The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

May 26, 2026 · 01:01:38

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✨ AI Summary

Andrew Feldman states Cerebras is not in an infra bubble; Sam Altman forecasts capex spend.
Cerebras' $70BN IPO, the largest semiconductor IPO ever.
Critique of Anthropic's compute deal with Elon Musk and the nature of AI layoffs.

Guests on This Episode

researcher at Mayo Clinic · 4 podcast appearances

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