Episode Details
| Title | Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400] |
|---|---|
| Date | 12/6/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $AIAPPS - There's significant investment and growth potential in AI applications, comparable to the mobile app boom of 2009.
- “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 (56:13)
- 🟢 $META - 🔒
- 🟢 $AMZN - 🔒
- 🟢 $AIINFRA - 🔒
- 🟢 $TECH - 🔒
Bearish:
- 🔻 $NVDA - 🔒
- 🔻 $DATACTR - 🔒
- 🔻 $OTEX - 🔒