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20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman

2025-10-06 · 65 min · 17 entities

episode page audio

Asserted relationships

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    evidence rules-v4
    20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman
  • → hosted by Harry Stebbings person
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    Feed author/publisher: Harry Stebbings
  • → works at Cerebras company
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    CEO of Cerebras
  • → works at Cerebras company
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    evidence rules-v4
    CEO of Cerebras
  • → discusses Business concept
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    Feed category: Business
  • → discusses Investing concept
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    evidence rules-v4
    Feed category: Investing
  • → discusses News concept
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    evidence rules-v4
    Feed category: News
  • → discusses Tech News concept
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    evidence rules-v4
    Feed category: Tech News

Entities found in this episode

concepts 9

  • mentioned Business concept
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    evidence rules-v4
    Feed category: Business
  • mentioned Investing concept
    0.50
    evidence rules-v4
    Feed category: Investing
  • mentioned Tech News concept
    0.50
    evidence rules-v4
    Feed category: Tech News
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • discusses Tech News concept
    0.40
    evidence rules-v4
    Feed category: Tech News
  • mentioned CEO concept
    0.35
    evidence rules-v4
    CEO
  • mentioned IPO concept
    0.35
    evidence rules-v4
    IPO

companys 4

  • mentioned Cerebras company
    0.62
    evidence rules-v4
    CEO of Cerebras
  • works at Cerebras company
    0.50
    evidence rules-v4
    CEO of Cerebras
  • works at Cerebras company
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    evidence rules-v4
    CEO of Cerebras
  • mentioned NVIDIA company
    0.35
    evidence rules-v4
    NVIDIA

persons 3

  • mentioned Andrew Feldman person
    0.72
    evidence rules-v4
    20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman
  • mentioned Harry Stebbings person
    0.70
    evidence rules-v4
    Feed author/publisher: Harry Stebbings
  • hosted by Harry Stebbings person
    0.55
    evidence rules-v4
    Feed author/publisher: Harry Stebbings

podcasts 1

Episode description as stored
Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they've leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon. AGENDA: 02:43 Why We Did Not IPO and Raised $1BN From Fidelity 05:03 Analysis of Chip and Compute Landscape Today 07:14 NVIDIA Showing Signs They Are Running Out of Ideas 13:57 The Real Questions to Ask on Chip Depreciation 24:54 Energy Requirements for AI: Is it Feasible? 29:25 Mag7 Value Concentration: Feature or a Bug 31:57 Talent is the Bottleneck and Trump Makes it Worse 32:55 The War for Talent: Secrets No One Sees 34:22 Evaluating the Data Centre Economy: Many Will Lose Money 38:01 Three Changes the US Could Make to Beat China in AI 42:30 Why 80% of our Revenues are in the UAE 47:26 Quick Fire Questions 58:59 Why Work Life Balance is Total BS