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

This podcast episode explores the future of AI-powered hardware design, specifically focusing on the challenges and opportunities in circuit board layout. The conversation highlights the potential of AI in automating integrated circuit board designs and discusses the importance of understanding the changing world for long-term investment success. The speakers also delve into the role of AI in physics simulations, the challenges of data availability, and the need for talented individuals with expertise in multiple fields. The episode concludes by discussing different categories within the AI ecosystem and the challenges of bridging the gap between AI research and engineering.