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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
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…
The skinny
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