Get it on Google Play

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

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

Author: Harry Stebbings May 26, 2026 Duration: 1:01:38
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
BusinessInvestingNews

Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI.

AGENDA: 

05:58 - Why we are not in an infrastructure bubble and it is just the start

08:00 - Sam Altman's superpower is his ability to forecast capex spend.

08:58 - Anthropic did not get a good deal with Elon. They got a deal that was available. 

10:39 - What is going on with the price of memory and why is it a problem?

16:40 - Are Google best positioned to produce tokens and what challenges do they face?

19:23 - Is Coreweave dramatically undervalued or overvalued?

24:34 - My biggest advice to entrepreneurs scaling their business 

30:13 - Why most of the layoffs are AI-washed and

33:41 - What will we spend on tokens for software engineers in five years?

34:48 - Why does the role of HR change so significantly in the world of AI?

35:36 - Why lawyers are the biggest inhibitor of enterprise AI adoption

39:20 - Why Jensen and Nvidia are wrong to sell chips to China

42:49 - What needs to change in the U.S. to build a strategic asset in chips?

51:00 - Should Cerebras invest in companies building on top of their platform; as Nvidia is?

53:28 - Nothing changed when Cerebras IPO'd but I did make 800 millionaires.


Hosted by Harry Stebbings, The Twenty Minute VC (20VC) pulls back the curtain on the high-stakes worlds of venture capital and startup building. Each episode is a compact, twenty-minute dive into the minds shaping the future of technology. You’ll hear candid conversations with legendary investors, the very individuals who fund and guide the next generation of companies, featuring voices like Sequoia's Doug Leone and Benchmark's Bill Gurley. Beyond the capital, this podcast dedicates time to the founders themselves. Weekly, Stebbings sits down with transformative entrepreneurs such as Spotify's Daniel Ek, LinkedIn's Reid Hoffman, and Snowflake's Frank Slootman, unpacking the real journeys behind their iconic companies. The format is direct and focused, cutting straight to the core insights on funding strategies, pitch dynamics, and the personal philosophies that drive success. Tuning into this podcast means gaining an unfiltered perspective from both sides of the table, all delivered in a concise and accessible style that fits into your day.
Author: Language: English Episodes: 50

Official website RSS
instagramyoutubetiktoklinkedinspotify
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Podcast Episodes
20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory [not-audio_url] [/not-audio_url]

Duration: 1:29:19
Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million…
20Growth: How to Build a $100M Growth Engine: Lessons from Wispr Flow and Superhuman | Why You Should Do Paid Ads Today and How To Do Them | How to Build the Best Referral Programs and How to Crush UGC with Matt Swulinski [not-audio_url] [/not-audio_url]

Duration: 1:18:41
Matt Swulinski is one of the best growth leaders in AI. He is currently Head of Growth at Viktor, the Accel-backed AI coworker. Previously, he was Head of Growth at Wispr Flow, where he was marketing hire #1 and built th…

12345»