# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=6EOwSXE3Xws
- **Gondola URL:** https://gondola.cc/posts/65970204-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/4b38cb0294.jpg
- **Posted:** 2026-05-26T14:30:05.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

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.

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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

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Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466

Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

Follow Harry Stebbings on X:
https://twitter.com/HarryStebbings

Follow Andrew Feldman on X:
https://twitter.com/andrewdfeldman

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https://www.instagram.com/20vchq

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https://www.tiktok.com/@20vc_tok

Visit our Website:
https://www.20vc.com

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https://www.thetwentyminutevc.com/contact
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#20vc #harrystebbings #andrewfeldman #cerebras #ceo #founder #ai #nvidia #chips #china #ailayoffs #ipo

## Stats

- **Views:** 16,350
- **Likes:** 353
- **Shares:** 0
- **Comments:** 51

## Credits

| Name | Username | Profile | Role |
| --- | --- | --- | --- |
| 20VC with Harry Stebbings | @20vc | https://gondola.cc/20vc | Podcast |

## Tags

ceo, ipo, ai, founder, nvidia, andrewfeldman, 20vc, chips, china, cerebras, ailayoffs, harrystebbings

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