Many users praised Cerebras CEO's interview on the $20B OpenAI deal and record wafer-scale chip for highlighting hardware advances and industry realities, while some accused him of false narratives and bias.
Based on 7 visible X reactions from 16 accounts; directional sample.
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@MollySOShea @andrewdfeldman Dismissing orbital data centers as a near-term reality is a much-needed reality check for the industry. It reminds everyone that solving terrestrial energy and cooling constraints remains the immediate priority before we think about space.
@MollySOShea @andrewdfeldman He did not answer your question as to who the companies are who might be capturing the alpha of others.. he is trying to put Nvidia in that pie only because he is a direct competitor. Nvidia, along with palantir protect the alpha of a company
@MollySOShea @andrewdfeldman Larger chips like this could help meet the fast growing needs in AI. It is good to see hardware companies moving quickly on new designs.
@MollySOShea @andrewdfeldman Great work as usual Molly! How about some Sourcery merch? 👀
The contract was signed as demand shifted rapidly toward AI workloads to inference.
@MollySOShea @andrewdfeldman Dismissing orbital data centers as a near-term reality is a much-needed reality check for the industry. It reminds everyone that solving terrestrial energy and cooling constraints remains the immediate priority before we think about space.
@MollySOShea @andrewdfeldman He did not answer your question as to who the companies are who might be capturing the alpha of others.. he is trying to put Nvidia in that pie only because he is a direct competitor. Nvidia, along with palantir protect the alpha of a company
@MollySOShea @andrewdfeldman Larger chips like this could help meet the fast growing needs in AI. It is good to see hardware companies moving quickly on new designs.
@MollySOShea @andrewdfeldman Great work as usual Molly! How about some Sourcery merch? 👀
@MollySOShea this is clearly untrue, he is playing up a false narrative
@MollySOShea @andrewdfeldman Great interview, Molly!
NEW: Cerebras $CBRS CEO Andrew Feldman (@andrewdfeldman) "When the chip on your shoulder is the largest chip the world has ever seen." "The demand for AI has outpaced everybody's expectation & everybody's forecast. & so everybody's chasing. They're chasing chips, memory, or data centers." We get into the chip 58x larger than any other, $20B OpenAI deal signed in 4.5 weeks, & what's actually going on with the 'big AI deals' Recorded 2 months after Cerebras' $5.5B IPO at a $56B valuation, where a first-day pop briefly hit ~$95B before settling toward ~$60B. We cover: › A "Cambrian explosion" of new chip architectures › $20B+ OpenAI deal: 750MW of inference compute over 3 years › Why inference, not training, is where the value is now › "We are behind" on the data center build-out › Free tokens & circular deals: "These are drug pushers" › Creating 1,000 millionaires › Nvidia's balance sheet & market strength › Sovereign AI & owning the stack › Co-design & data centers in space › A real 25-year path to ending cancer @cerebras builds AI infrastructure for training & inference. It went public in May 2026, & its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, & processors. Filmed at the Raise Summit in Paris. Thank you to Brex, MongoDB & AssemblyAI for helping make this trip & content series happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems (00:49) Why hardware suddenly became the coolest industry in tech (01:51) What changed at Raise AI Summit (03:01) Inside the $20 billion Cerebras - OpenAI deal (05:50) What actually changes two months after an IPO (06:32) Turning 1,000 employees into millionaires (07:52) Staying sane during an AI gold rush (10:44) Life after the IPO plateau (11:45) The truth about the global data center shortage (12:56) Why data centers are borrowing jet engines for power (14:44) Are data centers really headed to space? (15:37) The shift to designing chips & software together (17:39) The biggest misconception about co-designing chips & software (18:31) Inside SpaceX's multi-billion dollar AI deals (20:06) NVIDIA's playbook for locking out competitors (20:54) The hidden cost behind free tokens (22:52) Andrew's response to Karp's sovereign AI thesis (24:18) AI's biggest win might be curing cancer (26:50) Peptides & biohacking (28:00) How AI could finally fix the broken education problem (29:46) The mentors who shaped Andrew Feldman's career
Palantir CEO Alex Karp said enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic. Cerebras CEO Andrew Feldman (@andrewdfeldman) says Karp is right: "You shouldn't be dependent on Nvidia. You shouldn't be dependent on one model maker. I think that rarely works out well." "A different way to think about what Alex said is: you want to think about where your advantage is." "If you have unique data, be sure you don't give that away. Be sure you have multiple choices in different parts of the stack, but you get the credit for your data, and it doesn't help make somebody else's model better.
