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
And I think you can say, let me take the flip side of it, which is the flip side is there are things that you can see at those stages, which would tell you that this thing is going into a wall or is going to have to undergo a major transformation. I think there are problems that you can see, but I think the positives are not really knowable that way.
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