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
How do you think about value in the stack? When we think about where value in the stack is today, it's obviously in compute. NVIDIA has seen that. It's also in models with open AI. Your partner Sarah wrote that models are the fastest commoditizing technology ever, which is a great statement. I've used it a couple of times in shows.
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