Andrew Feldman

Brian Armstrong, Coinbase CEO focused on crypto adoption and stablecoins; Andrew Feldman, Cerebras CEO building wafer-scale AI compute; Jake Loosararian, Gecko Robotics CEO deploying industrial inspection robots. They discuss on-chain markets and tokenization, extreme AI compute and data-center power, and robots as the nervous system collecting domain data for real-world AI applications.

Andrew Feldman, Co-founder and CEO of Cerebras, shares deep insights into the AI chip landscape. He discusses how NVIDIA's strengths have become liabilities and why claims of reaching scaling laws in AI are misleading. Delving into the cost of inference, Feldman highlights the inefficiencies of algorithms and the necessity for a shift in AI architecture. He believes we underestimate China's tech advancements and critiques current U.S. policies in the realm of hardware export controls. Expect a thought-provoking analysis of AI's future and market dynamics!

Andrew Feldman, Co-founder and CEO of Cerebras, discusses the strategic move behind raising $1.1B before going public, focusing on scaling manufacturing to meet AI demand. He analyzes the current chip landscape, expressing concerns over NVIDIA's growth tactics amidst competition. Feldman highlights energy challenges in AI, advocating for diverse solutions beyond just nuclear. He also emphasizes the talent scarcity in the field and warns of risks in the concentrated market of AI leaders, offering insights on sustainable growth and innovation in chip design.

Andrew Feldman, Co-founder and CEO of Cerebras Systems, dives into the fascinating evolution from giant chips to cutting-edge inference clouds. He discusses how owning the entire tech stack can dramatically outperform GPU clusters. Feldman shares insights on recent collaborations with Meta and IBM, the impact of the WSE-3 upgrade, and new data centers aimed at delivering faster, cost-effective AI solutions. He also addresses the challenges and future potential of AI technologies in a competitive landscape.

Tony Xu, CEO of DoorDash, dives into the company’s latest innovations like the 'Going Out' feature, rapid Dash Mart delivery, and the autonomous DoorDash Dot. Simon Eskildsen shares insights from his Shopify days, focusing on infrastructure and AI integration in e-commerce. Zach Abrams discusses the future of stablecoins with Open Issuance, while Andrew Feldman highlights Cerebras' cutting-edge AI chip technology. Together, they explore the evolving landscapes of local commerce, AI, and digital payments, revealing their strategies for success.

Ben Thompson, the founder of Stratechery, critiques Apple's Vision Pro, arguing that its sports content overproduction detracts from user immersion. Economist Tyler Cowen discusses AI's impact on blue-collar jobs, suggesting new opportunities will arise despite task replacements. Andrew Feldman shares insights on Cerebras' innovative AI hardware, while Nathan Nwachuku details his work on autonomous security systems in Africa. Lastly, Harley Finkelstein from Shopify explores the future of commerce with new agentic storefront strategies.

Andrew Feldman, CEO and Co-founder of Cerebras Systems, shares his expertise on revolutionizing AI with the world's largest AI processor. He discusses the ongoing GPU supply crisis and presents Cerebras' innovative solutions. The conversation covers breakthrough data flow architecture that enhances AI workloads, and the importance of real-world benchmarks in chip performance. Feldman also highlights the need for fine-tuning AI models with unique data and addresses the challenges of cultural representation in AI.

On this episode, we’re joined by Andrew Feldman, Founder and CEO of Cerebras Systems. Andrew and the Cerebras team are responsible for building the largest-ever computer chip and the fastest AI-specific processor in the industry.We discuss:- The advantages of using large chips for AI work.- Cerebras Systems’ process for building chips optimized for AI.- Why traditional GPUs aren’t the optimal machines for AI work.- Why efficiently distributing computing resources is a significant challenge for AI work.- How much faster Cerebras Systems’ machines are than other processors on the market.- Reasons why some ML-specific chip companies fail and what Cerebras does differently.- Unique challenges for chip makers and hardware companies.- Cooling and heat-transfer techniques for Cerebras machines.- How Cerebras approaches building chips that will fit the needs of customers for years to come.- Why the strategic vision for what data to collect for ML needs more discussion.Resources:Andrew Feldman - https://www.linkedin.com/in/andrewdfeldman/Cerebras Systems - https://www.linkedin.com/company/cerebras-systems/Cerebras Systems | Website - https://www.cerebras.net/Thanks for listening to the Gradient Dissent podcast, brought to you by Weights & Biases. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#OCR #DeepLearning #AI #Modeling #ML

Andrew D. Feldman, Co-founder and CEO of Cerebras Systems, discusses the revolutionary impact of their wafer-scale engine on AI inference technology. He highlights record-breaking inference speeds and the shift from GPUs to custom architectures. The conversation includes the significance of fast inference in enterprise workflows and the competitive landscape with giants like OpenAI. Feldman also touches on climate initiatives involving AI and the importance of partnerships with supercomputing centers. Discover how Cerebras is reshaping the future of AI.

CJ Gustafsson, founder of the Mostly Metrics newsletter, dives into Navan's S-1 filing, revealing key insights about its revenue model and the current state of tech IPOs. He discusses how Navan's recent financials compare to IPO profitability trends. Meanwhile, Andrew Feldman, CEO of Cerebras, shares updates on their competition with NVIDIA, boasting impressive speed claims and discussing fundraising plans amid a recently resolved national security review. The conversation also touches on the potential impact of recent TikTok deal developments.