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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400]

Dec 6, 2024 · 1h 36m
AI Summary
  • Chetan Puttagunta (Benchmark GP) and Modest Proposal (public markets capital manager) discuss pivotal shifts in AI development as leading labs hit scaling limits
  • Transition from pre-training to test-time compute could democratize AI development while reshaping investment landscape across public and private markets
  • Conversation examines implications for venture capital and emerging opportunities as compute economics shift

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