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

1728.359 - 1748.792 Eric Vishria

And so I don't know that we figured out the monetization model, but I think what we can say very clearly, customers perceive a lot of these products, not all of them, but a lot of these products as magic, which they are basically magic. And they want them. There's a bunch of monetization that needs to be figured out, but I kind of don't worry about it. It's like, we will figure it out.