Andrew Feldman

speaker

226 appearances 4 recordings 1 series first heard May 2026 last heard 24 Jul

Andrew Feldman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.

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Bloomberg Tech · Cerebras Goes Public in Year's Biggest IPO · 14 May 2026 podcast

to to large enterprises and medium-sized enterprises around the world.

I I think they are one of the preferred cloud providers for just about every enterprise on Earth.

And so an opportunity to have your solution embedded in their offering as part of their bedrock offering, that's a a huge win for us.

We were more than 25x oversubscribed.

There was uh a lot of hard decisions that that that needed to be made.

And nobody got what what they wanted.

And you know, we did our best.

It's about all you can do when when there's 25 times more demand for your stock at the institutional level and at the at the retail level than than there are shares to be sold.

So we're really proud of of the way we chose.

to do it, we thought we did it with integrity.

And I I I I think we are uh very comfortable with with the ending allocation.

Well I I think a couple things.

I I I think we have obviously opportunities at uh to improve our our cost structure.

You know, we did uh half a billion last year in in sales.

That means we put two hundred fifty million in the supply chain.

Obviously that's not an efficient spot.

As we grow, we we will have more leverage in the supply chain and our our our cost of goods will come down.

I I think we have

an opportunity to um to increase uh prices.

I I think the demand for for fast inference is overwhelming this minute and so I I think in the in the long run we'll be really proud of our of our gross margins and and and w where they will sort of wash out as we hit scale.

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