Mala Gaonkar, founder of SurgoCap Partners, discusses her investment strategies, emphasizing the identification of businesses with long-duration moats. She highlights the importance of understanding the tech stack map of businesses, even in non-tech sectors, and how older technologies can disrupt in new ways, citing the lithium-ion battery's impact on the auto industry and GPUs role in AI. Gaonkar also explores the counterintuitive benefits of AI in medical technologies, such as improved imaging accuracy and robotic surgery, which can lead to more cost-effective and better healthcare. She advocates for concentrated investments in enterprise data, technology, financial services, healthcare, and industrial technologies, and sees value in private companies as sources of disruptive innovation.
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