WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma
Jun 17, 2026•8 min
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Episode description
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)For the best experience, listen in Metacast app for iOS or Android