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

517.256 - 545.675 Eric Vishria

Practice and reps matter. And so if you take somebody who's 15 years into their career, as an example, and they were an operator at that time, they may have seen three to five companies that they worked on and know them really deeply and know the ins and outs of them. If you're a career investor, over 15 years, you'll have seen 30 or 35 companies and hundreds and hundreds, thousands of pitches.