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
You know, there are levels to it. Like, yeah, you can say like, hey, we're going to cloud and we're doing this. But normally there's an insight. I would say like if you look at most of the successful companies, there's an insight. Like there can be an insight underneath that, right? Which is like, yeah, it's going to cloud and this is the right way to attack it.
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