20VC: AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance | Why We Have Not Reached Scaling Laws in AI | What Happens to the Cost of Inference | How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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