Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris. Recorded 2 months after Cerebras went public at a $56B valuation and popped to roughly $95B on its first day, this conversation covers the $20B+ OpenAI deal, why inference is the new battleground, the state of the AI data center build-out, and Feldman's take on the circular deals reshaping the industry. We also get into what it means to create 1,000 millionaires, how co-design between hardware and software actually works, data centers in space, and why Feldman thinks AI could mean the next generation never knows anyone who dies of cancer. Cerebras (Nasdaq: CBRS) builds the WSE-3, a single wafer-scale chip with 4 trillion transistors and 900,000 cores, and the CS-3 system it powers. Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen. Chapters below. Sourcery covers the people building the future across AI, hardware, and the private and public markets, subscribe for more. Andre Feldman: https://x.com/andrewdfeldman [https://x.com/andrewdfeldman] Molly O’Shea: https://x.com/MollySOShea [https://x.com/MollySOShea]  Sourcery: ⁠https://x.com/sourceryy [https://x.com/sourceryy] 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊 YouTube: ⁠https://youtu.be/k9UX2fVGhsI⁠ [https://youtu.be/k9UX2fVGhsI] 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • Brex [https://brex.com/sourcery]—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery [https://brex.com/sourcery]  • MongoDB [https://mongodb.com/ai]–Millions of developers and more than 65,200+ customers across industries, including ~75% of the Fortune 100, rely on MongoDB for their most important applications. With integrated capabilities for operational data, search, real-time analytics, & AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, & simplify complex architectures. https://mongodb.com/ai [https://mongodb.com/ai] • AssemblyAI [http://assemblyai.com/sourcery]–Millions of developers use AssemblyAI to power their voice ai applications and features. One API gives you access to best-in-class speech-to-text, voice agent, and speech understanding models for both pre-recorded and real-time audio.  Granola, ClickUp & HeyGen are scaling with AssemblyAI - get $50 of free credits today at http://AssemblyAI.com/sourcery [http://assemblyai.com/sourcery] 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems (00:49) Why hardware suddenly became the coolest industry in tech (01:51) What changed at Raise AI Summit (03:01) Inside the $20 billion Cerebras - OpenAI deal (05:50) What actually changes two months after an IPO (06:32) Turning 1,000 employees into millionaires (07:52) Staying sane during an AI gold rush (10:44) Life after the IPO plateau (11:45) The truth about the global data center shortage (12:56) Why data centers are borrowing jet engines for power (14:44) Are data centers really headed to space? (15:37) The shift to designing chips and software together (17:39) The biggest misconception about co-designing chips and software (18:31) Inside SpaceX's multi-billion dollar AI deals (20:06) NVIDIA's playbook for locking out competitors (20:54) The hidden cost behind free tokens (22:52) Andrew's response to Karp's sovereign AI thesis (24:18) AI's biggest win might be curing cancer (26:50) Peptides and biohacking (28:00) How AI could finally fix the broken education problem (29:46) The mentors who shaped Andrew Feldman's career