Cerebras Systems, every mention
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every year anyone Harry Stebbings 62Andrew Feldman 11Rory O'Driscoll 10Steeve Morin 6Eric Vishria 6Jason Lemkin 2Aaron Katz 2Paul Erlang 1Miles Grimshaw 1Everett Randle 1
Verbatim, from the transcripts: the passages where Cerebras Systems comes up
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 55:12 Aaron Katz Um, and, uh, we do business with both NVIDIA and Cerebrus and a lot of the chip manufacturers, so 2 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 32:34 Rory O'Driscoll You know, if I just optimize for inference, just like service and Grok did, 3 times in the scene
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 44:11 Harry Stebbings What about Ari Vichry and Steve Vassalo with Cerebris? 2 times in the scene
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 8:47 Paul Erlang So what we saw with Cerebris is when the IPO happened, the hyper liquid price started to converge to that price at IPO, right?
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 11:22 unnamed speaker Um, the other thing I'll just say briefly, I was, before I, I'm in Hong Kong as we record this, but before I got on a plane, I, I spoke to one of my LPs who's, who's getting, getting lots of, getting lots of cash here, got cash in Cerebus,…
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 52:04 Brendan Foody The only caveat is that it feels like we're starting to move towards a multi-chip future where obviously Cerebris is executing well.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 37:42 unnamed speaker Um, now we have, you know, we, you know, Cerebus really was maximally oversubscribed, right? 2 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 0:12 Harry Stebbings I'm so excited to welcome a dear friend, Andrew Feldman, founder and CEO at Cerebris. 3 times in the scene
- ▶ 1:33 Andrew Feldman Those were really kind words and it was a really exciting day for, for, for the company and the team and, uh, the people who, who'd believed in us and, and who backed us for,
- ▶ 3:44 Andrew Feldman We have a twenty five billion dollar backlog.
- ▶ 8:04 Andrew Feldman We don't use that memory. 3 times in the scene
- ▶ 18:13 Andrew Feldman Um, but it is true that when Google or when Cerebris puts our equipment in our own data center, right, we have a, a significant advantage
- ▶ 55:19 Harry Stebbings Funding investing in the ecosystem around NVIDIA, do you think Cerebra should be investing more aggressively in the application layer built on top of you? 8 times in the scene
- ▶ 1:01:36 Andrew Feldman What made me proud in this company so far is we've made 800 millionaires.
- ▶ 1:04:43 Harry Stebbings I was part of Cerebris.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 0:31 Harry Stebbings Next, we have Cerebris IPO smashes expectations and breaks the 300 dollar mark, and then finally, SpaceX, they set June the 12th for the largest IPO in history, 1.75 trillion dollar market cap, raising seventy five billion dollars.
- ▶ 48:33 Harry Stebbings Uh, I, I want to talk about Cerebris, the biggest US tech IPO since Snowflake, uh, priced at one 85. 3 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 0:14 Harry Stebbings Cerebrus IPO is twenty-x oversubscribed.
- ▶ 18:39 Jason Lemkin I think that's why Anthropic's right to buy every, every, every TPU, GPU, every Cerebus chip, 12 inch chip they can buy.
- ▶ 46:32 Harry Stebbings Now, when this goes live, Cerebris will be going public. 10 times in the scene
- ▶ 1:15:39 Jason Lemkin You don't want to do Cerebus, you want to do Grok, as we talked about.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:32:35 Harry Stebbings Listen, the two more for me is Snap and Cerebrus.
- ▶ 1:32:40 Rory O'Driscoll I think you have to do Cerebrus first. 6 times in the scene
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 14:40 Harry Stebbings You partnered with Cerebris, and Cerebris is the fastest provider, obviously, of inference out there.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 1:01:49 Harry Stebbings There's Rapplet raising at nine billion, and there's Cerebris raising at twenty-two billion.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 9:13 Harry Stebbings Does this harm or does it help Cerebrus? 6 times in the scene
- ▶ 13:26 Rory O'Driscoll There's this, everyone, you know, six months ago, if you said, I think we should buy Cerebus or Grok for 20,000,000,020 billion, you're at one of these other companies, you know, five people would dump at you and say, idiots.
