00:00korea's startup funding landscape just shifted and the lesson for founders is blunt one of the most
00:05talked about ai chip challengers has decided that the rules of the game are the problem not the
00:10solution inside korea's financial sector policymakers and lawmakers are openly asking
00:14whether capital is flowing to the right places at all it's friday october 30th let's look at what
00:19this means for startups and entrepreneurs in korea cerebras the ai chip company challenging
00:24nvidia was founded in 2015 and went public on nasdaq in may raising 6.4 billion dollars its ceo
00:32andrew feldman says the company succeeds by refusing to play the giant's game instead of linking many
00:37chips together cerebras builds one enormous chip from an entire wafer which cuts the data movement
00:43that slows down conventional design the chip is about 50 times larger than a gpu yet it can run
00:48in smaller data centers because it does not need the massive campus infrastructure that nvidia and
00:53here's what the numbers show hyperscaler investment in ai infrastructure is projected
00:57to climb from 710 billion dollars this year to 1.6 trillion dollars by 2030 a 125 percent increase
01:05domestic capital in korea however still leans heavily toward real estate small and medium-sized
01:10companies rely on collateral or guarantees for more than 80 percent of their bank loans meanwhile
01:15the national growth fund has expanded from 150 trillion one to 200 trillion one and now covers
01:21space and quantum technologies with 1560 trillion one of productive finance in total what does this
01:28mean for founders weighing where to build and how to raise money earlier we said the rules of the game
01:32are the problem here's what that actually means for you cerebras shows that a challenger does not need
01:37to outspend a giant it needs a design that makes the giant's advantages irrelevant for korean founders
01:42the same logic applies to financing the capital environment is opening up to technology bets
01:48and policymakers are signaling that founders with strong technology should be able to reach funding
01:53at every stage from research through commercialization the watch point is whether ai driven credit
01:57assessment starts to reward the potential of a company rather than its collateral that's today's
02:02ai prism founders this episode was produced with ai assistance based on sole economic daily
02:08reporting ai prism is a juan ifra award-winning series we'll be back tomorrow
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