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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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Spreadsheet investors
Reliance on spreadsheets and traditional financial metrics can lead investors astray, especially in rapidly changing markets. The discussion emphasizes that key metrics like gross margin and net dollar retention may not reliably predict future success for early-stage companies. Economic realities often shift dramatically within a company's growth trajectory, meaning that past performance does not guarantee future results. Investing based solely on projections derived from spreadsheets may overlook critical variables and fluctuations that occur during a company's lifecycle. Thus, success in this new era requires a deeper understanding of the dynamics at play, rather than mere calculations.
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