The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia
George Sivulka
So NVIDIA has, you know, I think that the best moats aren't technological moats. They're not data moats. They're actually people moats. People and networks have the most friction to change. One of the things that NVIDIA does best is the fact that they made this early bet on machine learning.
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