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Eric Vishria

👤 Person
489 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Then be an investor. Yeah. Yeah.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Then be an investor. Yeah. Yeah.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Then be an investor. Yeah. Yeah.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Matt is the best at understanding the insight and the depth of an entrepreneur's insight. That is Matt's superpower, understanding the depth of the insight. Is the insight bullshit? Is it authentic? Is it really deep? He's six sigma on that. Matt says very little and it is always insightful.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Matt is the best at understanding the insight and the depth of an entrepreneur's insight. That is Matt's superpower, understanding the depth of the insight. Is the insight bullshit? Is it authentic? Is it really deep? He's six sigma on that. Matt says very little and it is always insightful.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Matt is the best at understanding the insight and the depth of an entrepreneur's insight. That is Matt's superpower, understanding the depth of the insight. Is the insight bullshit? Is it authentic? Is it really deep? He's six sigma on that. Matt says very little and it is always insightful.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

I don't think NVIDIA is going to be the only game in town. I don't believe NVIDIA is going to be the only game in town on an infrastructure layer. And I think the entire setup right now is an assumption that if AI is real and here to stay and there's real ROI, then NVIDIA just continues to run at this level. And I don't believe that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

I don't think NVIDIA is going to be the only game in town. I don't believe NVIDIA is going to be the only game in town on an infrastructure layer. And I think the entire setup right now is an assumption that if AI is real and here to stay and there's real ROI, then NVIDIA just continues to run at this level. And I don't believe that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

I don't think NVIDIA is going to be the only game in town. I don't believe NVIDIA is going to be the only game in town on an infrastructure layer. And I think the entire setup right now is an assumption that if AI is real and here to stay and there's real ROI, then NVIDIA just continues to run at this level. And I don't believe that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

There's so, so many. Good.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

There's so, so many. Good.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

There's so, so many. Good.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

You know, I think you'd have to say, I'd have to say, I'd have to say Getz and Jim Getz. And the reason I would say Jim Getz, well, one, Jim is the one who first told me I should get into venture. And so I'm eternally grateful to him for that. He said that to me in 08. It took me six years to figure out that he was right, but I'm super grateful for him for that. But two, we talked about this.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

You know, I think you'd have to say, I'd have to say, I'd have to say Getz and Jim Getz. And the reason I would say Jim Getz, well, one, Jim is the one who first told me I should get into venture. And so I'm eternally grateful to him for that. He said that to me in 08. It took me six years to figure out that he was right, but I'm super grateful for him for that. But two, we talked about this.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

You know, I think you'd have to say, I'd have to say, I'd have to say Getz and Jim Getz. And the reason I would say Jim Getz, well, one, Jim is the one who first told me I should get into venture. And so I'm eternally grateful to him for that. He said that to me in 08. It took me six years to figure out that he was right, but I'm super grateful for him for that. But two, we talked about this.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

There's almost nobody who's had wins in the consumer land at the scale of WhatsApp and wins in the enterprise land. And he's done it over and over. So to have Palo Alto Networks and WhatsApp is just insane. And obviously, he's had many, many other wins. And so he's been a spectacular, spectacular investor. And I'm eternally grateful to him.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

There's almost nobody who's had wins in the consumer land at the scale of WhatsApp and wins in the enterprise land. And he's done it over and over. So to have Palo Alto Networks and WhatsApp is just insane. And obviously, he's had many, many other wins. And so he's been a spectacular, spectacular investor. And I'm eternally grateful to him.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

There's almost nobody who's had wins in the consumer land at the scale of WhatsApp and wins in the enterprise land. And he's done it over and over. So to have Palo Alto Networks and WhatsApp is just insane. And obviously, he's had many, many other wins. And so he's been a spectacular, spectacular investor. And I'm eternally grateful to him.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Just like at that time. So in 08, when I talked to them, I really had it in my head that I wanted to be a founder. And I'm super glad I did. I had some conversations, but came up with the idea for Rockmelt. And so Tim Howes and I, who was my co-founder, pursued Rockmelt. And then five years later, you know, Rockmelt went through our ups and downs. We were bought by Yahoo in 2013.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Just like at that time. So in 08, when I talked to them, I really had it in my head that I wanted to be a founder. And I'm super glad I did. I had some conversations, but came up with the idea for Rockmelt. And so Tim Howes and I, who was my co-founder, pursued Rockmelt. And then five years later, you know, Rockmelt went through our ups and downs. We were bought by Yahoo in 2013.