Eric Vishria

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Eric Vishria

Eric Vishria

@ericvishria

GP @Benchmark Director @confluentinc @Cerebras @Contentful @Benchling @CommerceLayer @acuitymd @FireworksAI_HQ @quilterai @pomerium_io @greptile @sundayrobotics

Katılım Haziran 2008
853 Takip Edilen22.4K Takipçiler
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Eric Vishria
Eric Vishria@ericvishria·
.@benchmark co-lead the initial round for Cerebras 10 years ago. Over the following 5 years, the team amazed, delivering the technological marvel of a wafer-scale chip, the system to heat and cool it, and more recently the software layer that allows giant fleets of Cerebras systems to work together for very large MoE models. But even more impressive, is they just never fucking quit, despite kissing death like 3 times, getting made fun of for unusual early customers, and getting passed over by virtually every respected semi investor (who have all converted now). The team knew, IF they could stay alive, it was just a matter of time…. In tech, speed ultimately wins, and nothing is close to as fast as Cerebras.
Andrew Feldman@andrewdfeldman

@OpenAI and @Cerebras have signed a multi-year agreement to deploy 750 megawatts of Cerebras wafer-scale systems to serve OpenAI customers. This has been a decade in the making. Deployment begins in early 2026, and when fully rolled out, it will be the largest high-speed AI inference deployment in the world. OpenAI and Cerebras were both founded in 2015 with radically ambitious goals. OpenAI set out to build the software that would push AI toward general intelligence. Cerebras set out to rethink computing hardware from first principles. Our teams met as far back as 2017. We shared ideas, early work, and a common belief: there would come a point when model scale and hardware architecture would have to converge. That point has arrived. ChatGPT set the direction for the entire industry. It showed the world what AI could be. Now we’re in the next phase - not proving capability, but delivering it at global scale. The history of technology is clear on one thing: speed drives adoption. The PC industry didn’t operate at kilohertz. The internet didn’t change the world on dial-up. AI is no different. As models grow more capable, speed becomes the bottleneck. Slow systems limit what users can do, how often they engage, and whether AI becomes infrastructure or remains a novelty. Cerebras was built for this moment. By keeping computation and memory on a single wafer-scale processor, we eliminate the data-movement penalties that dominate GPU systems. The result is up to 15× faster inference, without sacrificing model size or accuracy. That speed changes product design, user behavior, and ultimately productivity. For consumers, it means AI that feels instantaneous. For the economy, it means agents that can finally drive serious productivity growth. For Cerebras, 2026 will be a defining year. With this collaboration with OpenAI, Cerebras’ wafer-scale technology will reach hundreds of millions - and eventually billions - of users. We’re proud to work alongside OpenAI to bring fast, frontier AI to people around the world. This is what a decade of long-term thinking looks like.

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Eric Vishria
Eric Vishria@ericvishria·
This is an excellent post on how we go from controlled demos to real-world (ie, messy!), high success rate robotics. As many speculated, high quality pre-training and edge-case post-training, drives real-world generalizability. But holy shit making that theory work in robotics is HARD. Details on how, and how rigorously they evaluate progress will help everyone move forward. @sundayrobotics progress is now compounding. So cool to see! sunday.ai/blog/act-2-pre…
Tony Zhao@tonyzzhao

Introducing ACT-2 Preview The first robotics model to unify broad generalization with high reliability. A single fine-tuning example can teach Memo a new behavior that generalizes. Zero shot, real unseen homes, 99% success rate.

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Eric Vishria
Eric Vishria@ericvishria·
@matt_slotnick @AgiBeerus @lqiao PyTorch cloud to make it easy for customers to train and serve their own models. In a way, Specialized Intelligence is a return to that idea, but delivered differently
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Eric Vishria
Eric Vishria@ericvishria·
10 minutes into my first meeting with @lqiao I knew I wanted to partner with her on Fireworks. The team and her still worked at Meta & Google, but the entrepreneur within was crystal clear. The idea has evolved tremendously from that initial pitch deck, but less than 4 years later: - Over $1B in run rate - 40 trillion tokens/day - 95% tks from models specialized to an enterprise's needs Awesome round with awesome partners.
Lin Qiao@lqiao

x.com/i/article/2077…

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Xuban
Xuban@EHxuban11·
Greptile finds bugs from Fable and GPT5.6 sol PR's every single time. How is this possible? Does it have some kind of extremely advanced knowledge graph of the full project? If this is the case, could this be used by coding agents directly while writing code?
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Fireworks AI
Fireworks AI@FireworksAI_HQ·
The best base model for training isn't about someone else's benchmarks. Excited to offer @thinkymachines' first open-weights model: Inkling. 975B MoE, multimodal, with Apache 2.0. A great foundation for fine-tuning. Available day-zero. fireworks.ai/models/firewor…
Thinking Machines@thinkymachines

