Beneficiaries on the Demand side of AI

In May early this year, Coatue had put out a deck.

They were talking about how the market has disproportionately rewarded the ‘sellers of AI’ vs. the ‘buyers of AI’

In India, we have used a 3 bucket framework

Supply → Demand → Displaced

On the supply side think of Capital Goods, Wires and Cables, Cooling Solutions

Demand side has had interesting winners right from Fintech to E-commerce and even co-working and flex spaces (massive GCC activity happening in India)

and finally, one sector that sits on Displaced → IT Services

This Sunday, we break all 3 of them down and take you through what’s happening on the entire AI landscape in India.

While doing all of this, we are very clear about our coverage universe - is this sector / Company an AI winner or an AI loser.

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