Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI.
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In Today’s Episode We Discuss:
00:00 Intro
02:18 Is There an AI Infrastructure Bubble?
07:35 Memory Shortages Will Last Years
09:35 2025: The Year AI Became Actually Useful
11:33 Will Frontier Models Commoditize Like Cloud Did?
16:34 Can Google Win by Owning the Full Stack From TPUs to Tokens?
32:53 Data Centers & Local Communities
33:10 AI Layoffs
38:15 The Real Blocker to Enterprise AI Adoption
44:04 Should the US Be Selling Chips to China?
47:00 Why Europe Can’t Build Great Tech Companies
53:48 Timing the Cerebras IPO: Luck or Strategy?
57:10 Is the Trump Administration Better for Business?
58:53 Quick-Fire Round
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