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

965.928 - 988.023 Eric Vishria

Or it's going to cloud and, you know, and the like core differentiation is going to be like here, not here. Like normally there's an insight there. I think there's a couple of cases where, you know, and you really have to think about it. There's a couple of cases where just like violent execution by a determined team in a hyper-competitive market where like nobody has an insight has worked.