Mala Gaonkar - SurgoCap Partners की Founder (Hindi version)

Hi, everybody. Nikolai Tungen, Norwegian Sovereign Wealth Fund CEO $1,800,000,000 billion dollar Loan Pine Capital founding partner hedge funds Thank you. Investment firm market Mhmm. Or Mhmm. Or product process transparent process aerospace company your made tech business, your financial data business backbone technology company or quality deliver tech business Mhmm. Business tech stack map time non tech business point. Auto industry tech industries employ technology invent lithium ion battery fascinating invest GPU video games or engaging Fast forward to today, GPUs AI drive social, demographic, or technological shifts interesting technologies disruption or non tech businesses opportunities. Or fund set self imposed constraints focus. Dollar multiply billion dollars team or collaborative cross border thinking environment creative ideas generate important Jeff Bezos, though, pizza box teams pizza box team size. Exactly. Angle competitive or customer checklist career machine learning or open source third party data check automated survey or take adoption data points automated tracking example To specifically, product adoption early adoptions Adobe products cloud transition manual process. Customer surveys response rates track actually survey bots combination use augmented human surveyors or deeper dives machine learning automated web scrape or soft scale or scope product adoptions suppliers open APIs or take stack mapping, product adoption, customer adoption consumer adoption data consumer investment organizations human collaboration interesting data or ideas industries borders AI make, take, influence aerospace material science innovation angles, AI technology AI MRI, CT scan, PET scan. So in medical image clarity or speed Intuitive Surgical company innovation haptic feedback mapping software or surgery technology combination Medical students training or health care costs control AI. Mhmm. Idea technology, non tech, businesses intersect or data human decision making process Very interesting. Concentration concentration verticals but focus enterprise data broadly tech, financial services, health care services, or industrial technologies. Areas emerging technology disruption themes relevant or market leaders durable modes incremental returns incremental return per capital technology trends to himself in char areas for focus or thematic exposure or is current offense market structure passive nature odd factory rotation portfolio disrupt exciting challenging or system one or system two thinking System one thinking intuitive gut feeling positive or fluid reactions or system two thinking methodically or logically team or portfolio system two thinking driven. Master thesis interview. Oh, that's right. Intuition analysis career pattern recognition pattern recognition pattern recognition individual analytical viewpoints context person, CEO, leadership, hero model importance or just context company or businesses hard learning failures World Bank, junior analyst Roos or Mongolia poignant example valuation local bank branch stock market capitalism, liberal democracy. Private market caps or company public markets So in trends private markets disruptive fundamental view Just intuition system one or system two thinking fine filters overall investment checklist checklist driven approach colorful biases confirmation bias, availability bias, sunk cost bias. Investment or thesis headwinds issues. Time. Make sure time omissions or commissions or cheeses. FOMO thoughtfully missing out. Team sport team coach or mentor circle driver investment talent mentor. Compromise. Valuation business investing founder investing red …