- ▶ 16:24 Harry Stebbings I remember, um, Eric Vishria had to have a chat with Bruce Dunleavy when he was doing the Cerebris deal, and Bruce was telling him the wisdom of investing in semiconductors and all that he had learned from the prior 15 years of, like, the… 2 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 14:54 Harry Stebbings Manus, Sierra, Firework, Legora, Cerebris, Langchain.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 1:23:28 Everett Randle Like, he'll have Cerebris, which, you know, will, will IPO at some point in the future that's gonna be an unbelievable company.
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 51:44 Andrew Feldman And, uh, you know, we are lucky at Cerebrus.
- ▶ 52:56 Harry Stebbings How do you think about the importance of margin today as a business is cerebrous? 2 times in the scene
- ▶ 1:05:14 Harry Stebbings What's the biggest bet you've made with Cerebris that didn't work out? 5 times in the scene
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:21:37 Harry Stebbings Why do you think Cerebris decided to go public? 2 times in the scene
Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
- ▶ 4:24 Harry Stebbings You know, I just had Andrew from Cerebris on the show, and I asked him this question, and I said, if we think about compute, uh, or kind of hardware, and then we think about models, and we think about apps, where does the value lie?
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 0:59 Harry Stebbings What did you and the team see in the AI landscape in 2015 that led to the founding of Cerebrus?
- ▶ 2:36 Harry Stebbings Can you just help me understand how does the movement into an age of AI change the requirements from a chip perspective of what is needed for a provider and how that then resulted in how you built Cerebris?
- ▶ 42:17 Andrew Feldman Well, you can move from OpenAI on an NVIDIA GPU to Cerebrus to Fireworks Service on something else to Together to perplexity with 10 keystrokes. 3 times in the scene
- ▶ 55:29 Harry Stebbings Head over to Cerebris and use the promo code Harry 20 for your chips today.
- ▶ 1:12:37 Harry Stebbings If we think about Cerebris in 10 years time, where do you envision the business in 10 years time?
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 12:49 Steeve Morin Actually, that's why Grok achieves, ah, not Grok, but Grok, Cerebras, and all these folks, they achieve very high performance single stream is because the data is right in the chip that doesn't have to get it from memory, which is slow,…
- ▶ 26:36 Steeve Morin I mean, if you look at, you know, let's say for instance, Cerebrus, right? 3 times in the scene
- ▶ 28:43 Steeve Morin Uh, Cerebras has a 44 gigabytes of SRAM into what they're called their wafer scale engine, which is a chip the size of a wafer. 2 times in the scene
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 54:25 Harry Stebbings Is that other chip maker paradigm, existing incumbents, Google, Meta, Amazon, you name it, or is it a new generation Cerebris style?
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 34:14 Harry Stebbings Cerebrus, I think I'm pronouncing it right. 4 times in the scene
Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
- ▶ 9:35 Harry Stebbings There are very different companies there from Confluent, Contentful to Cerubris.
- ▶ 32:11 Eric Vishria So, um, we have Cerebris, which is a semiconductor and systems company, um, for AI that we invested in and led their, or co-led with Foundation their Series A in 2016. 2 times in the scene
- ▶ 37:51 Eric Vishria It's a semiconductor company in Cerebrus.
- ▶ 41:20 Harry Stebbings I heard you say once, when it came to Cerebrus, that Peter's role as your partner was to help enhance your instincts.
- ▶ 43:29 Eric Vishria So what Peter did, you know, in the case of Cerebrus was, I remember it really distinctly, I met the company first on a Wednesday. 3 times in the scene
Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
- ▶ 1:23:12 Miles Grimshaw Obviously with investment in Langtrain, um, and we have a few others at Benchmark Cerebrus, which is, uh, you know, an AI chip, um, for training and inference.