“In 2016, we met with Sam Altman and Ilya Suskovard at OpenAI and they were an idea and we were PowerPoint, right? That's amazing. And what AI was doing was identifying cats in pictures. And I think they ended up investing in us, both of them and many of their colleagues in our early rounds.”
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
AssertionContradicted
Feldman: Cerebras is 20 times faster than Nvidia B200 GPUs
“Really focused on performance, both for training and for inference. You think 20 times faster than Nvidia B 200 GPUs and it's been an amazing run.”
Andrew FeldmanOct 1, 2025▶ 3:05⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
AssertionSupported
Feldman: Cerebras provides 2,625x more memory bandwidth than traditional GPUs
“And we have 2625 times more memory bandwidth than the GPU does.”
Andrew FeldmanOct 1, 2025▶ 6:22⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
AssertionSupported
Cerebras leads all Artificial Analysis inference benchmarks by a large margin
“I think also just go up and look at artificial analysis. Wherever we are, we're the fastest not by a little bit, but by a lot.”
Andrew FeldmanOct 1, 2025▶ 11:03⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
AssertionNot checkable as stated
Feldman: AI startups are replacing closed-source models with fine-tuned open-source
“I think for sort of AI companies like Cognition, like all your competitors, like AlphaSense, like dozens of others, they are trying to replace closed source models with very, very fast open source models, and they're trying to drive the open source Accuracy dr…”
Andrew FeldmanOct 1, 2025▶ 14:20⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
AssertionSupported
Feldman: Cerebras raised $1.1B at an $8.1B valuation
“So we announced a 1.1 billion dollar fundraise that we had completed. It was done at an 8.1 billion dollar post money valuation, and it was led by Fidelity and Atreides management.”
Andrew FeldmanOct 1, 2025▶ 0:35⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
Insight
Feldman: Multi-chip SRAM architectures make speculative decoding extremely difficult
“It limits the things you can do. It makes all sorts of cool AI techniques like speculative decode extremely difficult. Whereas if you have a giant chip, you might only need a handful.”
Andrew FeldmanOct 1, 2025▶ 10:49⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
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