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
That's just the delay. And so I feel like And the reason the parallel to search is interesting is because it's like, hey, there was a new technology that was really powerful, web search. And it took a while to figure out monetization. And we have a new technology, alums, that are really, really powerful. And we've got to figure out monetization on them.
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