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Cerebras Systems

also referred to as: cerebras

26 statements across 2 episodes · 15 bullish · 2 bearish · 1 people on the record · first statement Sep 7, 2023 by Andrew Feldman · said 33 times in 6 episodes since 2023 · across every show →

Mentions by year

brought up most by Elad Gil (19), Andrew Feldman (7), Sarah Guo (5), Dylan Patel (2)

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2026 19 mentions in 1 episode
2025 2 mentions in 1 episode
2024 3 mentions in 2 episodes 2 per episode
2023 9 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Cerebras Systems, oldest first

Sep 7, 2023 positive
Disclosure
Feldman: Cerebras and G42 to open-source largest Arabic LLM
“On Wednesday, we're announcing that we're open sourcing with G-forty-two's group called Inception and NBZ-UAI University, the largest Arabic LLM.”
Andrew Feldman Sep 7, 2023 ▶ 10:21 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 bearish
Prediction Not checkable as stated
AI shift to single-shot learning would doom NVIDIA and Cerebras hardware
“If we go to a type of model that doesn't require very much data, if we go to single-shot learning, right, NVIDIA's totally out of luck, right? Us too, everybody.”
Andrew Feldman Sep 7, 2023 ▶ 21:38 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 bullish
Assertion Supported
Feldman: Cerebras can run a trillion-parameter model on a single system
“And that was an idea that came from supercomputing that we knew really well, that we could organize this so you could run an arbitrarily large, now a trillion parameter network on a single system.”
Andrew Feldman Sep 7, 2023 ▶ 9:06 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 bullish
Disclosure
Feldman: Cerebras is building nine AI supercomputers totaling 36 exaflops with G42
“We did announce a strategic partnership with a group called G-forty-two, and we announced that we were building nine supercomputers. Each supercomputer would be four exaflops of AI compute, so in total, 36 exaflops of AI compute.”
Andrew Feldman Sep 7, 2023 ▶ 0:55 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 positive
Assertion Not checkable as stated
Feldman: Cerebras converged a model in 3.5 days after 60-day GPU failure
“We had a situation where they were trying to train on a GPU cluster and they were at 60 days and it wasn't converging and We stood it up, and three and a half days later, their model converged”
Andrew Feldman Sep 7, 2023 ▶ 19:04 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 positive
Assertion Not checkable as stated
Feldman: Redistributing AI training takes one keystroke on Cerebras vs GPUs
“In March, we put seven GPT models in the open source community. Everybody else was putting one. Why? Because it's really hard to redistribute work across a GPU cluster. For us, it's one keystroke.”
Andrew Feldman Sep 7, 2023 ▶ 11:13 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023
Assertion Not checkable as stated
Feldman: Cerebras received eight term sheets from eight pitches
“Early, early in, we went out, we did eight pitches. We got eight term sheets.”
Andrew Feldman Sep 7, 2023 ▶ 3:16 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 positive
Assertion Supported
Feldman: Cerebras hardware runs strictly data parallel without complex distributed engineering
“And if you have to spend months doing distributed compute, doing tensor model parallel distributed compute, I mean, if you look at the back of some of these papers, they're crediting 20 or 30 people, sometimes more, who helped on the distributed compute. And i…”
Andrew Feldman Sep 7, 2023 ▶ 5:31 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 bullish
Assertion Supported
Feldman: Cerebras clusters scale linearly up to 64 nodes
“The cluster we build keeps the parameters off chip in a parameter store, and it streams them in, and the result of this architecture is that, that we run strictly data parallel, which means even in a 64 node cluster, you run the exact same configuration on eac…”
Andrew Feldman Sep 7, 2023 ▶ 7:45 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 positive
Assertion Not checkable as stated
Feldman: Cerebras eliminates memory bandwidth bottlenecks using on-wafer SRAM
“We keep a huge amount of SRAM on the wafer. All right, and so there are no memory bandwidth problems ever. That also allows us to harvest sparsity, which is something that others really struggle with.”
Andrew Feldman Sep 7, 2023 ▶ 7:30 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023
Disclosure
Feldman: Cerebras is training multiple 30B-to-175B parameter AI models
“We are training right now a whole collection in the 30 to one 75 category.”
Andrew Feldman Sep 7, 2023 ▶ 12:19 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 neutral
Insight
Building a first chip takes two years and $50 million, says Feldman
“We're gonna spend two, two and a half, sometimes three years and 50 or sixty million dollars building our first part. And then we will learn if people like it or hate it. It has a huge gaping chasm between when you start and when you begin learning from custom…”