Cerebras $CBRS CEO Andrew Feldman (@andrewdfeldman) says we are "at least 5 years away" from seeing data centers in space: "I don't think we're in danger in the near term of having a data center in space. I think it's more than 5 years away." "That's a long time in our world. I mean, 3 years ago, nobody was using AI." "We've got a lot of work in building data centers on Earth before we actually have big production data centers in space.
Cerebras CEO Andrew Feldman (@andrewdfeldman) says he's created ~1,000 employee millionaires over his career. "Your investors, it's great to deliver for them. They bet on you. But they're diversified. They bet on you and 20 other companies." "When someone bets 5 or 7 years of their career... a career is 30 years. They're betting a sixth of their professional career." "When you get to deliver for them and they get to achieve the financial goals that they wanted, that's a great feeling and one I'm proud of every day.
Click here to reveal video https://twitter.com/mollysoshea/status/2076668205259694557
@MollySOShea Yeah can't see the video
Many users praised Cerebras CEO's interview on the $20B OpenAI deal and record wafer-scale chip for highlighting hardware advances and industry realities, while some accused him of false narratives and bias.
Based on 7 visible X reactions from 16 accounts; directional sample.
Ask a question below.
Published answers will appear here.
@MollySOShea @andrewdfeldman Great interview, Molly!
NEW: Cerebras $CBRS CEO Andrew Feldman (@andrewdfeldman) "When the chip on your shoulder is the largest chip the world has ever seen." "The demand for AI has outpaced everybody's expectation & everybody's forecast. & so everybody's chasing. They're chasing chips, memory, or data centers." We get into the chip 58x larger than any other, $20B OpenAI deal signed in 4.5 weeks, & what's actually going on with the 'big AI deals' Recorded 2 months after Cerebras' $5.5B IPO at a $56B valuation, where a first-day pop briefly hit ~$95B before settling toward ~$60B. We cover: › A "Cambrian explosion" of new chip architectures › $20B+ OpenAI deal: 750MW of inference compute over 3 years › Why inference, not training, is where the value is now › "We are behind" on the data center build-out › Free tokens & circular deals: "These are drug pushers" › Creating 1,000 millionaires › Nvidia's balance sheet & market strength › Sovereign AI & owning the stack › Co-design & data centers in space › A real 25-year path to ending cancer @cerebras builds AI infrastructure for training & inference. It went public in May 2026, & its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, & processors. Filmed at the Raise Summit in Paris. Thank you to Brex, MongoDB & AssemblyAI for helping make this trip & content series happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems (00:49) Why hardware suddenly became the coolest industry in tech (01:51) What changed at Raise AI Summit (03:01) Inside the $20 billion Cerebras - OpenAI deal (05:50) What actually changes two months after an IPO (06:32) Turning 1,000 employees into millionaires (07:52) Staying sane during an AI gold rush (10:44) Life after the IPO plateau (11:45) The truth about the global data center shortage (12:56) Why data centers are borrowing jet engines for power (14:44) Are data centers really headed to space? (15:37) The shift to designing chips & software together (17:39) The biggest misconception about co-designing chips & software (18:31) Inside SpaceX's multi-billion dollar AI deals (20:06) NVIDIA's playbook for locking out competitors (20:54) The hidden cost behind free tokens (22:52) Andrew's response to Karp's sovereign AI thesis (24:18) AI's biggest win might be curing cancer (26:50) Peptides & biohacking (28:00) How AI could finally fix the broken education problem (29:46) The mentors who shaped Andrew Feldman's career
Palantir CEO Alex Karp said enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic. Cerebras CEO Andrew Feldman (@andrewdfeldman) says Karp is right: "You shouldn't be dependent on Nvidia. You shouldn't be dependent on one model maker. I think that rarely works out well." "A different way to think about what Alex said is: you want to think about where your advantage is." "If you have unique data, be sure you don't give that away. Be sure you have multiple choices in different parts of the stack, but you get the credit for your data, and it doesn't help make somebody else's model better.
Cerebras $CBRS CEO Andrew Feldman (@andrewdfeldman) says we are "at least 5 years away" from seeing data centers in space: "I don't think we're in danger in the near term of having a data center in space. I think it's more than 5 years away." "That's a long time in our world. I mean, 3 years ago, nobody was using AI." "We've got a lot of work in building data centers on Earth before we actually have big production data centers in space.
Cerebras CEO Andrew Feldman (@andrewdfeldman) says he's created ~1,000 employee millionaires over his career. "Your investors, it's great to deliver for them. They bet on you. But they're diversified. They bet on you and 20 other companies." "When someone bets 5 or 7 years of their career... a career is 30 years. They're betting a sixth of their professional career." "When you get to deliver for them and they get to achieve the financial goals that they wanted, that's a great feeling and one I'm proud of every day.