Operating at the Intersection of Technology and the Capital Markets
Category: Strategy
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
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
I would not be surprised if Meta Platforms CEO Mark Zuckerberg were to become full time Meta Platforms Chairman in 2024 after handing the CEO title to an internal executive who has been loyal over the years. I don't pay close enough attention to Meta to know who that person may be. One thing is … Continue reading How Much Longer Will Zuckerberg Remain CEO?
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
I'm happy to see the ESG backlash of late. I'm equally happy to see BlackRock's Larry Fink having to fight off of the back foot. Fink's corner may have thrown in the towel in fact. I agree with Lynn Forester de Rothschild - throw ESG in the dustbin (video below). Great management teams (the "G" … Continue reading Throw ESG In The Dustbin
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 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
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
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 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
You must be logged in to post a comment.