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E44: How Benchmark Invests in AI with Eric Vishria and Quilter Founder Sergiy Nesterenko

"Turpentine VC" | Venture Capital and Investing

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Categories in the AI Ecosystem and Challenges in AI Development

Discussing the different categories in the AI ecosystem and the challenges and opportunities each category faces, including the high cost and rapid depreciation of foundational models, successes of infrastructure companies, and diverse applications of AI across industries. They explore the longevity and obstacles in AI development, comparing it to software development in the early 2000s, highlighting the importance of observability, revenue traction, and the gap between research and production-ready AI code.

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