With the year in review, we also kick off our countdown of the most popular episodes of 2025.

We'll drop two this week and the top three next week. And at number four, it's Alex

Sasserdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he

finds companies ascending their S-curve of adoption.

Next week, we'll drop the top three.

I'm wishing you a relaxing, enjoyable, and very happy holiday.

Hello, I'm Ted Sides, and this is Capital Allocators.

This show is an open exploration of the people and process behind capital allocation.

Through conversations with leaders in the money game,

we learn how these holders of the keys to the kingdom allocate their time and their capital.

You can join our mailing list and access premium content at capital allocators.com. All opinions expressed by TED and podcast

guests are solely their own opinions and do not reflect the opinion of capital allocators or their

firms. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of capital allocators or their firms. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Clients of capital allocators or podcast guests

may maintain positions and securities discussed on this podcast.

My guest on today's show is Alex Sasserdot,

the founder of Whale Rock Capital Management,

a technology-focused investment firm that manages

$8 billion across hedge fund, long-only, and hybrid strategies.

Our conversation covers Alex's path to running Whale Rock, shaped by early exposure to the markets

through his father, a longtime partner at Goldman Sachs, and his formative years at Fidelity.

We dive into the key lessons he learned at Fidelity. We dive into the key lessons he learned at Fidelity,

...