"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis Investing in AI for Hard Tech, with Eric Vishria of Benchmark and Sergiy Nesterenko of Quilter
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Jun 13, 2024 
Join venture capital expert Eric Vishria from Benchmark and Sergiy Nesterenko, CEO of Quilter, as they dive into the future of AI in hardware design. They share insights on the unique challenges of AI investments and the importance of solving long-term problems in the tech industry. Discover how reinforcement learning can revolutionize circuit board design and the complexities of achieving sustained success in tech startups. With their backgrounds in AI and aerospace, they discuss the innovative methods that are shaping the future of technology.
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Benchmark's Investment Philosophy
- Eric Vishria explains Benchmark's investment thesis, focusing on enduring businesses over short-term hype.
- He emphasizes identifying companies solving substantial problems with unique approaches, like Quilter's AI-driven circuit board design.
Quilter's "AI-and-Done" Approach
- Vishria highlights Quilter's disruptive approach to circuit board design as "AI-and-done," not co-pilot.
- He contrasts this with the prevailing trend of co-pilot solutions in various fields.
The Idea Maze
- Vishria recommends seeking entrepreneurs who deeply understand their problem space, referencing Chris Dixon's "idea maze."
- He values founders who have explored various solutions and understand the complexities of their chosen field.