Investing in AI for Hard Tech, with Eric Vishria of Benchmark and Sergiy Nesterenko of Quilter
06/13/24 • 54 min
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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.
🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj
SPONSORS:
Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, and nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/cognitive
The Brave search API can be used to assemble a data set to train your AI models and help with retrieval augmentation at the time of inference. All while remaining affordable with developer first pricing, integrating the Brave search API into your workflow translates to more ethical data sourcing and more human representative data sets. Try the Brave search API for free for up to 2000 queries per month at https://bit.ly/BraveTCR
Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.
Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off https://www.omneky.com/
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
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.
🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj
SPONSORS:
Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, and nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/cognitive
The Brave search API can be used to assemble a data set to train your AI models and help with retrieval augmentation at the time of inference. All while remaining affordable with developer first pricing, integrating the Brave search API into your workflow translates to more ethical data sourcing and more human representative data sets. Try the Brave search API for free for up to 2000 queries per month at https://bit.ly/BraveTCR
Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.
Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off https://www.omneky.com/
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
Previous Episode
Feeling the AGI with Flo Crivello
In this episode of the Cognitive Revolution, Nathan engages in a critical dialogue with Flo Crivello on the trajectory of AI development. They touch upon the imminent arrival of AGI, the potential risks of a US-China AI arms race, and the complexities of AI safety and international cooperation. Explore their perspectives on regulation, technological progression, and the ethical dilemmas facing the AI community. This conversation is essential for anyone interested in understanding the challenges at the intersection of AI technology and global politics.
🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj
SPONSORS:
Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, and nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/cognitive
The Brave search API can be used to assemble a data set to train your AI models and help with retrieval augmentation at the time of inference. All while remaining affordable with developer first pricing, integrating the Brave search API into your workflow translates to more ethical data sourcing and more human representative data sets. Try the Brave search API for free for up to 2000 queries per month at https://bit.ly/BraveTCR
Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.
Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off https://www.omneky.com/
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
(00:11:14) GPT-4.0
(00:14:56) AI arms race
(00:18:23) Devon and GitHub workspaces
(00:20:08) Sponsors: Oracle | Brave
(00:22:16) The AGI discourse
(00:25:29) The invisible protection
(00:29:33) AI arms race
(00:34:41) Stalling out
(00:38:33) P(doom)
(00:43:38) China
(00:43:38) Sponsors: Squad | Omneky
(00:45:24) Government
(00:48:05) What should we do?
(00:51:35) Open sourcing models
(00:54:17) Manhattan Project for Alignment
(00:57:26) Current State of Play
(01:01:39) How much more mundane utility can we get?
(01:04:54) How much of what we are building is future proof?
(01:07:41) Adoption, acceleration, hyperscaling, pause
(01:10:17) OpenAI leadership
(01:14:32) Future of Live Players
(01:17:38) Big Tech Singularity
(01:21:30) AGI is Coming
Next Episode
Building Brave: Private Search, One AI Layer at a Time with Josep M. Pujol
In this episode of the Cognitive Revolution, join us as we dive into a compelling conversation with Josep M. Pujol, Chief of Search at Brave, about the complexities of developing a privacy-focused search engine. Explore how Brave maintains user data privacy while managing over 1 million searches per hour with an AI-powered system. Gain insights into the significance of human evaluation in AI and learn about the potential of the Brave Search API. Don't miss the shared Google collab notebook link in the show notes!
🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj
Google collab notebook : https://colab.research.google.com/drive/1AxQD-bDePl1l90A_gwvfAGXBIl92ERKy#scrollTo=WrhGZsvbxZy8
SPONSORS:
Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, and nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/cognitive
The Brave search API can be used to assemble a data set to train your AI models and help with retrieval augmentation at the time of inference. All while remaining affordable with developer first pricing, integrating the Brave search API into your workflow translates to more ethical data sourcing and more human representative data sets. Try the Brave search API for free for up to 2000 queries per month at https://bit.ly/BraveTCR
Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist.
Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off https://www.omneky.com/
Recommended Podcast:
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
(00:05:46) Brave
(00:07:52) How Brave collects data
(00:10:45) The problem is not the data
(00:14:02) How Brave builds its index
(00:16:36) PageRank
(00:21:07) Sponsors: Oracle | Brave
(00:23:14) Brave Search
(00:26:26) Hardware improvements
(00:28:33) Language models
(00:34:17) Noise reduction in vertical search
(00:36:50) Fine-tuning models
(00:43:09) Sponsors: Squad | Omneky
(00:44:55) Ensemble approach
(00:58:00) The future of the web
(01:03:30) The business side of this
(01:09:22) Brave Search users
(01:14:21) Brave Search API vs. Google
(01:20:00) Brave Search API Pricing
(01:23:26) Brave Search API Use Cases
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