October 7, 2024

Sumit Gautam - Why AI won't deliver in 2025 | Scalar Gauge

Sumit Gautam is the Founder of Scalar Gauge and speak with Equity Mates ahead of his appearance at the Sohn Hearts & Minds conference.

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In this conversation, Sumit unpacks:

His investment philosophy
Why private equity outperforms and how he is taking that approach to public markets
The divergence between the tech economy and the real economy
Why the AI narrative is unlikely to live up to investor expectations in 2025
How he would advise investors that are overweight magnificent 7 tech stocks
Why he is investing in software companies over AI.

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You can tune in below, or where ever you listen to your podcasts.

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