Cover art for Invest Like the Best with Patrick O'Shaughnessy

Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling

Invest Like the Best with Patrick O'Shaughnessy

Published
December 6, 2024
Duration
1h 36m
Summary source
description
Last updated
Jun 24, 2026

Discusses ai, investing.

Summary

My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Both are good friends and frequent guests on the show, but this is the first time they have appeared together. And the timing couldn’t be be…

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Show notes

My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Both are good friends and frequent guests on the show, but this is the first time they have appeared together. And the timing couldn’t be better - we might be witnessing a pivotal shift in AI development as leading labs hit scaling limits and transition from pre-training to test-tim

Themes

  • ai
  • investing