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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

1334.565 - 1341.767 Harry Stebbings

Just crush everyone. You're a 10% better product. Agreed, better product. But they just crush everyone with bundled packaging.

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