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.

Appearances

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Bloomberg Tech · Open-Weight AI Debate Takes Center Stage · 24 Jul 2026 podcast

uh uh proprietary IO technology, but using standards based high speed

Ethernet technology, we can engage with with AMD, we can engage with AWS, we could engage with Google, we could engage with

Yeah.

A anybody who builds a a part that would integrate into an extraordinary solution.

Yeah, we right, so we we don't use HBM and that's one of the real advantages we have.

So uh we can generate tokens for uh for less because we're not dependent on this sort of uh supply chain constrained part.

Uh.

I I I I think it's unclear uh whether the uh Chinese model makers are actually developing for less or piggybacking on technology that other people

uh have invented.

Right.

I I I think that's a an open question, what I don't have the answer to, but I I know there's some very strongly held views that that they are um stealing, distilling

Um I I'm not sure, but I what I what I do know is I I don't understand their cost to build.

these models.

Right.

Interesting.

OpenAI is one of our larger customers.

We we do have a an understanding of the amount of compute they need to build and we have an understanding of the amount of compute

that other frontier US labs have.

We we don't really have an understanding of what the cost is.

So the question is really are are are they m making lower cost AI because they're borrowing other people's technology or or do they have some really interesting inventions that allow them to to make AI for for for less?

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