Letter #138: Chetan Puttagunta and Caryn Marooney (2023)

Hi there! Welcome to A Letter a Day. If you want to know more about this newsletter, see "The Archive.” At a high level, you can expect to receive a memo/essay or speech/presentation transcript from an investor, founder, or entrepreneur (IFO) each edition. More here. If you find yourself interested in any of these IFOs and wanting to learn more, shoot me a DM or email and I’m happy to point you to more or similar resources. Today’s letter is the transcript of a conversation between Chetan Puttagunta and Caryn Marooney. In this conversation, the two discuss how to think about investing in AI, Chetan’s portfolio company MindsDB, the concentration of AI talent in large enterprises, Caryn’s investment in RunwayML, the internet bubble and Amazon dot bomb, Caryn’s perspective on the similarities and differences between with Mark Zuckerberg and Marc Benioff after having worked with them through multiple cycles, the most common mistake founders make, getting your first customers, why you shoul

Hi there! Welcome to A Letter a Day. If you want to know more about this newsletter, see "The Archive.” At a high level, you can expect to receive a memo/essay or speech/presentation transcript from an investor, founder, or entrepreneur (IFO) each edition. More here. If you find yourself interested in any of these IFOs and wanting to learn more, shoot me a DM or email and I’m happy to point you to more or similar resources. Today’s letter is the transcript of a conversation between Chetan Puttagunta and Caryn Marooney. In this conversation, the two discuss how to think about investing in AI, C