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 | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Podwise
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
This podcast features an interview with Andrew Feldman, co-founder and CEO of Cerebras, a company challenging Nvidia in the AI inference market. The conversation covers Cerebras's innovative wafer-scale architecture, its advantages over GPU-based systems in terms of speed and efficiency, and the future of AI, including the potential shift away from transformer models. Feldman highlights the inefficiency of current AI algorithms and the vast potential for improvement, emphasizing the importance of speed in interactive AI applications. A key takeaway is that the cost of inference will decrease due to more efficient algorithms and hardware, leading to the emergence of new AI applications.
