Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]

Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]

My guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the face of coronavirus in a very timely conversation, which is one that will remain valuable once this crisis is done. We discuss enterprise and consumer, funding and growth, and the entrepreneurial spirit in the face of a crisis. Please enjoy. This episode is brought to by Koyfin. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes 1:44 – (First question) – Landscape for venture capital ecosystem 6:47 – The experience in 2009 and the entrepreneurs that tend to rise to the top 8:24 – The relationship between early stage companies and public investors 10:45 – How this crisis impacts enterprise businesses vs the broader corporate sector 14:46 – Advice for early stage companies in a period like this 18:23 – What Chetan was doing during the last downturn and what he learned during it 20:27 – Early stage vs late stage companies in this environment 22:57 – On the Road to Recap 23:00 – Benefits of being small in a period like this 25:22 – How portfolio companies are responding and pivoting during this period 29:33 – Best practices for remote companies 31:39 – Themes that stand out during this period 34:51 – Closing thoughts Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on Twitter at @patrick_oshag

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Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Kevin Kelly⁠ co-founded Wired mag...

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Ken Langone - The American Dream - [Invest Like the Best, REPLAY]

Ken Langone - The American Dream - [Invest Like the Best, REPLAY]

Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange...

30 Loka 202550min

Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]

Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]

My guest today is Karim Atiyeh. Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1 billion in revenue in just over five years. Ramp i...

21 Loka 20251h 46min

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck....

16 Loka 20251h 36min

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

My guest today is Jesse Zhang. Jesse is the co-founder and CEO of Decagon, one of the fastest-growing AI customer service companies. Decagon provides a centralized AI engine to auto-resolve issues at ...

6 Loka 20251h 22min

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—liter...

30 Syys 20251h 59min

Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)

Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. This Business Breakdowns on Rolex ...

26 Syys 20251h 2min

Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]

Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]

My guest today is Barry Diller. Barry is the former CEO of Paramount Pictures, Fox Broadcasting, and the founder of IAC. He has been at the center of every major media transformation over the past fiv...

23 Syys 202554min

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