{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble &amp; Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China &amp; Why Most Layoffs are AI Washed with Andrew Feldman","description":"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:&amp;nbsp; 05:58 - Why we are not in an infrastructure bubble and it is just the start 08:00 - Sam Altman's superpower is his ability to forecast capex spend. 08:58 - Anthropic did not get a good deal with Elon. They got a deal that was available.&amp;nbsp; 10:39 - What is going on with the price of memory and why is it a problem? 16:40 - Are Google best positioned to produce tokens and what challenges do they face? 19:23 - Is Coreweave dramatically undervalued or overvalued? 24:34 - My biggest advice to entrepreneurs scaling their business&amp;nbsp; 30:13 - Why most of the layoffs are AI-washed and 33:41 - What will we spend on tokens for software engineers in five years? 34:48 - Why does the role of HR change so significantly in the world of AI? 35:36 - Why lawyers are the biggest inhibitor of enterprise AI adoption 39:20 - Why Jensen and Nvidia are wrong to sell chips to China 42:49 - What needs to change in the U.S. to build a strategic asset in chips? 51:00 - Should Cerebras invest in companies building on top of their platform; as Nvidia is? 53:28 - Nothing changed when Cerebras IPO'd but I did make 800 millionaires. ","author_name":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","author_url":"http:\/\/www.thetwentyminutevc.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41417995\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/202291090"}