Early Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26

Early Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26

May 14, 2026 · 43 min

About this episode

Steve Vallasso discusses the IPO of Cerebras and the competitive landscape in the chip industry, along with insights on Nvidia's performance and challenges for the new Fed Chair.

Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, Nvidia at all-time highs as CEO Jensen Huang joins the President on his trip to China. And what are the challenges for Kevin Warsh as he takes over for Jerome Powell as Fed Chair? We look at those, on Money Movers.

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