Category: 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

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

Apple’s VisionPro Provides A Defensible Edge In The Content Space

Apple’s VisionPro Provides A Defensible Edge In The Content Space

Amazon, Apple, Disney, Google, Meta, Microsoft and Netflix have an advantage over other content companies given their size. By size I am primarily referring to market cap and size of balance sheet. Apple (AAPL, $2.94 Trillion market cap) and Microsoft (MSFT, $2.43 Trillion market cap) are in a league of their own with their nose … Continue reading Apple’s VisionPro Provides A Defensible Edge In The Content Space

Nvidia Feeds Its Own Hype

Nvidia Feeds Its Own Hype

This is NVDA's attempt to maintain momentum in its overvalued stock (buyback language quoted below). "On August 21, 2023, our Board of Directors approved an increase to our share repurchase program of an additional $25.00 billion, without expiration. We plan to continue share repurchases this fiscal year." NVDA ought to be reinvesting in its business. … Continue reading Nvidia Feeds Its Own Hype

Llama 2: META’s Open Source Large Language Model

Llama 2: META’s Open Source Large Language Model

Llama 2 is META's open source Large Language Model (LLM) for which the company partners with Azure/Microsoft (ticker: MSFT). I'm writing about Llama 2 because I am curious about what kind of user uptake it may enjoy given that it is free. The best way to drive adoption of a new technology such as LLMs … Continue reading Llama 2: META’s Open Source Large Language Model

Capital Allocation Decisions In A Higher Rate Environment

Capital Allocation Decisions In A Higher Rate Environment

Companies have some interesting capital allocation decisions to make in 2H 2023 as higher rates are likely to persist for the remainder of 2023 into 2024. All companies that carry debt will have to deal with this higher interest rate environment as they think about 2024 budgets. No company wants to see its strategic investments … Continue reading Capital Allocation Decisions In A Higher Rate Environment

Share Buyback Activity for AMZN, AAPL, GOOGL, META and MSFT.

Share Buyback Activity for AMZN, AAPL, GOOGL, META and MSFT.

We reviewed share buyback activity for Amazon, Apple, Google, Meta and Microsoft. Generally speaking, share buyback activity is down versus a year ago given elevated share prices, higher interest rates/cost of capital and an uncertain macroeconomic environment. We reviewed share buyback activity for AMZN, AAPL, GOOGL, META and MSFT at 3, 6 and 12 month … Continue reading Share Buyback Activity for AMZN, AAPL, GOOGL, META and MSFT.

Elon Musk vs. Mark Zuckerberg Appears To Be On

Elon Musk vs. Mark Zuckerberg Appears To Be On

Elon Musk and Mark Zuckerberg have negotiated a bunch with the UFC over the past couple of months as it relates to their potential MMA contest. Per Musk, it appears that the UFC has been boxed out of the promotion as Musk and Zuckerberg will go direct to the people via Twitter/X and Facebook/Meta Platforms. … Continue reading Elon Musk vs. Mark Zuckerberg Appears To Be On