Investing in AI for Hard Tech, with Eric Vishria of Benchmark and Sergiy Nesterenko of Quilter

Dive into the world of AI investments with Eric Vishria of Benchmark and Sergiy Nesterenko of Quilter. Explore the future of AI in hardware design, the strategies for venture capital investment in the AI era, and the impact on society. Discover why Benchmark has yet to invest in foundation model companies and the significance of solving enduring problems in this dynamic field. Join us for an eye-opening discussion on the intersection of AI technology and business innovation.

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SPONSORS:

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Recommended Podcast - The Riff with Byrne Hobart

Byrne Hobart, the writer of The Diff, is revered in Silicon Valley. You can get an hour with him each week. See for yourself how his thinking can upgrade yours.

Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt

Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486

CHAPTERS:

(00:00:00) Introduction

(00:10:12) The Idea Maze

(00:12:28) Disruptive Approach

(00:15:47) Sparse reward problem

(00:18:26) Sponsors: Oracle | Brave

(00:20:34) Reliability of the reward signal

(00:28:12) Model size and compute

(00:30:14) Simulation methods

(00:35:48) Superhuman circuit board design

(00:38:53) Sponsors: Squad | Omneky

(00:40:38) What does the future of circuit board design look like?

(00:43:11) How do I make money in AI?

(00:46:18) What is cutting edge?

(00:48:34) Researchers vs. engineers

(00:50:51) Call for startups