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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

3330.255 - 3357.344 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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