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'm probably, at this point, I'm probably 80 or 85% on working on the portfolio. I mean, it's a lot. And part of that's because, whatever, I'm on 12 or 13 boards. I can't remember. But a huge part of it is that is our model. Like, that is the benchmark model. And since the benchmark model is a concentrated portfolio of, like, very high conviction commitments.
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