Today, we are introducing Inkling. Inkling reasons efficiently across text, image, and audio modalities. We are making the full weights available. thinkingmachines.ai/news/introduci… Available today for fine-tuning on Tinker. Play with it in the Inkling Playground. 🧵

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Arnav Sahu
Arnav Sahu@arnavsahu341·
(1) 1 year ago - there was a lot of fear that the labs will win and startups will lose. The data today suggests - labs are winning and startups are also winning. The labs did not kill Harvey, Legora, Cursor, Supabase, Clickhouse, Sierra, Vapi, Decagon, Opencode, Fireworks, Blacksmith - all of them are winning. It turns out when markets are so large - maybe some win more than others - but everybody can win. (2) Companies are still built by great people and those are the only moats that matter in the long-term. Post PMF, hiring and retaining great talent is the hardest thing. Even if the labs have the resources to do everything, they cannot retain all the great people for all the products, offer the same equity upside for the missionaries at trillion-$ valuations and therefore cannot win every market. The history of incumbents proves this.
David Weisburd 🚀@DWeisburd

Yuri Sagalov changed his mind on one of the biggest AI startup questions: Will the frontier labs eat all software? Twelve months ago, he was much more worried. Now he is more bullish on standalone companies. The reason is Cursor. In theory, Cursor should not exist in a world where OpenAI has Codex and Anthropic has Claude Code. But it does, and it became a massive outcome by owning the workflow, taste, and product surface. Then Yuri makes the larger point: Google had the Transformer paper, the compute, the talent, and the distribution. OpenAI and Anthropic still broke through. Small, committed teams keep beating the obvious incumbent.

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Flex
Flex@Flexintl·
We're expanding our partnership with @Cerebras to scale production of the CS-3, one of the world's most advanced AI accelerator systems, in the heart of Silicon Valley. Together, we're helping power the next wave of AI. 🔗brnw.ch/21x40kq #AIInfrastructure $FLEX
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Eric Vishria
Eric Vishria@ericvishria·
🇺🇸 🇺🇸 🇺🇸
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Eric Vishria
Eric Vishria@ericvishria·
There is one industry - the tech industry - where employees actually participate in companies succeeding and growing through equity. And you are trying to punish and destroy that industry, rather than using it as a model.
Ro Khanna@RoKhanna

Workers need to share in the profits. Right now, $530 billion of $563 billion in profits of top companies with UAW workers went on stock buybacks & dividends instead of to employees. Pete Stavros has brilliant initiatives on worker ownership.

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Jack Altman
Jack Altman@jaltma·
New episode of Uncapped with @traestephens and @zebulgar from Founders Fund, and my partner @EverettRandle. We talked about Founders Fund, the role of VCs, operating versus investing, their current views on the market, and dynamics in the AI supply chain and China. The conversation stayed almost entirely on the rails and as always I learned a bunch from the way they think. Timestamps: (0:00) Intro (0:54) What makes FF unique (8:01) Why lacking EQ can be an asset (12:10) Delian on working with Keith (18:30) Why Trae hates board meetings (24:13) Benchmark vs. Founders Fund (26:31) Investing as the exhaust of operating (28:52) Venture as a micro asset class (30:42) The infamous 2021 offsite (34:21) Current market sentiment (39:18) Can you beat the S&P? (48:53) America's semiconductor blind spot (51:56) Taiwan and the 90% probability (57:58) Robotics, humanoids, and the China question
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Mario Gabriele
Mario Gabriele@mariogabriele·
Today, Yash Patil (@ypatil125) is the founder of @appliedcompute, a $1.3 billion AI company. Before this, he was a Stanford sophomore who dropped out to join OpenAI. It all began when he emailed Sam Altman asking for a job. Altman introduced him to the residency team. They told him he had to drop out. Yash wasn't sure he could bring his parents around. So he asked Altman directly. Altman said, "Let me chat with them.” A week later, Yash joined OpenAI.
Mario Gabriele@mariogabriele

