20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

We can't build data centers fast enough to keep up with demand. We have a $25 billion backlog. If demand stays high, we are going to continue to see memory shortages for at least the next several years. I think it has been NVIDIA's strategy to try and create competitors for the traditional hyperscalers. I think they have funded and backstopped and over-allocated to the neo clouds.

They have created a dependence, which is probably not healthy. So over time, the history of our industry is a massive reduction in the cost per unit compute. For hard problems, there is no upper bound to how much faster you want to be. This is 20 VC with me, Harry Stebbings, and I'm so excited to welcome a dear friend Andrew Feldman, founder and CEO at Cerebrus. Now this show just makes me incredibly happy and proud to do.

because this is a true testament of resilience, of grit, of building really hard things. And last week Cerebrus went public, the largest semiconductor IPO ever. The price went from $185 to $311. They got over $5.5 billion. It was an incredible day for an incredible team.

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