No Priors: Artificial Intelligence | Technology | Startups
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
Show Notes
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Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and Sarah Guo sit down with Cerebras founder and CEO Andrew Feldman to discuss the company’s journey to making one of the largest tech go-publics in history. Andrew details the multi-year journey of pioneering wafer-scale AI computing, including surviving a brutal period of being ahead of market demand. He also explains the engineering breakthroughs that led to delivering inference speeds at 20x that of standard GPUs. Andrew then shares how a remarkable $20 billion deal with OpenAI came together in only four weeks. Plus, Andrew’s thoughts on why architecting the future of AI requires the fortitude to be a “professional David” against the Goliaths of tech.
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Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @andrewdfeldman | @Cerebras
Chapters:
– Cold Open
– Andrew Feldman Introduction
– Cerebras’ Evolution
– Wafer-Scale Bet Pays Off
– Challenges and Breakthroughs
– Crossing the Market Chasm
– Scaling Software and Hardware
– Relevance of AI-Generated Coding
– Leadership and Hiring Culture
– When to Quit vs. Persist
– Why Cerebras Went Public
– The OpenAI Deal
– Open Source and Post-Trained Workloads
– How Speed Opens Up New Business
– Conclusion
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