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In episode 42 of The Gradient Podcast, Daniel Bashir speaks to Andrew Feldman.
Andrew is the co-founder and CEO of Cerebras Systems, an AI accelerator company that has built the largest processor in the industry. Before Cerebras, Andrew co-founded and served as CEO of SeaMicro, which was acquired by AMD in 2012. He has also served in executive positions at Force10 Networks and RiverStone Networks.
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Outline:
* (00:00) Intro
* (02:05) Andrew’s trajectory, from business school to Cerebras
* (10:00) The large model problem and Cerebras’ approach
* (19:50) Cerebras’s GPT-J announcement
* (22:20) Andrew explains weight streaming to Daniel
* (32:30) Andrew’s thoughts on the MLPerf benchmark
* (38:20) The venture landscape for AI accelerator companies
* (42:50) The hardware lottery, hardware support for sparsity
* (45:40) The CHIPS Act, NVIDIA China ban and the accelerator industry
* (48:00) Politics and Chips, US and China
* (52:20) Andrew’s perspective on tackling difficult problems
* (56:42) Outro
Links:
* Cerebras’ Homepage
* GPT-J Announcement
* TotalEnergies
* GlaxoSmithKline (GSK)
* Sources mentioned
* “Political Chips” by Ben Thompson (because Daniel’s a fanboy)
* Daniel’s conversation with Sara Hooker
* The Hardware Lottery
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