Category: Software

Personalized AI Is Only As Good As The Personal Information You Share

Personalized AI Is Only As Good As The Personal Information You Share

Artificial Intelligence tools such as Google Assistant are only as good as the information you share with it. Artificial Intelligence at its core is automation based upon predictive analytics. Whether it is predicting the next word in a sentence, suggesting what movie or book you may like to watch or read next, predicting what wine … Continue reading Personalized AI Is Only As Good As The Personal Information You Share

Enterprise Software Earnings Outlook: Get Ready For Conservative Outlooks

Enterprise Software Earnings Outlook: Get Ready For Conservative Outlooks

First, an administrative detail: TEK2day readers may now find TEK2day on Substack HERE. We will publish our articles both here as well as on Substack. With respect to Enterprise Software earnings, I suspect that most Software companies will take a more conservative approach to their Q4 2023 and early 2024 outlooks as compared to prior … Continue reading Enterprise Software Earnings Outlook: Get Ready For Conservative Outlooks

2024 Enterprise Software Budgets: Gen AI To Get Axed?

2024 Enterprise Software Budgets: Gen AI To Get Axed?

Management teams are working through 2024 operating budgets and hopefully have figured out that interest rates will remain elevated for 2024. Companies carrying meaningful debt have no choice but to assume elevated interest will remain for the foreseeable future (we believe a 5 handle makes sense for the 10-year). In terms of the People budget, … Continue reading 2024 Enterprise Software Budgets: Gen AI To Get Axed?

When Debt Payments Take Priority Over Investing In The Business

When Debt Payments Take Priority Over Investing In The Business

For some companies, debt repayments are taking priority over innovation and other operational initiatives. Aside from zombie companies going bankrupt as a result of the Fed holding rates higher for longer, there is an entire class of Technology companies that will continue to suffer as a result of higher interest rates for longer. Take SS&C … Continue reading When Debt Payments Take Priority Over Investing In The Business

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

Could Nvidia Shares Climb Higher?

Could Nvidia Shares Climb Higher?

We would expect Nvidia (ticker: NVDA) shares to climb higher as investors work to understand the commercial relationship between Nvidia and its partner CoreWeave (private). CoreWeave leases access to Nvidia chips via its "GPU Cloud". Enough NVDA investors sold on rumor last week to where NVDA shares are off more than 8%. That's not to … Continue reading Could Nvidia Shares Climb Higher?

Understanding CoreWeave and Nvidia from A Customer Perspective

Understanding CoreWeave and Nvidia from A Customer Perspective

CoreWeave enables companies to lease GPU capacity on-demand. Companies such as OpenAI, Microsoft, Google, Amazon, Oracle and the like require AI chip capacity to build out their Large Language Models (LLMs) which underpin their Generative AI efforts. Nvidia supplies "AI" chips to CoreWeave. Therefore, Nvidia has the ability to sell chips directly to OpenAI, Microsoft, … Continue reading Understanding CoreWeave and Nvidia from A Customer Perspective