“We won't be as dependent on transformers in three years or five years as we are now.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Andrew Feldman
AssertionPartly supported
Nvidia Conceals Massive Chip Field Failure Rates to Keep Customers Waiting
“You don't talk about the field failure rate of your products, which are massive. Rather you sort of keep talking about the future in an effort to convince people to wait, to make a good decision rather than go with technology that's, that that's better and pre…”
Andrew FeldmanOct 6, 2025▶ 12:47Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
AssertionSupported
Elon Musk and Tesla Failed at Building Wafer-Scale Chips for Dojo
“And after we did it Elon tried Dojo and they failed.”
Andrew FeldmanOct 6, 2025▶ 23:29Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
AssertionSupported
Feldman: Nvidia Has Zero CUDA Software Lock-In for AI Inference
“In inference, it's not real at all. There's no CUDA lock-in in inference. None. 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. I mean, anybody who actually uses A…”
Andrew FeldmanMar 24, 2025▶ 42:10Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
Opinion
Feldman states the Trump administration is unwaveringly better for business
“Unwaveringly better for business. You know, there are things I agree with, there are things I disagree with in this administration, but unwaveringly better for business.”
Andrew FeldmanMay 26, 2026▶ 57:10Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
AssertionNot checkable as stated
No Company Ever Went Bankrupt by Overpaying Extraordinary Talent
“No company ever went bankrupt by paying extraordinary people too much.”
Andrew FeldmanOct 6, 2025▶ 43:00Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
AssertionPartly supported
Feldman: Cerebras chips are faster than Nvidia at both training and inference
“No, we're faster on both, but the software challenges In training are real.”
Andrew FeldmanOct 6, 2025▶ 24:13Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
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