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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Why Cerebras Chose Wafer-Scale SRAM for Memory Bandwidth
Andrew explains SRAM vs HBM tradeoffs and why wafer-scale chips with lots of on-chip SRAM solve scale and latency issues for large models.
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