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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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

1105.285 - 1125.461 Eric Vishria

And I think that was a huge part of, you know, Gurley and the rest of the benchmark teams at that time predates me. It was a huge part of their insight in terms of the investment thesis. And so like when you kind of think about a situation like that, okay, that's market created. That's a good example of market creation. And we have those all over. Like if you were like...

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