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

1594.486 - 1612.218 Eric Vishria

And then you have to kind of evaluate and figure out like, okay, do we think that whatever the product the company is building, the entrepreneur, I mean, go back to the same things, like has sustainable advantage over time. And that's a really, you know, that's a really difficult judgment right now. But I think it's like one of these things that we have to do. But I totally agree with you.