Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 02:18 Is There an AI Infrastructure Bubble? 07:35 Memory Shortages Will Last Years 09:35 2025: The Year AI Became Actually Useful 11:33 Will Frontier Models Commoditize Like Cloud Did? 16:34 Can Google Win by Owning the Full Stack From TPUs to Tokens? 32:53 Data Centers & Local Communities 33:10 AI Layoffs 38:15 The Real Blocker to Enterprise AI Adoption 44:04 Should the US Be Selling Chips to China? 47:00 Why Europe Can't Build Great Tech Companies 53:48 Timing the Cerebras IPO: Luck or Strategy? 57:10 Is the Trump Administration Better for Business? 58:53 Quick-Fire Round ---------------------------------------...