Andrew Feldman, CEO and co-founder of Cerebras Systems, believes we are on the verge of a future where everyone has an AI appliance in their home.
“Actually, I don’t think it’s that far away,” the chipmaker executive, speaking on stage at TechCrunch Disrupt 2026 on Tuesday, said in response to a question about what needs to happen for AI to become a consumer electronics product.
He cited advances in consumer AI agents like Meta’s Muse and startup Instinct, currently valued at $10 billion, as examples of how AI is becoming ingrained with everyday users.
What about home AI? He predicts the arrival of personal AI assistants that run locally.
“Just like with a cell phone, some work is done on the device and some work is sent back to the cloud,” Feldman explained. “But they’ll get to know you better, you’ll put up a security perimeter around them, and they’ll definitely be able to access your credit cards and buy things for you,” he continued. “I think they will have a meaningful impact on making our lives better.”
Of course, for AI chipmakers, the vision of consumer AI appliances, or at least widespread adoption of agent technology by consumers, is certainly appealing.
But Feldman isn’t just working on hardware infrastructure. He’s a personal AI user himself, and said he now uses “aggregates of agents” to look at calendars and pull information about people to call. While much of what we used to do manually is already done by AI, Feldman is most excited about new possibilities: things that weren’t possible before.
But it’s up to other founders to figure out what that is.
“One of the reasons I like working in infrastructure is because I don’t need consumer-facing ideas. I like building platforms that bring other people’s ideas to life,” he said.
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