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

Equity Mates
 • 
Oct 7, 2024

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

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.

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

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