"A modelless company is sitting on shifting sand." Yash Patil (@ypatil125) is the founder and CEO of @appliedcompute, a company that trains custom models on company data and serves them in production. His conviction: every organization has its own definition of what good looks like, and a company that doesn't own its model is one system card away from finding out what it can no longer do. (0:00) Introduction (3:50) Betting on custom AI models (12:30) Yash's early influences and first projects (19:29) Inside OpenAI during Sam Altman's firing (28:18) What Yash admires about Sam Altman (29:43) Teaching models to reason (35:39) The core insight behind Applied Compute (45:55) Why model training never ends (51:25) The culture and people of Applied Compute (1:03:48) Final meditations Thank you to the partners who make this possible @brexHQ: The intelligent finance platform. brex.com/mario @Guru_HQ: The AI source of truth for work. getguru.com @withpersona: Trusted identity verification for any use case. withpersona.com/generalist

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Sam Altman
Sam Altman@sama·
oh and also...750 token/sec coming to 5.6 sol in july!
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Zephyr
Zephyr@zephyr_z9·
HUH 5.6 is a big boi model
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Eric Vishria
Eric Vishria@ericvishria·
The largest, frontier OAI model at nearly 750 tps on Cerebras! "We're also launching GPT‑5.6 Sol on Cerebras at up to 750 tokens per second in July, bringing frontier intelligence to customers at unprecedented speed."
OpenAI@OpenAI

Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work. openai.com/index/previewi…

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Eric Vishria
Eric Vishria@ericvishria·
Certainly the most fascinating and unexpected thing I've read lately.
Maxwell Tabarrok@MTabarrok

Half the land area of Boston, a quarter of NYC, and 15% of San Francisco were raised from the sea before 1970. Since then, land values have grown by 30x but land reclamation has ground to a halt. This failure follows the spread environmental law around the world rather than any geographic, technological, or economic constraint. Thus, our lack of land reclamation and the severe land constraints in our most important cities are self-imposed and avoidable. We should make more land! worksinprogress.co/issue/why-the-… Land reclamation was common practice in American cities in the 19th and 20th centuries. Seattle, Chicago, Boston, Charleston, San Francisco, New York, Philadelphia, Norfolk, DC, Oakland, and LA all had major land reclamation projects that extended residential living space or infrastructure or both. The Bay Area alone reclaimed an area of land equivalent to ten Manhattans between 1850 and 1957, at an inflation-adjusted cost of $330,000 per acre. Today, an acre of single-family-zoned land in San Francisco County averages $24 million. Even if the cost of land reclamation grew faster than inflation, despite technological leaps in dredging and construction technology, there should be plenty of room for profitable arbitrage. And yet, land reclamation is extinct in the Bay Area as well as in every other American city. This isn’t because we ran out of good spots to reclaim: Two thirds of the San Francisco Bay is shallower than Boston’s Back Bay was when it was reclaimed in the 1860s. Nor is it because of better transportation: We’ve used up all of the easy suburban expansions enabled by the train and the automobile so prices are rising even in outlying suburbs. Instead, land reclamation’s death is due to environmental law. Evidence for this claim shows up in the coincident timing of land reclamation’s demise across dozens of cities in the US and in the environmental compliance process of the few reclamation projects still inching along today, but the best evidence is found internationally. No country has more experience or more reason to reclaim land than the Netherlands. The Dutch built 5% of their country out of the sea over the first half of the 20th century and by 1975 they had another artificial lake in the Zuiderzee ready to drain at the flip of a switch, which would have made tens of thousands of acres of land just east of Amsterdam. But a 1969 environmental review law, similar to NEPA in the US, stopped the project before it was finished and the site is now a protected bird sanctuary. Their one major reclamation since, the Maasvlakte 2 extension of the port of Rotterdam, took 11 years and 6,000 pages of environmental review before construction began. Inversely, countries without these laws, like China, Singapore, and Japan have continued major land reclamation projects into the 21st century. China has reclaimed over 5,000 square kilometers since 2000, including a city of half a million outside Shanghai and Singapore has grown by a quarter since 1975. Every major American city has a land shortage. But we have more than enough shallow water, dredging capacity, and market incentive to make more land, just like we did 150 years ago. The only obstacle is our own choice to make making land illegal. The benefits of more land in our most productive cities are large enough to justify the effort of reforming the laws that currently prevent it. Let’s make more land!

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