20VC: AI Chip Wars: How Cerebras Plans to Top...

Thomas Sohmers is the co-founder and chairman of Positron AI, building chips to make running AI dramatically cheaper and more energy-efficient. The company recently announced an $875 million Series C at a $5 billion valuation, backed by investors including Gavin Baker's Atreides ...  Show more

AGENDA: 03:40 Dario Calls to "Pace the Frontier" 11:30 Why the Fed Will Raid Anthropic if Needed 21:50 Meta Launches Muse to Take On Instinct 28:30 Instinct Raising $1BN at $10BN—Would You Invest? 39:55 Miro Sells for $1.35BN After a $17.5BN Valuation 47:45 Could Sam Bankman-Frie ...  Show more

In this episode of Gradient Dissent, Andrew Feldman, CEO of Cerebras Systems, joins host Lukas Biewald to discuss the latest advancements in AI inference technology. They explore Cerebras Systems' groundbreaking new AI inference product, examining how their wafer-scale chips are ...  Show more

AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model mak ...  Show more

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ...  Show more

Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI ...