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
I think that's a good question that is really interesting because if you think about OpenAI and Anthropic and Meta and Google, and then there's a whole bunch of others coming, XAI and Mistral and so forth, SSI now. I think the foundational model war benefits us all in a way.
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