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Andrew Feldman | Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs, Sonic AI
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Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In Podcast
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Jul 10, 2026
•
1:03:53
Interview
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
From
All-In Podcast
Jason Calacanis
(Venture Capitalist, All-In Podcast)
•
Robin Rombach
(Guest)
•
Andrew Feldman
(CEO & Founder, Cerebras)
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Executive Summary
The global buildout of AI-specific data centers is occurring at an unprecedented scale, driven by insatiable demand from major tech companies, with hardware providers like Cerebras reporting backlogs as large as $25 billion.
AI models are rapidly evolving beyond simple instruction-following to understand user intent and exhibit complex reasoning, effectively surpassing historical definitions of AGI and unlocking exponential gains in problem-solving.
Novel hardware architectures from companies like Cerebras are breaking from Moore's Law, promising performance improvements far exceeding traditional doubling every 18 months, which will further accelerate AI development.
Generative AI is causing massive disruption in creative industries, with multimodal models enabling drastic cost reductions in film production (e.g., a budget cut from $150M to $25M) and creating new opportunities for interactive, licensed content.
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