Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble | Should US Companies Sell to China

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.

In Today's Episode We Discuss:

• Why we are not in an infrastructure bubble and it is just the start

• Sam Altman's superpower is his ability to forecast capex spend.

• Anthropic did not get a good deal with Elon. They got a deal that was available.

• What is going on with the price of memory and why is it a problem?

• Are Google best positioned to produce tokens and what challenges do they face?

• Is Coreweave dramatically undervalued or overvalued?

• My biggest advice to entrepreneurs scaling their business

• Why most of the layoffs are AI-washed and

• What will we spend on tokens for software engineers in five years?

• Why does the role of HR change so significantly in the world of AI?

• Why lawyers are the biggest inhibitor of enterprise AI adoption

• Why Jensen and Nvidia are wrong to sell chips to China

• What needs to change in the U.S. to build a strategic asset in chips?

• Should Cerebras invest in companies building on top of their platform; as Nvidia is?

• Nothing changed when Cerebras IPO'd but I did make 800 millionaires.