Atreides Management
also referred to as: atreides
7 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Sep 8, 2025 by Ted Seides · said 16 times in 5 episodes since 2024 · across every show →
Mentions by year
brought up most by Ted Seides (10), Gavin Baker (5)
tap a year for its mentions
2026 12 mentions in 1 episode
2025 1 mention in 1 episode
Everything said about Atreides Management, oldest first
Sep 8, 2025 positive
Mar 2, 2026 positive
Baker: Framing investment ideas as falsifiable hypotheses limits confirmation bias
“Instead of having an investment thesis, we have an investment hypothesis, thesis being a literal statement of belief, and if you state a belief, as a human, you become attached to it, whereas a hypothesis is quantitatively falsifiable, and you're attempting to…”
Mar 2, 2026
Baker: Atreides requires trusted founders or board VCs for large private bets
“I don't like to invest in a company and make it a big position unless it's either a repeat founder who I've had a long duration relationship with, or there is a VC who I have a close personal and professional relationship with, Who has a really good track reco…”
Mar 2, 2026
Understanding a business takes years, not 90 days of due diligence
“It's funny that some investors have an idea that you can do 90 days of work on a business and really understand it. I don't think it's possible. For me, to really understand a business, I need years of history, in some case decades, to see how the business and…”
Mar 2, 2026
Baker: Atreides manages fund positions via dynamic pilot and co-pilot roles
“Every position in the fund, I think of it as like an airplane. You can pick any moving vehicle. On some positions, I'm the pilot. On other positions, I'm the co-pilot. Some positions, I'm in the plane, and maybe the pilot or the co-pilot are people who I've wo…”
Mar 2, 2026
Mar 2, 2026 positive
Baker: Competitive sports experience is essential for hiring resilient analysts
“In today's world, actually having played sports is an advantage or done anything where there's objective outcomes. For a lot of children, they've lived in a world of participation trophies and great inflation. They haven't been confronted with losing, with an …”