20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman

Things are moving at a rate that six, eight, twelve months out, everybody's unsure. It's so fast, it's so big, there is unbelievable demand and nobody knows where it will go in the future. The question of depreciation is how much faster are future generations than the current generation? That's the actual question on depreciation. People often say we we don't have enough power in the US, and this is strictly wrong.

We have plenty of power, it's in the wrong places. Risk comes in financial markets where people fundamentally underestimate risk. No company ever went bankrupt by paying extraordinary people too much. This is 20 VC with me, Harry Stebbings, and I'm so excited for the show today. Following our blockbuster episode with Jonathan Ross at Grok last week, I'm so excited to welcome another leader in the

space today in the form of Andrew Feldman, co-founder and CEO of Cerebrus, building the world's fastest AI inference and training. Now Cerebrus recently closed a $1.1 billion Series G round at an $8.1 billion valuation with names like Fidelity, Tiger, Valor and others included in the round. They've leapfrogged GPU limits, operate at trillions of tokens per month, and are filing to go public very soon. This was an incredible discussion. I'm so grateful to Andrew for his friendship, and I hope you enjoy the show.

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