meta_pixel
Tapesearch Logo
Log in
Invest Like the Best with Patrick O'Shaughnessy

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

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.8 β€’ 2.4K Ratings

πŸ—“οΈ 13 March 2020

⏱️ 39 minutes

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0

This episode is brought to you by Coiffin.

0:02.0

I've become very interested in the best software tools and investing.

0:04.8

And when I asked Twitter for the best Bloomberg alternative,

0:07.4

the overwhelming winner was an excellent new product called Coiffin.

0:10.6

It's a web-based platform that lets you analyze stocks, ETFs, mutual funds,

0:14.2

and other asset classes in one place.

0:16.6

I've been using it every day to track what's going on in the market,

0:18.9

and I think if you try it, you will too.

0:20.8

Coiffin has a ton of high-quality data, powerful functionality, and a clean interface.

0:25.0

The best part is that it's free.

0:26.2

You can sign up at www.coiffin.com.

0:29.5

That's koifin.com.

0:31.9

Hello and welcome, everyone.

0:37.4

I'm Patrick O'Shaughnessy, and this is Invest Like The Best.

0:40.4

This show is an open-ended exploration of markets, ideas, methods, stories,

0:45.0

and of strategies that will help you better invest both your time and your money.

0:49.0

You can learn more and stay up to date at investorfieldguide.com.

0:52.8

Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management.

1:00.4

All opinions expressed by Patrick and podcast guests are solely their own opinions

1:04.6

and do not reflect the opinion of O'Shaughnessy Asset Management.

1:08.3

This podcast is for informational purposes only, and should not be relied upon as a basis

1:12.6

for investment decisions.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Colossus, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Colossus and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright Β© Tapesearch 2025.