What does it take to power the AI boom? Steve Vassallo, a roboticist turned General Partner at Foundation Capital, helped semiconductor company Cerebras figure it out. Steve and Oz discuss why AI workloads demanded an entirely new kind of chip, what “wafer scale” actually means, and how a decade of near-failures — including a system that literally caught fire — led to the largest semiconductor IPO to date and deals with OpenAI and AWS.
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