# WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma

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Text version: https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/wtt-ai-fundamentals-valuation-and-the-next-allocator-dilemma.md
Podcast: [Capital Allocators – Inside the Institutional Investment Industry](https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998)
Published: 2026-06-17T08:00:00+00:00
Episode link: https://tedseides.libsyn.com/wtt-ai-fundamentals-valuation-and-the-next-allocator-dilemma
Audio file: https://pscrb.fm/rss/p/traffic.libsyn.com/secure/tedseides/CA_-_WTT.AI_-_AUDIO_V2.mp3?dest-id=482814
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Duration seconds: 497

## Resource

This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to go public, and the next big challenge allocators face as a result. Read Ted's blog here . Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠ https://thepodcastconsultant.com ⁠ )

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## Transcript

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