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
I totally agree. I think this goes back to the spreadsheet conversation and why I think spreadsheet investors are going to get wiped out or have a really hard time in this era. And I think SaaS was such a boon and gift to the investor bankery spreadsheet investors. Plug your stuff in and you figure it out at scale, right? At the early stage though, I totally agree with you.
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