The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

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

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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Real Gains Per Chip Generation Are Modest

Andrew argues true generational gains are ~2–2.5x in practice, limited by system bottlenecks like memory bandwidth.

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