EP:32: CBRS: AI’s New Leader? With the Pre-IPO Champ

Podcast: Pitch The PM · PitchThePM

Opublikowano: 2026-05-14

In this episode of Pitch The PM, Doug Garber speaks with Chris Murphy about his pre-IPO investment strategy and why $CBRS is his largest investment. Chris previously spent 17 years scaling a multi billion fund and is now focused on his pre-IPO PA (personal account) investment strategy. Chris has dug-in deep, hitting the road and reading heaps of expert call transcripts from Alpha Sense and Third Bridge. He believes inference speed will become one of the most valuable advantages in the race to AGI (artificial general intelligence). The conversation examines the advantages of Cerebras’ wafer-scale chip design, the gr...