Andrew Feldman: AI Needs a Dinner Plate Chip, Not GPUs
Cerebras CEO Andrew Feldman explains why their 'dinner plate-sized' chip delivers 18x speed by solving AI's core data movement problem. Don't optimize, re-architect.
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
With Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg, Andrew Feldman, Will Marshall, Brad Gerstner · Sunday, June 7, 2026
This episode features a panel discussion with Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) about their companies' journeys going public. They delve into the operational realities, benefits, and challenges of IPOs, discuss the future of AI silicon architecture, and explore the concept of space-based data centers and planetary intelligence. The conversation also touches on broader trends in public market investor liquidity and the shifting sentiment around the optimal time for tech companies to go public.
Key takeaways
- GPUs, despite their market dominance, are fundamentally insufficient for the real-time demands of advanced AI due to a bottleneck in moving data between memory and compute. Read more →
- The explosion of AI from 2015-16 created a rare 'aperture' to invent entirely new computing architectures, not just refine existing ones. Read more →
- Andrew Feldman of Cerebras describes the going public process as an administrative "garbage" fire, detailing meetings with "130 attendees" and endless document reviews where even commas moved, often with "no value added." Read more →
- Historically, the biggest financial gains for a company's stakeholders are often realized after its IPO, not during the private funding rounds leading up to it. Andrew Feldman from Cerebras cites studies showing "more money's made after IPO than before." Read more →
- The decade-long 'stay private forever' mindset is actively reversing, with investors now advocating for earlier public listings. Read more →
- Within a decade, most global compute will move off-planet, becoming a multi-trillion dollar industry larger than any other space business today, predicts Planet Labs CEO Will Marshall. Read more →
6 articles from this episode
Cerebras's Feldman: Outpace GPUs 18x by Rewriting AI Silicon
Andrew Feldman of Cerebras explains how 'dinner plate-sized' chips 18x faster than GPUs for AI prove radical architecture beats incremental upgrades.
IPO: Andrew Feldman's 'Garbage' vs. Will Marshall's Credibility
Founders Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) debate IPO value. Is it just admin 'garbage,' or does it unlock crucial customer trust?
More Wealth Made After IPO, Not Before
Founders, rethink your IPO timeline. Public markets often create more wealth than private rounds. Learn from Planet Labs and challenge your VCs.
Your 10X May Happen Post-IPO, Not Pre-
Forget 'stay private forever.' The All-In panel argues companies like Planet Labs see 10X growth *after* going public. Re-evaluate your IPO timeline.
Marshall: Space Compute Cheaper Than Earth Within a Decade
Planet Labs CEO Will Marshall predicts most compute will move to space within 10 years, driven by falling launch costs and efficient solar power. Founders, watch this cost curve.
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