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The Twenty Minute VC
Harry Stebbings
Summary
The Twenty Minute VC is hosted by Harry Stebbings covering AI Infrastructure, Semiconductors, Cerebras, and NVIDIA. Notable guests include Andrew Feldman (Founder and CEO, Cerebras).
1episodes
34total claims
12topics covered
1 episodes
Cerebras CEO on the Future of Data Centres, Token Costs & Memory
›May 26, 2026
The AI market is defined by a structural deficit, with infrastructure demand fundamentally outpacing supply, creating a multi-billion dollar backlog which is the opposite of a speculative bubble. C...
AI InfrastructureSemiconductorsCerebrasNVIDIA+11 more