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
For allocators, this distinction matters for another reason.
The biggest winners increasingly sit inside institutional portfolios, creating a different challenge than simply deciding whether AI is real.
Allocators are moving from how to gain exposure to AI to how to position portfolios when access is no longer an obstacle.
The power law phenomenon in venture capital is more pronounced than ever.
The 10 largest venture back winners are worth around $2.5 trillion and represent over 50% of venture capital value.
Many institutional investors participated in these businesses through early, mid, and late-stage private investments.
A few fortunate endowments are reported to have 10 to 15% of their entire pools.
In SpaceX.
For years, private for longer created allocation imbalances across public and private markets.
LPs rode extraordinary winners without much agency to adjust their portfolios.
Ed Greffenstedt spoke about this setup on a recent podcast, articulating the unsatisfying options of selling in the secondary market at a discount, slowing venture commitments, or adjusting asset allocation targets to adjust for megacap venture winners.
But as megacap private companies begin offering meaningful liquidity to public investors, allocators face a new challenge.
What do you do when yesterday's private market winners become tomorrow's public market index constituents?
A few years ago in Active Management Today is a single decision, I wrote that active management came down to the choice of how much exposure to hold in the Mag 7.
Replace Mag 7 with AI, overlap acknowledged, and the dynamic isn't much different.
AI may be real, valuations may be high, and allocators still have to decide what and how much to own without hiding behind the constraints of long ago seeded private investments.
The next decade may not only determine the winners and losers of AI, it may determine how allocators perform relative to each other.
That's a question of technology, economics, and market structure all at once.
The hard part comes after being right.
AI technology may exceed our expectations, while many investments fail to meet them.
Showing 2261–2280 of 4,298 · page 114 of 215
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