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Ricky

Ricky

Research Analyst at Guggenheim

Houston, TX, US

Ricky Sharma is an experienced financial analyst who previously worked at Guggenheim Partners in the investment banking division, where he focused on energy sector companies and conducted detailed financial modeling and transaction analysis. He has covered leading firms in the sector, leveraging his analytical skills to support large-scale transactions and corporate finance strategies. Ricky began his career after graduating from Southern Methodist University’s Cox School of Business, and has also worked at Scotiabank, continuing to build expertise in the Houston energy market. His credentials include a strong background in finance and investment banking, though specific FINRA licenses or external analyst rankings are not publicly available.

Ricky's questions to Tempus AI (TEM) leadership

Question · Q3 2025

Ricky asked for updates on Tempus AI's foundation model work with AstraZeneca and Pathos, including key milestones, and how the recent Paige acquisition benefits this foundation model development.

Answer

CEO Eric Lefkofsky reported that the foundation model is successfully completing its pre-training phase, showing strong predictive performance against benchmarks. It is now entering a large compute phase, with post-training expected in late 2025/early 2026, and first model versions anticipated in Q1. He highlighted Tempus AI's significant investment in GPU capacity and its tech-company-like approach to AI. The Paige acquisition is beneficial as Paige.AI had its own foundation model work in digital pathology, and their teams and data are now integrated, adding momentum to Tempus AI's efforts.

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Question · Q3 2025

Ricky asked for updates on the foundation model work with AstraZeneca and Pathos, including next milestones, and any benefits derived from the Paige acquisition for this work.

Answer

Eric Lefkofsky (CEO, Tempus AI) reported the foundation model is successfully finishing its pre-training phase, entering a large compute phase, with post-training starting late 2025/early 2026, and first model versions expected in Q1 2026. He highlighted strong progress, plans for additional GPU capacity, and the integration of Paige AI's digital pathology foundation model work and team, enhancing momentum.

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