Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance

20VC with Harry Stebbings March 24, 2025
Video Thumbnail
20VC with Harry Stebbings Logo

20VC with Harry Stebbings

@20vc

About

20VC, hosted by Harry Stebbings, takes you inside the world of Venture Capital, Startup Funding and The Pitch. Join Harry and discover how you can attain funding for your business by listening to what the most prominent investors are directly looking for in startups, providing easily actionable tips and tricks that can be put in place to increase your chances of getting funded. The Twenty Minute VC also provides an instructional guide as to what it takes to get employed in the Venture Capital industry, with VCs giving specific advice on how to get noticed from the crowd and increasing your chances of employment. Our amazing Venture Capitalists also provide their analysis of the current technology market, providing advice and suggestions on the latest investing trends and predictions. Join us so you can see how you can get big, powerful improvements, fast.

Video Description

Andrew Feldman is the Co-Founder and CEO @ Cerebras, the fastest AI inference + training platform in the world. In Sept 2024 the company filed to go public off the back of a rumoured $1BN deal with G42 in the UAE. Andrew is the leading expert for all things inference. ---------------------------------------------- In Today’s Episode We Discuss: (00:00) Intro (00:56) Where Was AI Landscape in 2015 When Cerebras Founded (02:34) NVIDIA’s Biggest Strength Has Become Their Biggest Weakness (04:07) What Happens to the Cost of Inference? (06:24) Why Are AI Algorithms So Inefficient? (20:58) Why is it Total BS That We Have Hit Scaling Laws? (25:26) What Will Be the Ratio of Synthetic to Human Data Used in 5 Years? (36:50) What Specifically Was So Impressive About DeepSeek? (37:16) Why is Distillation Not Wrong and OpenAI Need to Look in the Mirror? (38:07) Where Will Value Accrue in a World of AI? (40:13) How Will NVIDIA’s Market Position Change Over the Next Five Years? (48:18) Why is the CUDA Locking for NVIDIA BS? What is Their Weakness? (49:11) Why is Trump Better for Business than Biden? (01:01:22) Do We Underestimate China in a World of AI? (01:05:23) Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Andrew Feldman on X: https://twitter.com/andrewdfeldman Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #andrewfeldman #cerebras #ceo #founder #ai #nvidia #chips #cuda #deepseek

You May Also Like

AI Chip Essentials for Aspiring Data Scientists

AI-recommended products based on this video

Loading...
EZDIY-FAB RTX 3000 Series 12 Pin to Dual 8 Pin PCIe Sleeved Extension Cable 300 MM- Connector for NVIDIA Ampere GEFORCE RTX 3060ti 3070 3080 FE Funder Edition- White

EZDIY-FAB RTX 3000 Series 12 Pin to Dual 8 Pin PCIe Sleeved Extension Cable 300 MM- Connector for NVIDIA Ampere GEFORCE RTX 3060ti 3070 3080 FE Funder Edition- White

(122)
$15.99
FREE delivery Mon, Feb 16 on your first order
Loading...
8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(9)
$20.99
FREE delivery Sat, Jun 14 on your first order
Loading...
Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(6)
$20.29
FREE delivery Sat, Jun 14 on your first order
Loading...
Flotstiga AI Hand Warmers Rechargeable 2 Pack,6000mAh Electric Hand Warmers,AI Smart Chips 20Hrs Long Safe Heat Pocket Size Heater Great Warm,Gifts for Christmas, Golf, Hunting, Camping Accessories

Flotstiga AI Hand Warmers Rechargeable 2 Pack,6000mAh Electric Hand Warmers,AI Smart Chips 20Hrs Long Safe Heat Pocket Size Heater Great Warm,Gifts for Christmas, Golf, Hunting, Camping Accessories

(29)
$18.99
FREE delivery Sat, Jun 14 on your first order
Loading...
1080p Wireless Doorbell Camera Without Receiver, AI Human Detection, 2-Way Audio, Night Vision, Cloud Storage (Sold Separately), Real-Time Alerts, Battery-Powered, 2.4Ghz Wi-Fi Olny (Black)

1080p Wireless Doorbell Camera Without Receiver, AI Human Detection, 2-Way Audio, Night Vision, Cloud Storage (Sold Separately), Real-Time Alerts, Battery-Powered, 2.4Ghz Wi-Fi Olny (Black)

(69)
$11.69
FREE delivery Sun, Mar 15 on your first order
1K+ bought in past month
Loading...
GMKtec EVO-X2 AI Mini PC Ryzen Al Max+ 395 (up to 5.1GHz) Mini Gaming Computers, 96GB LPDDR5X 8000MHz (12GB*8) 1TB PCIe 4.0 SSD, Quad Screen 8K Display, WiFi 7 & USB4, SD Card Reader 4.0 Global Recycled Standard

GMKtec EVO-X2 AI Mini PC Ryzen Al Max+ 395 (up to 5.1GHz) Mini Gaming Computers, 96GB LPDDR5X 8000MHz (12GB*8) 1TB PCIe 4.0 SSD, Quad Screen 8K Display, WiFi 7 & USB4, SD Card Reader 4.0 Global Recycled Standard

(69)
$3,259.99
FREE delivery Sat, Jan 3
Loading...
GMKtec EVO-X2 AI Mini PC, Ryzen Al Max+ 395 (up to 5.1GHz) Mini Gaming Computers, 64GB LPDDR5X 8000MHz (8GB*8) 1TB PCIe 4.0 SSD, Quad Screen 8K Display, WiFi 7 & USB4, SD Card Reader 4.0 Global Recycled Standard

