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
But I asked Pat Grady on the show, and I said, do you have to be contrarian and right? What if a founder says, I think that actually the world is moving to cloud? Duh. and I'm going to facilitate that much quicker. There's not really an insight. Does that matter? Do you have to be contrarian and right in your insight?
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