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
The thing that I take away from that is that whatever you're selling, and this is true for a lot of these AI companies, customers want to buy. Customers want to buy it. And I think part of it is just like the products to a lot of these customers, the products are magic. They feel like magic to the customers. So the customer and the ROI on those products is just tremendous.
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