▶ 31:16 · $CBRS · Cerebras CEO says AMD partnership delivers world's fastest inference via disaggregated prompt-processing and token-generation

episode briefing

Open-Weight AI Debate Takes Center Stage

2026-07-24 · 6 company · 14 thematic

sentiment

4 bull1 bear1 neu

speakers

jennifer doudna

Biochemist and Nobel laureate, awarded the 2020 Nobel Prize in Chemistry for co-developing CRISPR gene editing.

andrew feldman

Leads Cerebras, a public company (CBRS) building wafer-scale AI inference chips; previously co-founded SeaMicro (acquired by AMD); describes $25B backlog and global data center buildout at unprecedented scale.

antoine chkaiban

Semiconductor analyst at New Street Research with a neutral rating and $115 price target on Intel; covers foundry dynamics and AI infrastructure.

sana

Bloomberg reporter covering space industry; broke story on SpaceX turning away Falcon 9 customers to prioritize Starship.

hema parmar

Covers hedge funds and asset management; reported on Viking Global's conservative stance and AI rally underperformance.

quote

“THE WAY TO THINK ABOUT IT, THE INFERENCE PROBLEM COMPRISES OF TWO PARTS. WE CALL THE FIRST PART PROCESSING PROMPT, AND WE CALL THE SECOND PART GENERATING THE ANSWER. THOSE TWO PARTS OF THE PROBLEM HAVE VERY DIFFERENT COMPUTATIONAL REQUIREM…”

—andrew feldman

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