Jordon Kashanchi

Cerebras CEO Andrew Feldman talks about why there are so few young semiconductor chip founders: “The silicon industry is not a place for 25yo CEOs, no matter how smart you are. The returns to having built parts before [10-15x] are enormous.” He says the “number of relationships you need” are extraordinary and can only come from experience and connections in the industry (fabs, IP, EDA toolmakers, cloud providers, backend engineers, logic engineers etc). Many software startups are different as young founders work in markets and build for consumers they are similar age to. Feldman is 54. He spent decades in tech hardware. Sold previous startup (SeaMicro) to AMD and spent few years there as GM before founding Cerebras in 2016 (four other Cerebras cofounders were also at SeaMicro and worked at AMD after acquisition).

this is a big deal, on the order of Kelsey Hightower’s “Kubernetes The Hard Way” and probably all ai engineers should go thru this once mostly i advocate “just in time learning”, but this is one scenario you want “just in case”

1/ today we're releasing muse spark, the first model from MSL. nine months ago we rebuilt our ai stack from scratch. new infrastructure, new architecture, new data pipelines. muse spark is the result of that work, and now it powers meta ai. 🧵