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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

1317.18 - 1332.964 Harry Stebbings

I totally agree. My worry is in a lot of these cases, the quality of product does not matter as much as the existing distribution moats that incumbents have. Could be. Like AI medical scribes, great example. Microsoft has such large enterprise.

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