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eric vishria

T3 · host / generalist
1 call·1 name·100% bull·last heard 3 months ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$CBRSCerebrasposition

Benchmark's Eric Vishria: Cerebras Series A thesis — GPUs suck for deep learning, infrastructure > applications

In 2016, Benchmark invested because Cerebras argued GPUs were merely 100x better than CPUs for deep learning, not optimal; the firm bet on infrastructure over unpredictable applications (TPU not announced, transformers not invented), and the team's prior exit gave conviction.

TBPN2026-05→

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Cerebras
HIGHeric vishria·TBPN·3 months ago· position
Benchmark's Eric Vishria: Cerebras Series A thesis — GPUs suck for deep learning, infrastructure > applications
In 2016, Benchmark invested because Cerebras argued GPUs were merely 100x better than CPUs for deep learning, not optimal; the firm bet on infrastructure over unpredictable applications (TPU not announced, transformers not invented), and the team's prior exit gave conviction.
"He came in and he said, you know, it was like the team slide, very impressive. And then, you know, the slide three was GPUs actually suck for deep learning. They just happen to be…"
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