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

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.