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    Cerebras founder joins Uncapped to discuss chips and the AI supply chain

    Uncapped’s host says the episode with Andrew Feldman and Eric Vishria explores Cerebras’ winding path and hardware investing. The host also highlights a basic question he asked: “How do we get from sand to a ChatGPT answer?”

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    TLDR

    Uncapped’s host announced an episode with Cerebras founder Andrew Feldman and Eric Vishria, listing chip and data center supply chains, the AI infrastructure buildout, and hardware versus software investing among its topics. Feldman says the conversation covers Cerebras’ “near-death years” and praises Vishria and Benchmark as partners from the beginning.

    Combined views

    206.6K

    3 Sources, first seen 15d ago

    Combined views

    206.6K

    3 Sources, first seen 15d ago

    761 likes
    15d ago
    first seen 15d ago
    761 likes
    37 comments
    745 saves
    43 reposts

    Sentiment

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    37 comments
    745 saves
    43 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

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    3 Sources

    @jaltmaNew episode of Uncapped with the founder of Cerebras @andrewdfeldman and my partner @ericvishria. We talked about the company's winding road to success, the market around chips, the current state future of the AI supply chain, the role of investors and Eric's relationship with the company, and more. This was one of my favorites, hope you enjoy. Timestamps: (0:00) Intro (1:07) Why Andrew started Cerebras in 2016 (2:54) Eric on investing without experience in chips (4:10) Attacking Goliath (9:44) Near-death experiences and the valley of death (10:44) 18 months of "still can't make it" (12:16) Solving a 75-year-old compute problem (13:26) What comes after wafer scale (16:19) The chip supply chain explained (22:30) Why the US punted a strategic industry (25:51) How to be a good hardware board member (27:50) Hardware vs. software investing (29:05) The pivot from training to inference (27:00) Specialization vs. flexibility (35:22) Building effective teams for chips (39:14) External relationships and TSMC (42:20) The AI infrastructure buildout (44:12) The data center supply chain (53:14) Speed creates markets (54:10) Disaggregation with AMD and AWS (55:24) What actually makes Nvidia great (57:30) Near-death experiences (59:58) Andrew's childhood next to William Shockley
    @andrewdfeldmanGreat conversation with @jaltma and @ericvishria Eric and Benchmark have been an excellent partner to @cerebras since the very beginning. We get into the near-death years and much more. Worth a listen.

    3 Sources

    @jaltmaNew episode of Uncapped with the founder of Cerebras @andrewdfeldman and my partner @ericvishria. We talked about the company's winding road to success, the market around chips, the current state future of the AI supply chain, the role of investors and Eric's relationship with the company, and more. This was one of my favorites, hope you enjoy. Timestamps: (0:00) Intro (1:07) Why Andrew started Cerebras in 2016 (2:54) Eric on investing without experience in chips (4:10) Attacking Goliath (9:44) Near-death experiences and the valley of death (10:44) 18 months of "still can't make it" (12:16) Solving a 75-year-old compute problem (13:26) What comes after wafer scale (16:19) The chip supply chain explained (22:30) Why the US punted a strategic industry (25:51) How to be a good hardware board member (27:50) Hardware vs. software investing (29:05) The pivot from training to inference (27:00) Specialization vs. flexibility (35:22) Building effective teams for chips (39:14) External relationships and TSMC (42:20) The AI infrastructure buildout (44:12) The data center supply chain (53:14) Speed creates markets (54:10) Disaggregation with AMD and AWS (55:24) What actually makes Nvidia great (57:30) Near-death experiences (59:58) Andrew's childhood next to William Shockley
    @andrewdfeldmanGreat conversation with @jaltma and @ericvishria Eric and Benchmark have been an excellent partner to @cerebras since the very beginning. We get into the near-death years and much more. Worth a listen.