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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

3232.786 - 3254.254 Eric Vishria

There's almost nobody who's had wins in the consumer land at the scale of WhatsApp and wins in the enterprise land. And he's done it over and over. So to have Palo Alto Networks and WhatsApp is just insane. And obviously, he's had many, many other wins. And so he's been a spectacular, spectacular investor. And I'm eternally grateful to him.

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