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
Not even the economics from when they were at 30 or 40 or 50 extrapolated to 200. It just isn't how it works. There's so much change that happens at these companies. And so just false precision around that is just dumb.
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