Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & NVIDIA Showing Signs They Are Worried About Growth

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.

In Today's Episode We Discuss:

• Why We Did Not IPO and Raised $1BN From Fidelity

• Analysis of Chip and Compute Landscape Today

• NVIDIA Showing Signs They Are Running Out of Ideas

• The Real Questions to Ask on Chip Depreciation

• Energy Requirements for AI: Is it Feasible?

• Mag7 Value Concentration: Feature or a Bug

• Talent is the Bottleneck and Trump Makes it Worse

• The War for Talent: Secrets No One Sees

• Evaluating the Data Centre Economy: Many Will Lose Money

• Three Changes the US Could Make to Beat China in AI

• Why 80% of our Revenues are in the UAE

• Why Work Life Balance is Total BS