Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance

Описание: Andrew Feldman is the Co-Founder and CEO @ Cerebras, the fastest AI inference + training platform in the world. In Sept 2024 the company filed to go public off the back of a rumoured $1BN deal with G42 in the UAE. Andrew is the leading expert for all things inference.
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In Today’s Episode We Discuss:

(00:00) Intro
(00:56) Where Was AI Landscape in 2015 When Cerebras Founded
(02:34) NVIDIA’s Biggest Strength Has Become Their Biggest Weakness
(04:07) What Happens to the Cost of Inference?
(06:24) Why Are AI Algorithms So Inefficient?
(20:58) Why is it Total BS That We Have Hit Scaling Laws?
(25:26) What Will Be the Ratio of Synthetic to Human Data Used in 5 Years?
(36:50) What Specifically Was So Impressive About DeepSeek?
(37:16) Why is Distillation Not Wrong and OpenAI Need to Look in the Mirror?
(38:07) Where Will Value Accrue in a World of AI?
(40:13) How Will NVIDIA’s Market Position Change Over the Next Five Years?
(48:18) Why is the CUDA Locking for NVIDIA BS? What is Their Weakness?
(49:11) Why is Trump Better for Business than Biden?
(01:01:22) Do We Underestimate China in a World of AI?
(01:05:23) Quick-Fire Round
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