20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

1002.597 - 1024.171 Eric Vishria

Yeah. I mean, I think you could say that's a good case of violent execution by a determined team. And so I think there are insights there, as you said. There's little execution detail insights in your point. And so it's not like... It doesn't have to be some pie-in-the-sky insight that's like, oh my God, AGI is coming in Q3 of 2025. That's not the kind of insight that we're talking about.