearly define the business problem they wish AI to solve upfront in their AI project process. 1.) Define the Business Problem: This is not…

    • Spend, Spend and More Spending

      We recently wrote Don’t Worry About The Debt Ceiling as a deal would inevitably get done as both sides want their pork. The spend-heavy Dems and GOP have reached a tentative debt ceiling deal. This means more fiscal spending that’s not tied to production/GDP, more fiscal deficits, more debt and more inflation. The inflation tax…

    • AI Is Nothing New, Yet We Are Only Scratching The Surface

      AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined “AI” into their products and services offerings at this juncture. “AI” at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language…

    • Twitter & BlackRock: Change In Name Only

      Elon Musk’s Twitter announced a new CEO and Larry Fink’s BlackRock (tkr: BLK), is working to identify Fink’s replacement. So long as Messrs. Musk and Fink are involved with Twitter and BlackRock respectively, they will be setting strategy and keeping their finger on the pulse if not involved with the day-to-day minutiae. Musk named NBCUniversal’s…