New episode of Uncapped with the founder of Cerebras @andrewdfeldman and my partner @ericvishria. We talked about the company's winding road to success, the market around chips, the current state future of the AI supply chain, the role of investors and Eric's relationship with the company, and more. This was one of my favorites, hope you enjoy. Timestamps: (0:00) Intro (1:07) Why Andrew started Cerebras in 2016 (2:54) Eric on investing without experience in chips (4:10) Attacking Goliath (9:44) Near-death experiences and the valley of death (10:44) 18 months of "still can't make it" (12:16) Solving a 75-year-old compute problem (13:26) What comes after wafer scale (16:19) The chip supply chain explained (22:30) Why the US punted a strategic industry (25:51) How to be a good hardware board member (27:50) Hardware vs. software investing (29:05) The pivot from training to inference (27:00) Specialization vs. flexibility (35:22) Building effective teams for chips (39:14) External relationships and TSMC (42:20) The AI infrastructure buildout (44:12) The data center supply chain (53:14) Speed creates markets (54:10) Disaggregation with AMD and AWS (55:24) What actually makes Nvidia great (57:30) Near-death experiences (59:58) Andrew's childhood next to William Shockley