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

This podcast episode features Eric, a successful CEO and venture capitalist, as he reflects on the complexities of startup life and investing, drawing essential lessons from his experiences at RockMelt and Benchmark. He discusses the critical value of experience in making informed investment decisions, the importance of unique insights over spreadsheet-driven metrics, and the evolving landscape of AI and its implications for venture capital. Throughout the conversation, Eric emphasizes the significance of collaboration among partners, the challenges of market creation, and the need for flexibility in adapting to new trends, ultimately highlighting that success in venture capital hinges on understanding both technology and human dynamics.