Sandcastles & Silicon - Colossus
colossus.com · 211 words · saved by 1 readers
Eric Vishria is a General Partner at Benchmark. We cover the AWS call almost every investor got wrong and what it means for who wins in AI, how CEOs w
Why There's Room for Multiple Winners Patrick I love asking you and all your partners this every time we hang out, which is, okay, you've got these singular investments. You don't do that many investments each per year. And then the ones that go on to work — so far Sierra and Fireworks certainly are — you get to learn so much about the world through the lens of the company. So I'd actually love to do both of those, maybe starting with Fireworks. What do you know, or what have you learned about the world and how it's reordering itself based on watching the world through the lens of…
saved by
related reading
- The Golden Age of AI Applicationstomtunguz.com
- Clouded Judgement 7.10.26 - Own Your Weightscloudedjudgement.substack.com
- Who’s Afraid of Chinese Models? – Stratechery by Ben Thompsonstratechery.com
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- The Short Case for Nvidia Stock | YouTube Transcript Optimizeryoutubetranscriptoptimizer.com
- Together AI | The AI Native Cloudtogether.ai
- Clouded Judgement 7.24.26 - The World Isn’t Zero Sumcloudedjudgement.substack.com
- My picture of the present in AI — LessWronglesswrong.com
- Hyperscalers vs AI Labs Debate, and the Moving AI Frontiermbi-deepdives.com
- AI Model & API Providers Analysis | Artificial Analysisartificialanalysis.ai
- Andy Jassy: Amazon CEOdigidai.github.io
- The Untrainablesaranormous.substack.com