In a conversation with ET Now, Managing Partner, Ansid Capital shared a nuanced view that attempts to separate hype from reality.ET Now opened the discussion by highlighting the sudden correction in global markets and growing fears.Singh dismissed the comparison as misplaced. “Look, it is unfair to compare it with the dotcom era because lessons have been learnt from that phase,” he said, pointing out that today’s largest AI investors—Amazon, Microsoft, Meta, and Google—are companies with entrenched revenue ...