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

752.146 - 776.171 Eric Vishria

So then the question is, well, what can you evaluate on? And I think this is it for me, which is you can say, hey, this is an extraordinary entrepreneur. That's an evaluation that you can try to make. There's a second thing, which is this entrepreneur has a very interesting and unique insight. Like that's a really important thing for me. And then you can say this market can sustain a big company.