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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Navigating AI Hardware Investments
This chapter examines the complexities of venture investing in the hardware sector, specifically within AI and computing technologies. It highlights the competitive dynamics, barriers to entry, and market leadership of companies like Intel and NVIDIA, discussing both challenges and opportunities in the rapidly evolving landscape. The dialogue also touches on strategic partnerships, business models, and implications of going public in the context of evolving market dynamics.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
