Ted Seides(@tseides):Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across public and private markets. https://t.co/RjUyUjFSHe With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

2026.03.02 14:34

Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across public and private markets. With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.