Results for "semiconductor IPO"
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4 results
Episodes
Intelligent Report20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting
StandardSummaries only9am Hour: Taiwan Semi and AI Trade Pain, UnitedHealth Surges, SpaceX Falls Below IPO Price 7/16/26
Squawk on the Street· Jul 16, 2026
Carl Quintanilla and Jim Cramer explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for Unite…
aiinvesting- Intelligent Report
20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026
Karpathy joins Anthropic, SpaceX eyes history's largest IPO, Cerebras smashes its debut, and the crew debates whether SaaS is terminal or just waiting for one founder to pull off an AI comeback.
anthropicinvesting
