Sourcery
Sourcery
Sourcery with Molly O'Shea
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
32 minutes Posted Jul 13, 2026 at 10:00 am.
Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris.Recorded 2 months after Cerebras went public at a $56B valuation and popped to roughly $95B on its first day, this conversation covers the $20B+ OpenAI deal, why inference is the new battleground, the state of the AI data center build-out, and Feldman's take on the circular deals reshaping the industry.We also get into what it means to create 1,000 millionaires, how co-design between hardware and software actually works, data centers in space, and why Feldman thinks AI could mean the next generation never knows anyone who dies of cancer.Cerebras (Nasdaq: CBRS) builds the WSE-3, a single wafer-scale chip with 4 trillion transistors and 900,000 cores, and the CS-3 system it powers.Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen.Chapters below.Sourcery covers the people building the future across AI, hardware, and the private and public markets, subscribe for more.Andre Feldman: https://x.com/andrewdfeldmanMolly O’Shea: https://x.com/MollySOShea Sourcery: ⁠https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊YouTube: ⁠https://youtu.be/k9UX2fVGhsI⁠𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • MongoDB–Millions of developers and more than 65,200+ customers across industries, including ~75% of the Fortune 100, rely on MongoDB for their most important applications. With integrated capabilities for operational data, search, real-time analytics, & AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, & simplify complex architectures. https://mongodb.com/ai• AssemblyAI–Millions of developers use AssemblyAI to power their voice ai applications and features. One API gives you access to best-in-class speech-to-text, voice agent, and speech understanding models for both pre-recorded and real-time audio.  Granola, ClickUp & HeyGen are scaling with AssemblyAI - get $50 of free credits today at http://AssemblyAI.com/sourcery𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
Andrew Feldman, Co-Founder & CEO at Cerebras Systems
Why hardware suddenly became the coolest industry in tech
What changed at Raise AI Summit
Inside the $20 billion Cerebras - OpenAI deal
What actually changes two months after an IPO
Turning 1,000 employees into millionaires
Staying sane during an AI gold rush
Life after the IPO plateau
The truth about the global data center shortage
Why data centers are borrowing jet engines for power
Are data centers really headed to space?
The shift to designing chips and software together
The biggest misconception about co-designing chips and software
Inside SpaceX's multi-billion dollar AI deals
NVIDIA's playbook for locking out competitors
The hidden cost behind free tokens
Andrew's response to Karp's sovereign AI thesis
AI's biggest win might be curing cancer
Peptides and biohacking
How AI could finally fix the broken education problem
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Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris.Recorded 2 months after Cerebras went public at a $56B valuation and popped to roughly $95B on its first day, this conversation covers the $20B+ OpenAI deal, why inference is the new battleground, the state of the AI data center build-out, and Feldman's take on the circular deals reshaping the industry.We also get into what it means to create 1,000 millionaires, how co-design between hardware and software actually works, data centers in space, and why Feldman thinks AI could mean the next generation never knows anyone who dies of cancer.Cerebras (Nasdaq: CBRS) builds the WSE-3, a single wafer-scale chip with 4 trillion transistors and 900,000 cores, and the CS-3 system it powers.Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen.Chapters below.Sourcery covers the people building the future across AI, hardware, and the private and public markets, subscribe for more.Andre Feldman: https://x.com/andrewdfeldmanMolly O’Shea: https://x.com/MollySOShea Sourcery: ⁠https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊YouTube: ⁠https://youtu.be/k9UX2fVGhsI⁠𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • MongoDB–Millions of developers and more than 65,200+ customers across industries, including ~75% of the Fortune 100, rely on MongoDB for their most important applications. With integrated capabilities for operational data, search, real-time analytics, & AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, & simplify complex architectures. https://mongodb.com/ai• AssemblyAI–Millions of developers use AssemblyAI to power their voice ai applications and features. One API gives you access to best-in-class speech-to-text, voice agent, and speech understanding models for both pre-recorded and real-time audio.  Granola, ClickUp & HeyGen are scaling with AssemblyAI - get $50 of free credits today at http://AssemblyAI.com/sourcery𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒(00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems(00:49) Why hardware suddenly became the coolest industry in tech(01:51) What changed at Raise AI Summit(03:01) Inside the $20 billion Cerebras - OpenAI deal(05:50) What actually changes two months after an IPO(06:32) Turning 1,000 employees into millionaires(07:52) Staying sane during an AI gold rush(10:44) Life after the IPO plateau(11:45) The truth about the global data center shortage(12:56) Why data centers are borrowing jet engines for power(14:44) Are data centers really headed to space?(15:37) The shift to designing chips and software together(17:39) The biggest misconception about co-designing chips and software(18:31) Inside SpaceX's multi-billion dollar AI deals(20:06) NVIDIA's playbook for locking out competitors(20:54) The hidden cost behind free tokens(22:52) Andrew's response to Karp's sovereign AI thesis(24:18) AI's biggest win might be curing cancer(26:50) Peptides and biohacking(28:00) How AI could finally fix the broken education problem(29:46) The mentors who shaped Andrew Feldman's career