20VC: AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance | Why We Have Not Reached Scaling Laws in AI | What Happens to the Cost of Inference | How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman

our AI algorithms today are not particularly efficient. In a GPU, most of the time it's doing inference, it's five or seven percent utilized. That means it's ninety five or ninety three percent wasted. We won't be as dependent on transformers in three years or five years as we are now. Hundred percent. The fundamental architecture of the GPU with off-chip memory is not great for inference. Now they will continue to do well in inference, but it can be beaten, and I think they know it. This is twenty VC with me, Harry Stebbings. Now we did a show with Jonathan Ross at Groc and it blew

Everyone said that we had to get Andrew Feldman from Cerebrus on the show. So I'm so excited to make this episode happen today. Joining us in the hot seat is Andrew Feldman, co-founder and CEO of Cerebrus, the fastest AI inference and training platform in the world. Now in September 2024, the company filed to go public off the back of a rumored $1 billion deal with G42 in the UAE. They challenge NVIDIA in the inference market. Andrew is the leading expert for all things inference. This show was incredible. I have the best job in the world. I sit down with the smartest people and learn from them, and this show is exactly that. But before we dive in today, turning your Back of a napkin idea into a billion dollar startup requires countless hours of collaboration and teamwork. It can be really difficult to build a team that's aligned on everything from values to workflow, but that's exactly what Coda was made to do. Coda is an all-in-one collaborative workspace that started as a napkin sketch. Now, just five years.

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