The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
Jeff Wang
where I think they're going to get beat up on gross margins because NVIDIA now has a reference design. You have a smaller shrinking pool of customers that are getting more sophisticated that are going to do their own server design. So that's how we've chosen to play AI. And I do think there is overinvestment risk, but we can be hedged on that.
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