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

2459.639 - 2479.99 Eric Vishria

He's like, this goes against everything I've learned in the industry. Totally discouraging. He hasn't met the company yet, just based on my articulation of it. Monday. So I bring the company in. Peter was like, I was like, just have an open mind on it. Just have an open mind. And so comes in on Monday, Andrew pitches and he had a term sheet already. And so we were running obviously.