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
This is the whole, what's that children's story about the horse rider and the soldier and the conscription? Have you heard this story? No. It's a really amazing story. The summary of it is it's like ancient China and there's a draft. And the first part of it is there's a family in rural China and they get a horse. This kid finds a horse. The villagers are like, oh my God, he's so lucky.
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