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
Eric Vishria
So in this way, and this is the challenge with it, which is it's simultaneously the most exciting and most disorienting time in my 25 years in technology, because that is a really challenging situation where In some ways, the prize is so big that you could very easily say you can justify really ridiculous prices on any fundamentals basis.
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