Eric Vishria Says Investors Undersize AI Market Again
Podcast covers AI infrastructure buildout and investing lessons from hardware and software.
Patrick O'Shaughnessy hosted a conversation with Benchmark partner Eric Vishria. Vishria has invested for a decade in software and hardware companies including Fireworks, Sierra, Sunday Robotics, and Cerebras. Posts describe the episode as drawing lessons from cloud history for the current AI moment and sharing details from inside the AI buildout. Visible replies praise the discussion on scaling, energy limits, robotics, and the potential size of AI markets. The episode runs about 78 minutes according to one post.
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from…
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29 postsEric says the biggest mistake investors made in cloud was undersizing the market, and everyone is doing it again with AI: "In 2014, a really common narrative was AWS is going to eat everything. There's no enterprise opportunity left. Think about 2014 to now. You have…
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from…
Apparently when I force myself not to rock (iykyk), I wave my hands an overwhelmingly distracting amount.
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from…
Working with Eric over the past six months has set a totally new bar for me, he's truly as good as it gets.
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from…
Must watch - esp the last bit about radiology. Jensen talks about new jobs created wherever "there exists a backlog of aspiration or ambition." Selling magic into segments with such backlogs is a whole new motion. This is such a good breakdown of our moment in tech history.
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from…
Must watch - esp the last bit about radiology. Jensen talks about new jobs created wherever "there exists a backlog of aspiration or ambition." Selling magic into segments with such backlogs is a whole new motion. This is such a good breakdown of our moment in tech history.
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from…
Eric approaches the craft of venture with a level of rigor, curiosity, and seriousness that is incredibly rare.
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from…