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.

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