Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs

All-In Podcast

Summary

This discussion features Andrew Feldman of Cerebras and Robin Rombach of Black Forest Labs, exploring the unprecedented industrial build-out of AI infrastructure. The conversation covers the shift toward reasoning-based models, the critical role of open source in enterprise adoption, and the future of multimodal generative AI in cinema and robotics, emphasizing that we are entering an era of unlimited compute, reasoning, and creative potential.

Chapters

  1. 0:00Scaling Data Centers and AI
  2. 8:00The Evolution of Reasoning Models
  3. 19:00Chip Architecture and Competition
  4. 30:00Open Source and Regulation
  5. 40:00AI Guardrails and Red Teaming
  6. 50:00Future of Generative Models
  7. 1:00:00IP Ownership and Consumer Future

Topics covered

  • AI Infrastructure Scale
  • The Shift to Reasoning

+4 more topics (full content when you follow the channel)

Transcript excerpt

We are in the race for super intelligence and uh Andrew Feldman is back uh and obviously CEO and founder of uh Cerebras doing inference chips pioneered the space had a successful IPO. We've talked about this a couple of times. We got to see each other in January at Davos. IPO happens. Uh the boys and I got to sit with you recently. >> That was fun >> at liquidity. >> That was really that was really fun. >> Had a great discussion with the boys. I wanted to deep dive with you about a couple of topics. The first one is the buildout of AI. We've never seen a build out like this since, you know, the Great Wall of China, >> right? Who knows? >> The pyramids. I mean, it feels like the amount of capital, time, and intelligent people on the planet dedicating themselves to the buildout of something. Um I I can't think of anything in our lifetimes with per perhaps uh you know before our lifetimes t…