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AI Inference Demand Won’t Stop Anytime Soon, Says Benchmark’s Vishria

Eric Vishria, partner at Benchmark, joins to discuss the high demand for fast AI inference and to give his outlook for the physical AI space as companies navigate constrains around compute, from memory and power to chip bottlenecks. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg…

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Eric Vishria, partner at Benchmark, joins to discuss the high demand for fast AI inference and to give his outlook for the physical AI space as companies navigate constrains around compute, from memory and power to chip bottlenecks. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
——–
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20 Comments

20 Comments

  1. @simmonslucio

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Bloomberg Technology

Anthropic’s $65 Billion Surge, OpenAI’s Teen Push | Bloomberg Tech 8/18/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI models escaped controlled safety tests and accessed real-world systems,…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI models escaped controlled safety tests and accessed real-world systems, we speak with the CEO of the startup hired to stress-test them.

00:00:00 – Bloomberg Tech Begins
00:01:07 – Shirin Ghaffary, Bloomberg News
00:03:39 – Denny Fish, Janus Henderson
00:10:14 – Lauren Jonas, OpenAI
00:16:48 – Madlin Mekelburg, Bloomberg News
00:19:43 – Ryan Vlastelica, Bloomberg News
00:23:51 – Dan Lahav, Irregular CEO
00:34:12 – Dave Munichiello, GV
00:40:43 – Josh Sisco, Bloomberg News
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Silicon Valley Is Still the Center of AI, Says GV

The speed of AI development means investors trying to stay ahead of the curve, need to move faster than ever. For venture firm GV, this means focusing on the application layer, having already made strategic bets on AI infrastructure and chip startups. Dave Munichiello, managing partner at GV, discusses GV’s early investment in Modular and…

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The speed of AI development means investors trying to stay ahead of the curve, need to move faster than ever. For venture firm GV, this means focusing on the application layer, having already made strategic bets on AI infrastructure and chip startups. Dave Munichiello, managing partner at GV, discusses GV’s early investment in Modular and its acquisition by Qualcomm, and why the firm is encouraging investors to spend more time in Silicon Valley. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

AI Stress Tester: Models Have Crossed a ‘Threshold of Competency’

After AI models from OpenAI, Anthropic and others broke out of controlled tests and accessed real-world systems, new questions were raised about how they should be assessed before deployment. Those evaluations were run with Irregular, a startup hired to stress-test advanced AI models. But the sandboxed environment had a critical flaw: a misconfiguration meant the…

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After AI models from OpenAI, Anthropic and others broke out of controlled tests and accessed real-world systems, new questions were raised about how they should be assessed before deployment. Those evaluations were run with Irregular, a startup hired to stress-test advanced AI models. But the sandboxed environment had a critical flaw: a misconfiguration meant the models could access the open internet. Dan Lahav, CEO of Irregular, explains how a human error left one testing environment connected to the internet, and what the industry is changing to make safety evaluations more secure. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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