{"podcast":{"title":"Sourcery","slug":"sourcery-6853139","podcast_index_feed_id":6853139,"rss_url":"https://anchor.fm/s/f192713c/podcast/rss","website_url":"https://www.sourcery.vc","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/40429063/40429063-1777331323919-38ab3ebcb33f6.jpg","author":"Sourcery with Molly O'Shea","episode_count":178,"summary":"Interviews with the top Investors, CEOs, & Founders","last_synced_at":"2026-07-22T22:18:35.948107+00:00","page_url":"https://stenobird.com/podcast/sourcery-6853139"},"episode":{"title":"Andrew Feldman on Building a Chip 58x Larger Than Nvidia's","slug":"andrew-feldman-on-building-a-chip-58x-larger-than-nvidia-s","published_at":"2026-07-13T10:00:00+00:00","page_url":"https://stenobird.com/podcast/sourcery-6853139/andrew-feldman-on-building-a-chip-58x-larger-than-nvidia-s","show_page_url":"https://stenobird.com/podcast/sourcery-6853139","url":"https://podcasters.spotify.com/pod/show/sourcery/episodes/Andrew-Feldman-on-Building-a-Chip-58x-Larger-Than-Nvidias-e3m0r0q","audio_url":"https://anchor.fm/s/f192713c/podcast/play/122759642/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-13%2F427867241-44100-2-d4e7fc6c82754.mp3","summary":"Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris. Recorded 2 months after Cerebras went public at a $56B valuation and popped to roughly $95B on its first day, this conversation covers the $20B+ OpenAI deal, why inference is the new battleground, the state of the AI data center build-out, and Feldman's take on the circular deals reshaping the industry. We also get into what it means to create 1,000 millionaires, how co-design between hardware and software actually works, data centers in space, and why Feldman thinks AI could mean the next generation never knows anyone who dies of cancer. Cerebras (Nasdaq: CBRS) builds the WSE-3, a single wafer-scale chip with 4 trillion transistors and 900,000 cores, and the CS-3 system it powers. Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen. Chapters below. Sourcery covers the people building the future across AI, hardware, and the private and public markets, subscribe for more. Andre Feldman: https://x.com/andrewdfeldman Molly O’Shea: https://x.com/MollySOShea Sourcery: ⁠ https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊 YouTube: ⁠https://youtu.be/k9UX2fVGhsI⁠ 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • Brex —The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • MongoDB –Millions of developers and more than 65,200+ customers across industries, including ~75% of the Fortune 100, rely on MongoDB for their most important applications. With integrated capabilities for operational data, search, real-time analytics, & AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, & si…","meta_description":"Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris. Recorded 2 months after Cerebras went public at a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1979,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/sourcery-6853139/episodes/andrew-feldman-on-building-a-chip-58x-larger-than-nvidia-s/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/sourcery-6853139/andrew-feldman-on-building-a-chip-58x-larger-than-nvidia-s.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}