The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI 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 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.
AGENDA:
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
Quick Fire Questions
Why Work Life Balance is Total BS
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