The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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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:
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.
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