"Turpentine VC" | Venture Capital and Investing

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

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Jun 18, 2024
General partner Eric Vishria from Benchmark and Quilter Founder Sergiy Nesterenko discuss Benchmark's investment philosophy in the AI era, emphasizing the importance of solving enduring problems, Quilter's innovative use of reinforcement learning in circuit board designs, the shift towards fully automated AI solutions, and the balance between research and engineering in the AI space.
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INSIGHT

Enduring Growth

  • Benchmark seeks companies solving enduring problems, not just riding temporary hype.
  • They analyze what's changing in the world to enable a company's large-scale, long-term growth.
ANECDOTE

Electronics and Circuit Board Design

  • Electronics are becoming increasingly complex, even simple devices now contain circuit boards.
  • Designing these boards is a manual, slow process hindering rapid product iteration.
INSIGHT

AI-Complete Design

  • Quilter views PCB design as an AI-complete problem, not a co-pilot problem.
  • Full automation is key, unlike co-pilot models that assist humans.
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