Dave Blundin

I see Andrew Feldman has entered the room.

Andrew, a pleasure to have you here.

Of course.

By way of introduction, Andrew is the co-founder and CEO of Cerebrus, a pioneering wafer-scale computing dedicated to accelerating AI training and inference.

Cerberus just raised $5.5 billion.

I should say you just raised $5.5 billion, the biggest U.S.

IPO since Uber in 2019, up 68% and market cap of $95 billion.

Quite the coming out party, Andrew.

You had to work for it, too.

Amazing.

Generational wealth for everybody in your organization.

Extraordinary.

And we'll come to that story in just a moment.

A little bit more in AI news before we turn to Cerberus and chips.

A big story.

Andrew Caparthi joins Anthropic.

Andre is an extraordinary individual.

You know, he's work in he's joined the pre-training team.

uh at anthropic and he'll start a new initiative focused on using claude to accelerate claude's own pre-training research um you know his announcement he said the next few years at the frontier of lom will be especially formative and that's where he wants to be kaparthi was you know has a stellar resume in ai he was the co-founder of openai he left in 2017 to run full self-driving for elon at tesla he returned to openai in 2023 and 24 and then he founded eureka labs

Let's take a quick listen to Andre on a podcast called No Priors.