TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Category: Strategy

    • Look at BofA’s Numbers. The Consumer Is Weakening.

      The consumer is weakening, there is no doubt. This consumer weakening has played out in slow motion. The trend is likely to continue in my view so long as interest rates remain elevated. Elevated rates translate to higher borrowing cost for the consumer. This at a time when the price of goods and services remains…

    • Microsoft’s Activision Deal Adds “Strategic Glue” To Its Xbox Platform

      Microsoft closed its Activision acquisition. As we wrote on August 7th – Activision will add strategic glue to MSFT’s Xbox platform by adding hit gaming content such as the Call of Duty franchise.

    • John Riccitiello’s Past Caught Up With Him

      Was Unity’s pricing model PR error enough to push out John Riccitiello as Unity (ticker: U), CEO? I don’t think so. However, when you combine a massive business operations gaffe with sexual misconduct lawsuits, it then becomes difficult for any Board to want to keep the CEO around. You may read our previous article about…

    • The FTC Will Not Breakup Amazon Or Google

      To put it simply, the Biden Administration’s FTC is anti-capitalist and anti-American. The primary problem with FTC Chair Lina Khan‘s organization is that it suffers from overreach as does the Biden Administration.

    • Microsoft Is Overvalued

      Sure, Microsoft (ticker: MSFT) is not wildly overvalued like a number of other names, yet the Redmond Software giant’s stock is pricey at approximately 24x trailing Cash From Operations. That’s a hefty multiple for a company that is not growing Cash From Operations and is primarily growing revenue because of price increases (MSFT will have…

    • Intellectually Curious CEOs

      In previous TEK2day articles and podcast episodes we have talked about intellectual curiosity as the most important attribute for a Technology CEO to have. Technology Founder CEOs: We are partial to Technology founder CEOs in large part because it is their intellectual curiosity that not only served as a catalyst for starting the business, but…

    • Top-Down Gen AI Initiatives Will Fail

      For Gen AI initiatives to succeed they must be driven from the bottom up. Business users must define Gen AI use cases that drive an ROI. When I read about Gen AI pilots where the driving factor is the CEO I think to myself that such pilots are doomed to fail. I imagine the CEO…

    • 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…

    • Understanding CoreWeave and Nvidia from A Customer Perspective

    • How Much Longer Will Zuckerberg Remain CEO?

      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…