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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

1373.151 - 1391.69 Eric Vishria

The answer is for sure both. I would maybe tweak your question, which is to say, I don't know that it's going to be like the price per seat model. But I'll give you a simple way to look at it. Let's take the AI coding area, right? We've seen like tremendous amount of capital go into AI coding and co-pilots and AI software engineers and whatever.

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