No Priors: Artificial Intelligence | Technology | Startups
No Priors: Artificial Intelligence | Technology | Startups
Conviction
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
30 minutes Posted May 21, 2026 at 7:00 am.
– Cold Open
– Andrew Feldman Introduction
– Cerebras’ Evolution
– Wafer-Scale Bet Pays Off
– Challenges and Breakthroughs
– Crossing the Market Chasm
– Scaling Software and Hardware
– Relevance of AI-Generated Coding
– Leadership and Hiring Culture
– When to Quit vs. Persist
– Why Cerebras Went Public
– The OpenAI Deal
– Open Source and Post-Trained Workloads
– How Speed Opens Up New Business
– Conclusion
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30:33
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Show notes
Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and Sarah Guo sit down with Cerebras founder and CEO Andrew Feldman to discuss the company’s journey to making one of the largest tech go-publics in history. Andrew details the multi-year journey of pioneering wafer-scale AI computing, including surviving a brutal period of being ahead of market demand. He also explains the engineering breakthroughs that led to delivering inference speeds at 20x that of standard GPUs. Andrew then shares how a remarkable $20 billion deal with OpenAI came together in only four weeks. Plus, Andrew’s thoughts on why architecting the future of AI requires the fortitude to be a “professional David” against the Goliaths of tech.
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