Category: Healthcare

Planet Fitness Ought To Pursue A Fitness App Strategy

Planet Fitness Ought To Pursue A Fitness App Strategy

Former Planet Fitness (ticker: PLNT), CEO Chris Rondeau was removed by PLNT's Board last week. If I were PLNT's Board I would pursue a fitness app strategy to augment the club business. There are several obvious benefits for pursuing such a strategy: 1.) Recurring revenue: Fitness app businesses would add a layer of recurring revenue. … Continue reading Planet Fitness Ought To Pursue A Fitness App Strategy

TEK2day: All Things Technology & Capital Markets-Related

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 … Continue reading TEK2day: All Things Technology & Capital Markets-Related

The Ever More Powerful Large Language Model

The Ever More Powerful Large Language Model

Generally speaking, the more parameters that a Large Language Model (LLM) has, the faster it learns. There are exceptions. For example, Google's original PaLM LLM had fewer parameters than PaLM 2, however PaLM 2 learns more efficiently than its predecessor. LLMs are of great importance given that they underpin Gen AI applications and services. The … Continue reading The Ever More Powerful Large Language Model

Nothing To See Here. Or Is There?

Nothing To See Here. Or Is There?

The equity market is too sanguine. Things feel too still. Could this be the calm before the storm, or, will another round of Fiscal stimulus and Fed easing abort the storm on the horizon, fiscal debt and inflation be damned? It is difficult to make a call on the fundamentals whether it be the price … Continue reading Nothing To See Here. Or Is There?

We Expect Less M&A Deal Activity in 2H 2023

We Expect Less M&A Deal Activity in 2H 2023

Our view is that M&A activity will further slow from here (especially within Tech), given that valuations have rebounded to a large degree year-to-date (Tech in particular), but sales pipelines are not any more robust than they were in Q4'22 nor Q1'23. Further, the macro economic environment is not any stronger today than it has … Continue reading We Expect Less M&A Deal Activity in 2H 2023

All Things AI

All Things AI

We have over 100 AI-related articles. Here are our top AI-focused articles. They cover all elements of AI including many companies that play in different corners of AI. Reach out to us with any questions at jmaietta@tek2day.com AI Is Nothing New, Yet We Are Only Scratching The Surface Build Your Own NLP Front-End AI-Powered Convenience … Continue reading All Things AI

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

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 … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface

Google’s Discount To Microsoft Is Too Steep

Google’s Discount To Microsoft Is Too Steep

I'm fully aware that Ad Revenue (Ad-related Revenue accounted for 78% of Google's total revenue in the March quarter) does not command the same multiple as subscription revenue, but should Microsoft command 2x GOOGL's valuation on an EV/Revenue and EV/ Cash from Operations basis? It would seem that GOOGL's valuation discount to MSFT is punitive. … Continue reading Google’s Discount To Microsoft Is Too Steep