6h ago

Investor Eric Vishria argues the AI market is not zero-sum, pointing to simultaneous demand across five sectors of the stack

The sectors include customized enterprise models and on-device inference.

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Original post
Zephyr#1497@ZEPHYR_Z9OPEric VishriaEric Vishria@ERICVISHRIA

Big, proprietary Foundational Models - YES! Tuned & customized models for enterprises - YES! Inference & AI Infra providers - YES! Big 3 CSPs - YES! On-device inference - YES! I guess it is human nature to think zero-sum (SAD!), but sure feels like there's demand for all of it.

12:01 PM · May 29, 2026 View on X
QUOTE POSTYash Patil#1252Yash Patil@YPATIL125

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Eric VishriaEric Vishria@ericvishria

Big, proprietary Foundational Models - YES! Tuned & customized models for enterprises - YES! Inference & AI Infra providers - YES! Big 3 CSPs - YES! On-device inference - YES! I guess it is human nature to think zero-sum (SAD!), but sure feels like there's demand for all of it.

7:01 PM · May 29, 2026 · 25.4K Views
8:00 PM · May 29, 2026 · 4.2K Views
Investor Eric Vishria argues the AI market is not zero-sum, pointing to simultaneous demand across five sectors of the stack · Digg