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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 even now, actually, you could argue that say like in an Uber Lyft case, which is exactly what I was thinking, the insight I think would be that broad is better than narrow in terms of market expansion and being everywhere is more important than honing one.
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