Archive - TEK2day

We launched our CEORaterScore today on our CEORater app.

10 hrs ago •

Jonathan Maietta

CEO Compensation Scores @ CEORater

To piggyback off of this morning’s note, CEO Compensation Scores are now available on CEORater for NASDAQ 100 CEOs.

Aug 11 •

Jonathan Maietta

CEO Compensation Scores. Who Passed?

We scored, or perhaps more specifically graded NASDAQ 100 CEOs on an A-F scale

Aug 11 •

Jonathan Maietta

Federal Reserve Weekly SOMA Update

The Fed remains in a holding position.

Aug 10 •

Jonathan Maietta

GPT 5: Much Ado About Nothing

There’s nothing about GPT 5 that makes me want to stop using Claude Opus 4.1 or even Gemini 2.5 Pro (I don’t use Grok 4).

Aug 10 •

Jonathan Maietta

CEORater AlphaScore Movers

NASDAQ 100 CEOs with the largest AlphaScore change over the past month for the period July 9th to August 8th.

Aug 9 •

Jonathan Maietta

Is Anthropic Long for This World?

If OpenAI codex kills Cursor, Anthropic will be down to Microsoft (MSFT) as its sole large customer (approximately $1.5 billion of Anthropic’s $3.1…

Aug 8 •

Jonathan Maietta

Oracle and Legacy DB Providers Are Missing This Growth Opportunity

We migrated CEORater’s back-end last night from an Excel-based database to Airtable. When your application is essentially a static sheet of rows and…

Aug 8 •

Jonathan Maietta

TEK2day Holdings - Apps Update

We have bifurcated the T2D Holdings portfolio between Enterprise and Consumer technology.

Aug 5 •

Jonathan Maietta

PANW CEO Nikesh Arora Is Not Long for the CEO Chair

We wrote about PANW agreeing to pay 25x Revenue for CYBR earlier this week. The deal feels like an attempt by Arora to create a splash to save his job…

Aug 3 •

Jonathan Maietta

The $100 Billion LLM: Where Will The Revenue Come From?

This next LLM build phase (2025, 2026) means $100 billion in cost per frontier LLM build.

Aug 3 •

Jonathan Maietta

Federal Reserve Weekly SOMA Update

The Fed has essentially ended QT on the Treasury front, but continues to bleed its balance sheet of the mortgage-backed excess of April 2020-April 2022.

Aug 2 •

Jonathan Maietta

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