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
Yeah.
Much like the internet, AI may transform businesses and become ubiquitous throughout the global economy.
But it's also possible that markets have already priced in a decade or two of progress, just as happened with Amazon and Microsoft in two thousand.
Those companies ultimately fulfilled enormous expectations, but investors who bought before the bubble burst still endured years of disappointing returns.
The question isn't whether AI matters.
It's how much of that future is already reflected in today's prices.
Winners and losers.
During the Internet boom, investors didn't have to distinguish winners from losers.
Everything went up.
The hard work started after the boom.
Amazon became one of the most valuable businesses in history.
Pets.com and hundreds of other online retailers vanished.
The Internet transformed the economy while simultaneously destroying enormous amounts of capital.
AI may prove similar.
Today, capital is abundant for private AI companies at every stage and in every layer of the stack, models, infrastructure, applications, tooling, and services.
But capitalism eventually forces distinctions.
Not every company can be a winner.
Technology concedes spectacularly while many investments fail to meet expectations.
From access to positioning.
The allocator dilemma.
Showing 2241–2260 of 4,298 · page 113 of 215
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