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20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

Overview

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20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20 HOURS AGO
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20 HOURS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 co...

Highlights

In this podcast, Andrew Feldman, CEO of Cerebras Systems, discusses the state of the AI industry following his company's record-breaking IPO. He argues against the idea of an AI infrastructure bubble, analyzes the competitive landscape of chip manufacturing, and shares insights on enterprise AI adoption, US-China relations, and the personal toll of building a hardware company.
05:37
Balancing bubble concerns with Jensen's trillion-dollar prediction
06:00
AI infrastructure buildout is behind demand, not ahead of it
08:00
Sam Altman's superpower is forecasting exponential compute growth
09:05
A good deal for Elon but not ideal for Anthropic
15:59
Performance gap will widen over time
16:40
Google is already moving to sell externally
19:30
Slow technology has no market.
27:15
Be transparent, pay full costs, and be a good neighbor.
30:16
Most layoffs are AI-washed.
34:48
Data structure is the biggest barrier.
34:49
Lawyers and security teams default to saying no
35:38
Lawyers are the biggest barrier to enterprise AI adoption
39:22
Withholding chips forces China to build its own capabilities
45:55
Silicon Valley's success comes from a culture that lacks stigma around failure.
51:01
Money changes entrepreneurs and investors
55:51
Burning $8 million a month without solving technical problems

Chapters

AI Infrastructure Bubble Debate
00:00
Why we are not in an infrastructure bubble and it is just the start
05:58
Sam Altman's superpower is his ability to forecast capex spend.
08:00
Anthropic did not get a good deal with Elon. They got a deal that was available.
08:58
What is going on with the price of memory and why is it a problem?
10:39
Are Google best positioned to produce tokens and what challenges do they face?
16:40
Is Coreweave dramatically undervalued or overvalued?
19:23
My biggest advice to entrepreneurs scaling their business
24:34
Why most of the layoffs are AI-washed and
30:13
What will we spend on tokens for software engineers in five years?
33:41
Why does the role of HR change so significantly in the world of AI?
34:48
Why lawyers are the biggest inhibitor of enterprise AI adoption
35:36
Why Jensen and Nvidia are wrong to sell chips to China
39:20
What needs to change in the U.S. to build a strategic asset in chips?
42:49
Should Cerebras invest in companies building on top of their platform; as Nvidia is?
51:00
Nothing changed when Cerebras IPO'd but I did make 800 millionaires.
53:28

Transcript

Andrew Feldman: We can't build data centers fast enough to keep up with demand. We have a $25 billion backlog. If demand stays high, we're going to continue to see memory shortages for at least the next several years. I think it has been Nvidia's strategy ...