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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

2661.504 - 2672.877 Harry Stebbings

And even then, if it's still a shit gross margin and it's go-go times, we can still get a great multiple. And if it's amazing and shit times, the IPO market, there's so many fucking variables. I don't have a clue.

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