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The Era of Agentic AI Meets Mega-Cap Tech IPOs

August 18, 2026
About the Speakers

  • Ted Seides

    Founder
    Capital Allocators

  • Michelle Brophy

    Director of TMT Research
    AlphaSense

  • Marcelo Ballvé

    Head of Research
    Sacra
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Token Economics: How Heavy AI Users Are Optimizing Spend at Scale

This expert panel brings together voices from companies that are heavy consumers of AI tokens to unpack how usage patterns are evolving in practice. They will share real data and firsthand insights.
Webinars & VideosUpcoming on Sep 16, 2026
White blueprint-style drawing of a headset with a microphone, framing a radiating star symbol, on a blue background with vertical lines.

The Intelligence Edge: Sourcing Alpha When LLMs Become a Commodity

Industry leaders explore how sophisticated APAC investment firms are moving past loose, "connector-first" AI tools to build vertically integrated, decision-grade intelligence systems.
Webinars & VideosUpcoming on Sep 3, 2026
White outline of headphones with a microphone and a stylized star between the earcups, on a blue background with vertical stripes.

From Assistant to Agent: Security, Safety & Trust in AI

This 3-part series explores how AlphaSense thinks about AI security and safety as a core design philosophy — not a compliance checklist.
Webinars & VideosOn-Demand
Headshots of Lawrence Sica, VP of Product Security, and Sami Isman, Product Marketing Manager, AI, both from AlphaSense.

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