Andrew Feldman on Building Cerebras and the Future of Chips | Ep. 57
Andrew Feldman, CEO of Cerebras, joins Jack Altman and Eric Vishria to talk about building a hardware company from scratch and competing against Nvidia over a decade.
The gist
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To beat an entrenched chip maker, Feldman says you need a 100 to 500x performance advantage, not incremental gains.
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Cerebras survived 18 months of failed manufacturing while spending $8 million a month by committing to never repeat the same mistake twice.
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Feldman says AI infrastructure capex now runs at 3.5% of GDP annually, more than highways, telecom, and railroads combined.
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Cerebras achieved 5x throughput gains by partnering with a competitor on disaggregation rather than trying to go it alone.
"We'd been building chips with TSMC for decades. We'd been working with our contract manufacturers for decades. And especially in a time of contention, those relationships had been in place for years, that you'd been good to your word, not once, not twice, not just in good times."
▶ Play at 39:444 creators recommend it, including Gavin Uberti, Andrew Wilkinson, and Robert Wachen.
See all on the TSMC page"We're doing disaggregation with AMD and with AWS, where you think about in the work of inference, is there a part that can be done by somebody else and is there a part that can be done by you, such that the result is higher throughput. With AMD we're seeing 5x additional throu..."
▶ Play at 54:212 creators recommend it, including Jeff Dartuk.
See all on the AMD pageWhat they recommend · 3 picks
"We'd been building chips with TSMC for decades. We'd been working with our contract manufacturers for decades. And especially in a time of contention, those relationships had be..."
"We're doing disaggregation with AMD and with AWS, where you think about in the work of inference, is there a part that can be done by somebody else and is there a part that can ..."
"We're doing disaggregation with AMD and with AWS, where you think about in the work of inference, is there a part that can be done by somebody else and is there a part that can ..."
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