Cerebras Systems CEO and co-founder Andrew Feldman believes we're nearing a future where everyone will have an AI appliance in their own home. He pointed to the advances in consumer AI agents, like Meta's Muse and Instinct, the startup now valued at $10 billion, as examples of how AI is finding its footing with everyday users. He predicts that we'll have personal AI assistants that run locally. "Just like your cell phone, they'll do some work on device and some work going back to the cloud," Feldman explained. "But I think they will get to know you very well, and you will have a security perimeter around them.
And they will certainly have access to credit cards and be able to buy things for you," he continued. "I think they will make a meaningful impact in making our lives better. " Of course, for an AI chipmaker, the vision of a home AI appliance, or at least widespread consumer adoption of agentic technology, is certainly appealing. But Feldman isn't just working on the hardware infrastructure; he's a personal AI user himself, saying that he now uses "a collection of agents" to sweep his calendar, pull up information about the people he's going to have a call with, and more.
While AI is already doing many of the things we used to do manually, Feldman is most excited about the new possibilities — things that weren't possible before. He's leaving it up to other founders to figure out what those might be, though. "One of the reasons I love being in infrastructure is because I don't need the consumer-facing idea … I like building the platforms that other people's ideas take flight on," he said. Get 50% off a second pass The Disrupt experience is meant to be shared. Get your pass and bring a colleague, partner, or peer at 50% off.
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