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
This year, 2024, the game on the field is we have a major, major shift in AI, which could be bigger than any of these other shifts, maybe combined. It's really big. There's a lot of interesting work happening. There's a lot of uncertainty, without a doubt. But we've been more active than we've been since 2010 and 2011. What was happening in 2010 and 2011? Mobile shift.
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