chip providers

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 24, 2025 by Andrew Feldman · across every show →

Everything said about chip providers, oldest first

Mar 24, 2025 bullish
Prediction Open · timeframe Mar 2030
Feldman: Chip providers will hold far more market value than model companies
“In the five year timeframe, Yes.”
Andrew Feldman Mar 24, 2025 ▶ 47:02 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
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