Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance
20VC
Mar 24, 2025
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Andrew Feldman is the Co-Founder and CEO @ Cerebras, the fastest AI inference + training platform in the world. In Sept 2024 the company filed to go public off the back of a rumoured $1BN deal with G42 in the UAE. Andrew is the leading expert for all things inference.
In Today’s Episode We Discuss:
Where Was AI Landscape in 2015 When Cerebras Founded
NVIDIA’s Biggest Strength Has Become Their Biggest Weakness
What Happens to the Cost of Inference?
Why Are AI Algorithms So Inefficient?
Why is it Total BS That We Have Hit Scaling Laws?
What Will Be the Ratio of Synthetic to Human Data Used in 5 Years?
What Specifically Was So Impressive About DeepSeek?
Why is Distillation Not Wrong and OpenAI Need to Look in the Mirror?
Where Will Value Accrue in a World of AI?
How Will NVIDIA’s Market Position Change Over the Next Five Years?
Why is the CUDA Locking for NVIDIA BS? What is Their Weakness?
Why is Trump Better for Business than Biden?
Do We Underestimate China in a World of AI?
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