My learnings from Davos

 I just got back from Davos. For all its polish, the conversations were very real.  

A Message from Andrew Feldman, Founder and CEO Greetings friends and supporters. It's Andrew.   From now on, I'm going to send you the occasional email when I have something worth sharing.   I just got back from Davos. For all its polish, the conversations were very real.   In side rooms and late dinners, global leaders kept circling the same questions: What happens when AI demand grows faster than power, faster than infrastructure, faster than governments can plan for? What breaks first? And what do you do when the future is moving faster than your balance sheet, your org chart, or your intuition? I sat down for a long-form discussion with Jason Calacanis of the All In Podcast to talk candidly about what I'm seeing right now - from inference demand exploding by orders of magnitude, to why speed is becoming a huge competitive advantage in AI, to the uncomfortable truth about how much we’re all underestimating what’s coming next.   I think you’ll find it worth your time.   Watch the full conversation here. Talk soon, Andrew Cerebras Systems, 1237 E Arques Ave, Sunnyvale, CA 94085 Unsubscribe Manage preferences Cerebras Systems, 1237 E Arques Ave, Sunnyvale, CA 94085 Unsubscribe Manage preferences