Eric Vishria
6 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 11, 2026 by Eric Vishria · said 7 times in 2 episodes since 2025 · across every show →
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brought up most by Gavin Baker (7)
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2026 4 mentions in 1 episode
Everything said about Eric Vishria, oldest first
Aug 11, 2026 bearish
Vishria: Foundation model labs like Anthropic will not capture 98% of AI value
“There's so much zero-sum thinking, which is just like, okay, how do we cut up this pie, and they're gonna eat this much, and like, oh, no, no, no, no, no, Anthropic or whomever is gonna eat, 98% of the value, and they're gonna do all the drug discovery, and I …”
Aug 11, 2026 bullish
Vishria: AI value will accrue across CSPs, neoclouds, chips, and edge inference
“Will the CSPs do well? Yes. Yes. Will some of these neoclouds do well? Yes. Will the fireworks of the world do well? Yes. Will NVIDIA do well? Yes. Will these, like, chip startups do well? Or, you know, some set of them? Yes. Like, Are we gonna have edge infer…”
Aug 11, 2026 neutral
Vishria: An architectural blueprint is 80% of software but 2% of hardware
“In software, if you have, like, that kind of, like, logical block diagram of, like, why it works and everything else, you're kind of 80% of the way there, and it's a matter of, like, go-to-market execution. In hardware you're, like, two percent of the way ther…”
Aug 11, 2026 neutral
Vishria: Only three architectural dimensions speed up deep learning in hardware
“Basically there are three things that we know how to do to speed up deep learning in hardware. Still till this day. Increase the number of cores. Increase the communication between cores. Bring the memory closer to the compute. Those are the three things. That…”
Aug 11, 2026 neutral