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

2419.209 - 2438.854 Eric Vishria

What it was is unique and novel. That's what it was. It was unique and novel. And so I came out and I was like, this is interesting. We met again. So I called in a bunch of partners to meet on Thursday. And so a whole bunch of us, including some of the founders, including Bruce, he mentioned earlier, like he came in because it's like, you know, like, what do I know about semiconductors?