The AI War, Indian Brainpower & Creating Wealth | Mohandas Pai x Saurabh Mukherjea

Connect with us on WhatsApp: https://marcellus.in/help?utm_source=... In this fireside chat, Padma Shri Awardee Mohandas Pai (Chairman, Aarin Capital; Former CFO, Infosys) joins Saurabh Mukherjea (Founder & CIO, Marcellus) to explore the far-reaching impact of Large Language Models (LLMs), artificial intelligence, and the shift in global capital allocation. From the high-stakes geopolitical AI battle between the US and China to India’s crucial role as the global engine powering this tech revolution, this conversation dives deep into: • How AI and automation are changing job markets and workforce demands. • China’s aggressive investment strategy vs. US technological dominance. • Why global tech companies rely on Indian talent to deploy and maintain frontier AI. • Navigating valuation, capital flows, and macroeconomic trends in an AI-driven economy. • How investors can deploy capital globally to capture this massive megatrend. 💼 About Marcellus Investment Managers Marcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager. At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy and transparent capital allocators. Discover our approach to investing here: www.marcellus.in