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Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance

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: (00:00) Intro (00:56) Where Was AI Landscape in 2015 When Cerebras Founded (02:34) NVIDIA’s Biggest Strength Has Become Their Biggest Weakness (04:07) What Happens to the Cost of Inference? (06:24) Why Are AI Algorithms So Inefficient? (20:58) Why is it Total BS That We Have Hit Scaling Laws? (25:26) What Will Be the Ratio of Synthetic to Human Data Used in 5 Years? (36:50) What Specifically Was So Impressive About DeepSeek? (37:16) Why is Distillation Not Wrong and OpenAI Need to Look in the Mirror? (38:07) Where Will Value Accrue in a World of AI? (40:13) How Will NVIDIA’s Market Position Change Over the Next Five Years? (48:18) Why is the CUDA Locking for NVIDIA BS? What is Their Weakness? (49:11) Why is Trump Better for Business than Biden? (01:01:22) Do We Underestimate China in a World of AI? (01:05:23) Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Andrew Feldman on X: https://twitter.com/andrewdfeldman Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #andrewfeldman #cerebras #ceo #founder #ai #nvidia #chips #cuda #deepseek

Andrew FeldmanguestHarry Stebbingshost
Mar 24, 20251h 14mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:56

    Intro

  2. 0:56 – 2:34

    Where Was AI Landscape in 2015 When Cerebras Founded

  3. 2:34 – 4:07

    NVIDIA’s Biggest Strength Has Become Their Biggest Weakness

  4. 4:07 – 6:24

    What Happens to the Cost of Inference?

  5. 6:24 – 20:58

    Why Are AI Algorithms So Inefficient?

  6. 20:58 – 25:26

    Why is it Total BS That We Have Hit Scaling Laws?

  7. 25:26 – 36:50

    What Will Be the Ratio of Synthetic to Human Data Used in 5 Years?

  8. 36:50 – 37:16

    What Specifically Was So Impressive About DeepSeek?

  9. 37:16 – 38:07

    Why is Distillation Not Wrong and OpenAI Need to Look in the Mirror?

  10. 38:07 – 40:13

    Where Will Value Accrue in a World of AI?

  11. 40:13 – 48:18

    How Will NVIDIA’s Market Position Change Over the Next Five Years?

  12. 48:18 – 49:11

    Why is the CUDA Locking for NVIDIA BS? What is Their Weakness?

  13. 49:11 – 1:01:22

    Why is Trump Better for Business than Biden?

  14. 1:01:22 – 1:05:23

    Do We Underestimate China in a World of AI?

  15. 1:05:23 – 1:14:36

    Quick-Fire Round

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