Guest on Latent Space.

⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
Oct 1, 2025 · 29:14
Andrew Feldman, CEO of Cerebras, joins Latent Space to discuss their $1.1B fundraise at an $8.1B valuation and their wafer-scale chip that delivers 20x faster inference than NVIDIA's B200 GPUs. He explains how their architecture uses SRAM instead of HBM, providing 2,625x more memory bandwidth by eliminating the narrow straw between compute and memory. Feldman details the decision to accelerate sparse linear algebra rather than specialized convolutions, enabling support for transformers and diffusion models unseen during design. He discusses the explosive growth in AI inference demand, the shift from closed-source to fast open-source models, and the importance of speed—citing Paul Graham's observation that ChatGPT's slowness drives users away. The conversation covers enterprise trends in the 10-30B parameter space, the complexity of building data centers that pull gigawatts of power, and the often-overlooked routing and caching systems that make AI work seamlessly.

Claude Plays Pokémon Hackathon: Escape from Mt. Moon!
Apr 5, 2025 · 1:15:00
David Hershey (creator of Claude Plays Pokémon), Andrew (a developer building a Pokémon-playing virtual streamer), and Jesse Han (Morph Labs CEO) detail how to build agents that escape Mt. Moon in Pokémon FireRed using Anthropic's Claude and Morph Cloud's Infinibranch technology. Hershey explains that Claude's vision is often unreliable—it spent 8 hours pressing A on a doormat thinking it was a dialogue box—and that spatial reasoning remains a core bottleneck, best mitigated by touchscreen controls rather than prompt engineering. Andrew reveals he relied on reading raw RAM and A* pathfinding rather than computer vision, calling it “cheating” but pragmatically useful: his biggest breakthrough was a single prompt line telling the agent to try something else if it fails to grab a starter Pokémon. Jesse introduces Morph's EVA agent framework, which uses low-overhead snapshotting for test-time search, and the hackathon's judging criteria—escape Mt. Moon in the fewest agent turns, with a $1,000 prize for the coolest use of Infinibranch branching. The episode serves as both a technical walkthrough and a challenge to build general-purpose agents that can handle complex, open-ended tasks…
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