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AI inference market

3 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Mar 24, 2025 by Andrew Feldman · across every show →

Everything said about AI inference market, oldest first

Mar 24, 2025 bullish
Prediction Not checkable as stated
Feldman: AI inference market will grow over 100x in five years
“I think we're way over a hundred times bigger.”
Andrew Feldman Mar 24, 2025 ▶ 20:38 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
Oct 6, 2025 bullish
Prediction Not checkable as stated
Feldman: The tech industry is 100% underestimating the AI inference market size
“I think the reason I'm a hundred percent sure that, that we are underestimating the market is because of that premise.”
Andrew Feldman Oct 6, 2025 ▶ 27:37 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
Feb 21, 2026 negative
Prediction Open · timeframe Feb 2031
Emberikos: AI inference market will not become a monopoly
“This is just my opinion, but I don't think we're going to end up in, like, this kind of monopolistic world. I think there is so much competitive pressure that there'll be, like, multiple answers to this.”
Alexander Emberikos Feb 21, 2026 ▶ 15:08 OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
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