Ted Seides
speaker
4,298 appearances
32 recordings
1 series
first heard Mar 2026
last heard 17 Aug
Ted Seides’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jul 2026 with 7.
Appearances
A few months later, the dot-com valuation bubble burst, but the internet-powered economy roared on.
Maybe I was proven right, or maybe I was early and wrong.
That's what made the period so difficult to navigate.
The enthusiasts were right about the technology, and the skeptics were right about prices.
Here we are again with AI.
AI is the next revolutionary technology and the centerpiece of every investment conversation.
I won't pretend to know how the technology, business models, or capital markets will play out, but it's hard not to think about AI these days.
I tend to see the world through probabilities rather than certainties.
Consistent with that thread, I see two sides of the AI discussion across investment prospects, winners and losers, and the next big allocator challenge.
Fundamentals versus prices.
The AI supply chain is experiencing unprecedented adoption, revenue growth, and capital expenditure.
The fundamentals of frontier models, compute, infrastructure, energy demand, and capital formation are off the charts.
At the same time, the valuations of both public and private companies imply these trends will continue, creating unprecedented growth, returns on invested capital, and future profits.
Two recent podcast guests capture the two sides of this debate.
Gavin Baker from Atreides describes the AI revolution as one of the most extraordinary moments in the history of capitalism.
He sees real demand constrained by the supply of watts and wafers, compelling returns from productivity gains, and a market that underestimates the durability of AI spending.
On the other hand, Rajiv Jayan from GQG is avoiding hyperscalers and AI-related businesses.
He worries about the downside risk from massive capex without free cash flow follow-through, lack of pricing power, and extreme valuations.
While he agrees that AI is a revolutionary technology, he's skeptical that today's business fundamentals justify today's prices.
Both may
Showing 2221–2240 of 4,298 · page 112 of 215
← Previous
Next →