Latest / Equity Mates Investing Podcast
Expert: Sumit Gautam - 4 steps to find great software businesses
Artificial intelligence has been the biggest story in markets this year, but is it overhyped? Today's guest thinks it is unlikely to live up to investor expectations in 2025.
In this episode we speak to Sumit Gautam, a former private equity executive and founder of Scalar Gauge, a hedge fund trying to take a "private equity style of investing to the public markets".
In this conversation he 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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.