Eric Vishria - A Decade of Lessons Investing in Software & Hardware

Eric Vishria, General Partner at Benchmark, joins Patrick O'Shaughnessy to discuss his decade of experience investing in software and hardware. The conversation centers on what the history of AWS reveals about the current AI platform shift, what he has learned from his investments in companies like Fireworks, Sierra, and Cerebras, and how the bar for success has risen for both founders and investors. Eric draws from his deep knowledge of cloud infrastructure to make sense of AI's transformative potential.