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

2026-05-26 · 62 min · 16 entities

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Asserted relationships

→ appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

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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
→ hosted by Harry Stebbings person

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Feed author/publisher: Harry Stebbings
→ works at Cerebras Systems. This company

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CEO of Cerebras Systems. This
→ works at Cerebras Systems. This company

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CEO of Cerebras Systems. This
→ discusses Business concept

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing
→ discusses News concept

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Feed category: News
→ discusses Tech News concept

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Feed category: Tech News

Entities found in this episode

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mentioned Business concept

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mentioned Investing concept

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Feed category: Investing
mentioned Tech News concept

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mentioned Data Centres concept

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the Future of Data Centres
discusses Business concept

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Feed category: Business
discusses Investing concept

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discusses News concept

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discusses Tech News concept

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mentioned CEO concept

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CEO

persons 3

mentioned Elon for Compute person

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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
mentioned Harry Stebbings person

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Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

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Feed author/publisher: Harry Stebbings

companys 3

mentioned Cerebras Systems. This company

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CEO of Cerebras Systems. This
works at Cerebras Systems. This company

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CEO of Cerebras Systems. This
works at Cerebras Systems. This company

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CEO of Cerebras Systems. This

podcasts 1

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

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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

Episode description as stored

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