GMKtec EVO-X2 AI Mini PC, Ryzen Al Max+ 395 (up to 5.1GHz) Mini Gaming Computers, 64GB LPDDR5X 8000MHz (8GB*8) 1TB PCIe 4.0 SSD, Quad Screen 8K Display, WiFi 7 & USB4, SD Card Reader 4.0 Global Recycled Standard

(71)
$2,799.99
FREE delivery Sat, Jan 3Only 10 left in stock.
Loading...
Magnetic Nasal Strips Starter Kit: Comfortable Nasal Breathing Support for Sleep, Helps Reduce Snoring Noise, Includes 60 Tabs (30 Uses) with 4 Sizes

Magnetic Nasal Strips Starter Kit: Comfortable Nasal Breathing Support for Sleep, Helps Reduce Snoring Noise, Includes 60 Tabs (30 Uses) with 4 Sizes

(40)
$17.99
FREE delivery Wed, Mar 18 on your first orderOnly 7 left in stock.
1K+ bought in past month
Loading...
Environet Hydroponic Growing Kit, Self-Watering Mason Jar Herb Garden Starter Kit Indoor, Windowsill Herb Garden, Grow Your Own Herbs from Organic Seeds (Basil)

Environet Hydroponic Growing Kit, Self-Watering Mason Jar Herb Garden Starter Kit Indoor, Windowsill Herb Garden, Grow Your Own Herbs from Organic Seeds (Basil)

(786)
$69.15$33.51
FREE delivery Jun 13 - 17
Loading...
Herb Garden Planter Indoor Kit 21Pcs Kitchen Herb Garden Starter Kit Growing Kit Including Wooden Box Burlap Pots Soil Discs Gardening Tools Unique Easter Birthday Christmas Gift Ideas for Women Mom

Herb Garden Planter Indoor Kit 21Pcs Kitchen Herb Garden Starter Kit Growing Kit Including Wooden Box Burlap Pots Soil Discs Gardening Tools Unique Easter Birthday Christmas Gift Ideas for Women Mom

(0)
$30.99
FREE delivery Jun 19 - Jul 3
Loading...
Bonsai Starter Kit – 1x Bonsai Tree | Complete Indoor Starter Kit for Growing Plants with Bonsai Seeds, Tools & Planters – Gardening Gifts for Women & Men
Best Seller

Bonsai Starter Kit – 1x Bonsai Tree | Complete Indoor Starter Kit for Growing Plants with Bonsai Seeds, Tools & Planters – Gardening Gifts for Women & Men

(243)
$19.99
FREE delivery Sat, Jun 14 on your first order
300+ bought in past month
Loading...
High-Performance Graphics Card Fan CF9010U12D for TUF RTX 3060/3060 TI/3070/3080/3090 - DC 12V Cooling Solution

High-Performance Graphics Card Fan CF9010U12D for TUF RTX 3060/3060 TI/3070/3080/3090 - DC 12V Cooling Solution

(0)
$68.86
FREE delivery Mar 10 - 30
Loading...
Turtle Beach Stealth Ultra High-Performance Wireless Gaming Controller Licensed for Xbox Series X|S, Xbox One, Windows PC & Android – LED Dashboard, Charge Dock, RGB Lighting, 30-Hr Battery, Bluetooth

Turtle Beach Stealth Ultra High-Performance Wireless Gaming Controller Licensed for Xbox Series X|S, Xbox One, Windows PC & Android – LED Dashboard, Charge Dock, RGB Lighting, 30-Hr Battery, Bluetooth

(1,771)
$224.95$199.41
PrimeFREE delivery Sat, Jun 14
Loading...
High-Performance Laptop Heatsink Compatible with 17 9700, RTX 2060 6GB, Precision 5750, Quadro RTX 3000 6GB - 0YC6P3 YC6P3 460.0JD02.0012

High-Performance Laptop Heatsink Compatible with 17 9700, RTX 2060 6GB, Precision 5750, Quadro RTX 3000 6GB - 0YC6P3 YC6P3 460.0JD02.0012

(0)
$173.93
FREE delivery Mar 10 - 30
Loading...
Amazon Basics 48 Pack AA High-Performance Alkaline Batteries, 10-Year Shelf Life, Easy to Open Value Pack The Nordic Swan Ecolabel

Amazon Basics 48 Pack AA High-Performance Alkaline Batteries, 10-Year Shelf Life, Easy to Open Value Pack The Nordic Swan Ecolabel

(568,836)
$18.26
FREE delivery Wed, Aug 20 on your first order
10K+ bought in past month
Loading...
8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(9)
$20.99
FREE delivery Sat, Jun 14 on your first order
Loading...
Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(6)
$20.29
FREE delivery Sat, Jun 14 on your first order
Loading...
8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(9)
$20.99
FREE delivery Sat, Jun 14 on your first order
Loading...
Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(6)
$20.29
FREE delivery Sat, Jun 14 on your first order
Loading...
8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

8000mAh Hand Warmers Rechargeable 2 Pack, AI Smart Chip Long Safe Heat, Quick Charge Electric Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(9)
$20.99
FREE delivery Sat, Jun 14 on your first order
Loading...
Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

Hand Warmers Rechargeable 2 Pack, AI Smart Chip 20Hrs Long Safe Heat, 2s Fast Heating Up to 140℉, Portable Pocket Heater, Warm Gifts for Christmas, Outdoor, Golf, Hunting, Camping Accessories

(6)
$20.29
FREE delivery Sat, Jun 14 on your first order