Andrew Feldman Sep 7, 2023 ▶ 16:03 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023
Assertion Supported
Feldman: Cerebras chip contains about 850,000 processor-memory tiles
“It's a data flow architecture. It's comprised of about 850,000 identical tiles. Each tile is a processor and memory, and so it's a fully distributed memory machine, and so you have huge amounts of memory bandwidth because the memory is speaking to A processor …”
Andrew Feldman Sep 7, 2023 ▶ 6:12 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 negative
Opinion
NVIDIA is extorting customers amid AI chip shortages, says Cerebras CEO
“I think they're now in a situation where they're extorting customers. They're extremely expensive. They're unable to ship. And that has, among other things, opened the door for many of us who have alternatives.”
Andrew Feldman Sep 7, 2023 ▶ 18:10 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023
Disclosure
Feldman: Cerebras is About 75% Software
“Now, we still have to build a huge amount of software, and we're about 75% software.”
Andrew Feldman Sep 7, 2023 ▶ 17:20 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
May 21, 2026 positive
Assertion Supported
Feldman: UAE sovereign AI firm G42 placed a $1B order with Cerebras
“And we won a sovereign, a G-forty-two and they became a strategic partner and close friends and they placed a billion dollar order on us,”
Andrew Feldman May 21, 2026 ▶ 9:44 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 bullish
Assertion Supported
Feldman: Cerebras is the only pure-play public AI company
“We would be the first and only, for a period of time, AI pure play. We are the only company that, that you can, a hundred percent of the revenue, this exact market. There's no gaming, there's no graphics, there's no PC, that, this is it.”
Andrew Feldman May 21, 2026 ▶ 22:39 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 positive
Disclosure
Feldman: Cerebras signed an agreement to deploy in AWS data centers
“And then in March, we signed an agreement with AWS, where we will be deployed in their data centers going forward”
Andrew Feldman May 21, 2026 ▶ 2:32 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 bullish
Prediction Open · timeframe May 2029
Feldman: Cerebras will sell tens of thousands of third-generation systems
“It was like, you know, the first gen we might have sold a dozen. The second gen we probably sold 300, and now we're still going to sell tens of thousands in the third gen.”
Andrew Feldman May 21, 2026 ▶ 8:51 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026
Insight
Feldman: New chip architectures must start in supercomputing where speed trumps software maturity
“I think there's a path that has been laid down by new computer architectures, and often you begin in the supercomputer world, because those guys love speed, and they don't care if your software is immature, and so we sort of ran the table there.”
Andrew Feldman May 21, 2026 ▶ 9:21 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026
Assertion Not checkable as stated
Feldman: Cerebras burned $8M monthly for two years before chips worked
“We had a period between about 2017, middle of 2017 and middle of 2019 where we couldn't build it. We were spending about eight million a month.”
Andrew Feldman May 21, 2026 ▶ 7:35 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 neutral
Disclosure
Feldman: I refuse to build or sell consumer products
“I have a rule that if my mother buys it or uses it, I don't want to make it or sell it. Cause I really want super smart customers who are doing really interesting things with our stuff.”
Andrew Feldman May 21, 2026 ▶ 24:17 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026
Insight
Feldman: Building a compiler realistically takes about 10 years
“It takes about 10 years. It takes a long time to build a compiler. Is an extraordinarily difficult piece of software.”
Andrew Feldman May 21, 2026 ▶ 12:22 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 bullish
Disclosure
Feldman: Cerebras spends $25k to $30k per engineer on AI tokens
“I would say that, that, you know, eight months ago, we weren't spending a thousand dollars in engineer on tokens, and we're probably at 25 or 30,000 right now, and it's ripping.”
Andrew Feldman May 21, 2026 ▶ 12:49 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 bullish
Assertion Supported
Feldman: Cerebras signed a $20B+ OpenAI deal in 4.5 weeks
“For a, 20 plus billion dollar deal to do it in four and a half weeks was exceptional.”
Andrew Feldman May 21, 2026 ▶ 25:00 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 bullish
Assertion Partly supported
Feldman: Cerebras is 15 to 20 times faster than GPUs at inference
“And right now we're the fastest at inference, not by a little bit, but by a lot. 1518, 20 X faster than GPUs.”
Andrew Feldman May 21, 2026 ▶ 1:37 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
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