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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

2027.426 - 2045.289 Eric Vishria

You know, I think one of the things that we maybe think about almost not at all is we almost never think about like fun cycle or fun timing or anything else. And we almost never think about or talk about portfolio construction or anything else like we it does not come up.

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