No Priors: Artificial Intelligence | Technology | Startups

Andrew Feldman, co-founder and CEO of Cerebras, discusses his company's journey from building wafer-scale AI chips in the mid-2010s to achieving a $63 billion market cap post-IPO. He covers the technical and market challenges of being ahead of demand, the pivotal OpenAI and AWS partnerships, and his views on how speed in AI inference will unlock entirely new business models rather than merely improving existing ones.

US Under Secretary of State Jacob Helberg discusses Pax Silica, a 14-nation economic security coalition aimed at securing the AI supply chain for the US and its allies. The strategy centers on leveraging private sector companies rather than government-operated supply chains, contrasting sharply with China's Belt and Road Initiative. A key initiative includes a forward-deployed industrial base in the Philippines spanning 4,000 acres.

Alex Taubman, CEO of Long Lake Management, discusses their $6.3 billion bid to acquire American Express Global Business Travel in what is described as the world's first AI take private. Long Lake's strategy involves acquiring service businesses and transforming them using their proprietary AI platform called Nexus, with a focus on employee productivity and revenue growth rather than cost-cutting. The company has completed around 30 acquisitions across sectors including HOA management, architecture, HR services, and specialty tax.