Younis: Public equity hedge funds lack the fundamental edge people assume
Qasar Younis · The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis · Mar 8, 2026 · at 13:41
Applied Intuition CEO Qasar Younis discusses the reality of Wall Street hedge funds and public market investors reacting to AI disruption.
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“You might think as I did from far away that folks in at hedge funds or at large, you know, public equities funds are extremely nuanced and thoughtful, and they are like, you know, on whiteboards with, you know extremely deep and, oh, maybe even theoretical math to figure out should they buy or sell, you know, Figma. And that's not actually how it works. I mean, and really what these folks are is, and in this specific case, I think what's happening is they are, they buy and sell stock. They are smart people and they do work hard. It's not to take, take that away, but they don't have a fundamental edge that you would assume that somebody who sits in you know, skyscraper in New York has”
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