Andrew Feldman is Co-Founder & CEO of Cerebras, building the world’s fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they’ve leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon.
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In Today’s Episode We Discuss:
00:00 Intro
01:19 Why We Did Not IPO and Raised $1BN From Fidelity
04:17 Analysis of Chip and Compute Landscape Today
13:22 NVIDIA Showing Signs They Are Running Out of Ideas
15:57 The Real Questions to Ask on Chip Depreciation
30:49 Energy Requirements for AI: Is it Feasible?
36:42 Mag7 Value Concentration: Feature or a Bug
39:27 Talent is the Bottleneck and Trump Makes it Worse
43:18 Evaluating the Data Centre Economy: Many Will Lose Money
55:50 Three Changes the US Could Make to Beat China in AI
01:01:36 Quick-Fire Round
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