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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

1058.539 - 1077.831 Mamoon Hamid

So let's maybe draw the difference between there's all the folks who are providing those GPUs, there's people providing data centers, there's people who've now built LLMs on top of all this compute infrastructure that's there. So clearly, NVIDIA is a great business. Hyperscalers are investing today for the future.

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