About This Episode
<p>(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!</p> <p>(2:05) Both CEOs on going public: Impact on employees, customers, and business operations</p> <p>(13:18) Timelines for datacenters in space</p> <p>(19:28) Cerebras business breakdown, AI's impact on the silicon market</p> <p>(24:45) How Founder/CEOs think about liquidity on the road to going public</p> <p>Thanks to our partners for making this possible!</p> <p>EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next.</p> <p><a href="https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship"> https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship</a></p> <p>NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Brad Gerstner:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow Andrew Feldman:</p> <p><a href="https://x.com/andrewdfeldman">https://x.com/andrewdfeldman</a></p> <p>Follow Will Marshall:</p> <p><a href="https://x.com/Will4Planet">https://x.com/Will4Planet</a></p> <p>Apply for Summit 2026:</p> <p>https://allin.com/events</p> <p>Follow the besties:</p> <p>https://x.com/chamath</p> <p>https://x.com/Jason</p> <p>https://x.com/DavidSacks</p> <p>https://x.com/friedberg</p> <p>Follow on X:</p> <p>https://x.com/theallinpod</p> <p>Follow on Instagram:</p> <p>https://www.instagram.com/theallinpod</p> <p>Follow on TikTok:</p> <p>https://www.tiktok.com/@theallinpod</p> <p>Follow on LinkedIn:</p> <p>https://www.linkedin.com/company/allinpod</p> <p>Intro Music Credit:</p> <p>https://rb.gy/tppkzl</p> <p>https://x.com/yung_spielburg</p>