20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman

<p dir="ltr">Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they've leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon.</p> <p dir="ltr"><strong>AGENDA:</strong></p> <p dir="ltr">02:43 Why We Did Not IPO and Raised $1BN From Fidelity</p> <p dir="ltr">05:03 Analysis of Chip and Compute Landscape Today</p> <p dir="ltr">07:14 NVIDIA Showing Signs They Are Running Out of Ideas</p> <p dir="ltr">13:57 The Real Questions to Ask on Chip Depreciation</p> <p dir="ltr">24:54 Energy Requirements for AI: Is it Feasible?</p> <p dir="ltr">29:25 Mag7 Value Concentration: Feature or a Bug</p> <p dir="ltr">31:57 Talent is the Bottleneck and Trump Makes it Worse</p> <p dir="ltr">32:55 The War for...