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
Those are three things which I think even coming without sector specialist, without being a sector specialist, you can try to come to a belief or a probability distribution for each of those things. And I think if you have those things and then you add on top of all of it, I have chemistry or want to work with this company or want to work on submission or whatever.
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