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00:00 Intro: IT Underperformance
02:17 Various Segments
08:02 Large Cap IT: Growth Issues
14:33 Mid Cap IT: High Valuations
17:11 ER&D IT: Cyclicality
24:03 Product IT: Reinvestment Issues
30:38 Will AI Impact?
34:08 Technical Overview
36:03 Learnings Summarized
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