Episode Details
| Title | Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.399] |
|---|---|
| Date | 12/6/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $AIAPPS - Benchmark is heavily investing in AI companies, comparing the current AI boom to the mobile app revolution of 2009. This suggests strong growth potential in AI applications.
- “We've made 25 investments in AI companies, and for a $500,000,000 fund with 5 partners, that's an extraordinary pace. The last time we had that kind of a pace was, surprise, when the App Store came out in 2009.” - Chetan (56:08)
- 🟢 $AWSCLOUD - 🔒
- 🟢 $CEREBRAS - 🔒
- 🟢 $META - 🔒
- 🟢 $TECH - 🔒
Bearish:
- 🔻 $NVDA - 🔒