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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

1511.449 - 1531.788 Harry Stebbings

Those companies in that trajectory are scaling revenues faster than ever. I remember when it was like, oh my gosh, they got to 10 million ARR in such a, now it's just completely different in terms of revenue scaling. How do you determine and think about analyzing revenue quality? And I've heard you set before sugar high revenue versus sustainable revenue.

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