Cerebras built a radically faster AI chip using wafer-scale technology, but demand only exploded in 2025 when AI became useful for daily use, making speed critical. The company initially struggled with market adoption, selling only a dozen first-generation units before crossing the chasm with a billion-dollar order from sovereign partner G42. Andrew Feldman discusses the challenges of competing with giants like Nvidia, describing his role as a 'professional David' who finds thrill in winning against larger competitors. He explains the decision to take Cerebras public as a way to offer the market a unique AI pure play, with 100% of its revenue from AI. The conversation highlights a rapid $20 billion deal with OpenAI, completed in just four weeks, emphasizing the importance of fast inference. Feldman notes that AI speed doesn't just improve existing processes but creates entirely new business models, similar to how the internet enabled Netflix.