Ted Seides

🎙️Capital Allocators; 🖊️

[Ted Seides @tseides]

Ever wonder which episode to listen to next?

We’ve created eight playlists of the top episodes across the following categories:

Most Popular
Investment Legends
CIOs
Capital Formation
Interdisciplinary Knowledge
Public Equity
Private Equity
Private Market Allocation

Available on our website or Spotify.

https://t.co/aRPTtidfwu

[Ted Seides @tseides]

With thanks to @AlphaSenseInc, SRS Acquiom, & @BipsyncApp.

[Ted Seides @tseides]

With thanks to @AlphaSenseInc, SRS Acquiom, & @BipsyncApp.

[Ted Seides @tseides]

Private equity firms are still asking what it takes to make data work at scale.

On Investment Management Operations, Scott MacDonald speaks with Adam Ciborowski of RCP Advisors on fund operations, AI, and building better infrastructure for private equity monitoring.

https://t.co/yjmEIAceOw

With thanks to @cartainc.

[Ted Seides @tseides]

One deal a year — on purpose. Erik Brooks, Co-Founder and Managing Partner of Ethos Capital on risk, betting on people, and building a different kind of private equity firm.

https://t.co/dfqrQN6pIf

With thanks to @AlphaSenseInc, @BipsyncApp, & SRS Acquiom.

[Ted Seides @tseides]

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

Masterclass advice from John Kim, author of "The Tao of Fundraising."

[Ted Seides @tseides]

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

From this week's conversation with John Kim, author of "The Tao of Fundraising."

[Ted Seides @tseides]

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

A top quote from this week's conversation with John Kim, author of "The Tao of Fundraising."

[Ted Seides @tseides]

More than $70B raised became a masterclass in persuasion. John Kim, author of The Tao of Fundraising, shares lessons on raising capital, investor psychology, meeting dynamics, and influence.

https://t.co/lIo0Zj0Z1C

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

A favorite quote from this week's conversation with Josh Steiner, co-author of "From Mistakes to Meaning: Owning Your Past So It Doesn’t Own You."

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

“Racks in space”. @GavinSBaker expresses the evolution of AI in words understandable to non-techies.

[Patrick OShaughnessy @patrick_oshag]

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years.

He explains that means "racks in space" and thinks orbital compute will solve the watts shortage:

"When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is.

A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide.

It's racks in space. It has these solar wings that are probably 500 feet long on each side.

You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun.

And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade.

You link these racks using lasers traveling through vacuum which are already on every Starlink.

SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today.

I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts.

And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically.

In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth.

I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers.

It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."

[Ted Seides @tseides]

Great quote from this week's conversation with Josh Steiner, co-author of "From Mistakes to Meaning: Owning Your Past So It Doesn’t Own You."

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

Top quote from this week's conversation with Josh Steiner, co-author of "From Mistakes to Meaning: Owning Your Past So It Doesn’t Own You."

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

Private markets firms are still asking what it takes to make unified data work at scale. On Investment Management Operations, Scott MacDonald speaks with Cesar Estrada of @arcesium, on reconciliation, NAV oversight, AI, and the future of investment ops software.

https://t.co/p0k1Zbbiix

With thanks to @cartainc.

[Ted Seides @tseides]

A high-profile mistake became a framework for growth. Josh Steiner, former Clinton administration Treasury Chief of Staff and co-author of From Mistakes to Meaning, discusses mistakes, accountability, and I share one of my own.

https://t.co/1EZqUWGFwE

With thanks to @AlphaSenseInc, @BipsyncApp, and SRS Acquiom.

[Ted Seides @tseides]

Great quote from this week’s conversation with Will England, Derek Drummond, & Tony Caruso on co-founding Dockside Platforms — and turning manager access into institutional advantage.

With thanks to @AlphaSenseInc, @CanoeAI, & SRS Acquiom.