Descriptions:
This All-In Podcast panel, moderated by Jason Calacanis, brings together Cerebras Systems CEO Andrew Feldman, Planet Labs CEO Will Marshall, and Altimeter Capital founder Brad Gerstner to examine the 2026 IPO resurgence and the technology trends fueling it — specifically AI silicon and space-based data infrastructure.
Feldman, whose Cerebras IPO navigated CFIUS review under the Biden administration due to a UAE investor, offers an unusually candid account of what going public actually means operationally: more capital and new investor relations obligations, but no fundamental change to engineering velocity or customer relationships. He describes Cerebras’ wafer-scale chip design — a large-die architecture built on different principles than Nvidia or Groq — and frames the broader silicon landscape as moving toward domain-specific architectures as transistor-density scaling becomes time-bounded rather than geometry-bounded.
Will Marshall lays out Planet Labs’ thesis: applying large language models to continuous Earth observation data unlocks a $75–100 billion addressable market across agriculture, energy, permitting, and civil government applications. He also details the economics of space-based data centers: a study with Google estimated orbital data centers become cost-competitive with terrestrial ones when launch costs fall below $200–300 per kilogram — a threshold still roughly 3–5x above today’s ~$1,000 per kilogram, itself already a 10x improvement over the past decade. The conversation is a useful reference point for anyone tracking the convergence of AI infrastructure investment and the commercial space economy.
📺 Source: All-In Podcast · Published June 06, 2026
🏷️ Format: Interview
