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AI inference

3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jul 13, 2026 by Andrew Feldman · across every show →

Everything said about AI inference, oldest first

Jul 13, 2026 bullish
Assertion Partly supported
Feldman: Cerebras AI inference is 20x faster than competitors
“And we're the fastest, not by a little bit, but by 20 x.”
Andrew Feldman Jul 13, 2026 ▶ 4:02 Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
Jul 17, 2026 bullish
Prediction Not checkable as stated
Liang: Demand will converge on the fastest, most accurate large models
“And so, as the cost of delivering fast goes down, you're going to see most people switch over to the fastest. And this is why I feel like, you know, the premium inference, which is large models, which equals the most accurate. The most accurate models and fast…”
Rodrigo Liang Jul 17, 2026 ▶ 20:13 Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
Jul 17, 2026 bullish
Prediction Open · timeframe Jul 2031
Liang: AI inference chip deployments will dwarf training by orders of magnitude
“Because at scale, the number of chips deployed for inferencing will be orders of magnitude greater than whatever you're doing for training.”
Rodrigo Liang Jul 17, 2026 ▶ 4:37 Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
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