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
Harry Stebbings
Can I pose an alternative to you there, which is actually, those are generally vertical SaaS companies with deep data reserves, which will then be able to leverage foundation models that are relatively commoditized to build much better vertically specific apps and become stronger.
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