Mar 24 2025 63 mins 101
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:
04:23 Where Was AI Landscape in 2015 When Cerebras Founded
05:57 NVIDIA’s Biggest Strength Has Become Their Biggest Weakness
07:09 What Happens to the Cost of Inference?
08:55 Why Are AI Algorithms So Inefficient?
20:30 Why is it Total BS That We Have Hit Scaling Laws?
23:07 What Will Be the Ratio of Synthetic to Human Data Used in 5 Years?
31:37 What Specifically Was So Impressive About Deepseek?
31:51 Why is Distillation Not Wrong and OpenAI Need to Look in the Mirror?
32:34 Where Will Value Accrue in a World of AI?
34:08 How Will NVIDIA’s Market Position Change Over the Next Five Years?
39:59 Why is the CUDA Lockin for NVIDIA BS? What is Their Weakness?
40:46 Why is Trump Better for Business than Biden?
49:41 Do We Underestimate China in a World of AI?
52:33 What is the Most Underappreciated Segment of AI?
54:00 Quickfire Round
