The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Vishria: Fireworks achieves 5x speed and higher throughput than major clouds
“And the performance difference For a fireworks versus, like, a cloud provider is, like, five X. And that is just the speed performance. Then you add on top of that the, like, throughput, which is not visible externally. It's only visible if you look at, if you…”
Vishria: AI will yield an oligopoly and multiple $100B specialized winners
“So it's just, it feels to me like we're gonna end up with an oligopoly Of winners, and there will be, I really believe they will be these, like, hundred billion dollar crazy smaller winners and so, like, that's, you know, that's, like, that just feels like tha…”
Vishria: Cerebras attempted a 2024 IPO at a much lower valuation
“Take the Cerebrus example as a good one, which is, like, we took it public this time in May, but, like, we tried to take it public in twenty-twenty-four, and it would have been taken public at a much, much lower valuation, and like, you know, it would have bee…”
Vishria: Nvidia will not remain the only major AI infrastructure player
“I don't believe NVIDIA is going to be the only game to have content infrastructure layer.”
Only Peter Fenton and Jim Goetz achieved multi-billion consumer and enterprise wins
“That's a funny statement, because I think in the modern era, if you go back, call it the last 10 or 15 years of venture capitalists, there are only two that I can think of who have had multi-billion dollar consumer outcomes and multi-billion dollar enterprise …”
Vishria: Benchmark always takes a board seat in its investments
“We take the board seat, we aim and aspire to be the entrepreneur's first call. That's a standard we hold ourselves to.”
Vishria: Benchmark relies on a partner advocacy and voting system for investments
“Our investment process is one of advocacy of voting. So basically, there is an advocate. So one of the five of us falls in love with something, is probably the best way to describe it gets really excited about the entrepreneur and the opportunity All five of u…”