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
Harry Stebbings
But I find it kind of paradoxical because you've got two questions here, which is the $600 billion AI question. Thanks, David Kahn. The CapEx spend is so much and the revenues are trailing so far behind. And then you also have the speed of revenue scaling is faster than ever. Oh, my gosh. They almost seem at odds.
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