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

2754.409 - 2776.602 Harry Stebbings

Can I ask you, in terms of like how you spend your time, I spoke to Victor on your team and he said Eric is so unlike most other VCs. He spends like 70% of his time with his portfolio. Yeah, at least. I would love to understand how you think about the makeup of your time between sourcing, picking and doing diligence and doing references and then servicing, helping portfolio.