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 don't think NVIDIA is going to be the only game in town. I don't believe NVIDIA is going to be the only game in town on an infrastructure layer. And I think the entire setup right now is an assumption that if AI is real and here to stay and there's real ROI, then NVIDIA just continues to run at this level. And I don't believe that.
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