TechAll-In Podcast
This episode explores the massive global buildout of AI infrastructure and the rapid evolution of AI models with Cerebras CEO Andrew Feldman. Robin Rombach, CEO of Black Forest Labs, discusses the use of generative AI in creative fields like filmmaking, including their work with Martin Scorsese, and the future of AI in robotics, emphasizing open source and real-world application.
- Andrew Feldman, CEO of Cerebras, sees AI as a direct path to an era of unprecedented abundance, directly addressing humanity's oldest challenges. Read →
- AI is rapidly moving past simple prompt-response, now understanding a user's intent rather than just literal commands. Read →
- The global AI infrastructure buildout is historically unprecedented, drawing comparisons to ancient mega-projects like the Great Wall in terms of capital and talent, as All-In Podcast host Jason Calacanis observed. Read →
- Open source AI models, like Open Claw and Kimmy, have rapidly closed the performance gap with proprietary 'frontier models' for many common tasks. Read →
- AI models are achieving "vastly better answers" through powerful recursive learning loops, where each iteration compounds previous gains exponentially, not linearly. Read →
TechAll-In Podcast
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.
- 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 →
- The explosion of AI from 2015-16 created a rare 'aperture' to invent entirely new computing architectures, not just refine existing ones. Read →
- 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 →
- 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 →
- The decade-long 'stay private forever' mindset is actively reversing, with investors now advocating for earlier public listings. Read →
- 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 →