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 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
That that's an open question and and one that relates to your previous segment.
And
What we should do about that i if it is the case.
Look, I I think right now the market's been made by open AI with a fast follow uh by Anthropic.
And they have invested an enormous amount of of money, a mind boggling amount of money, and th they have they have made this market.
And I I think uh the followers, uh, both in from from China and others are are trying to capture this with a fast follow strategy.
And I I think it's it's unclear to me what what the the the right approach is.
I I think obviously we we want lower cost AI.
What we can control at Cerebrus is uh by building like we're doing with with AMD solutions that that deliver more tokens
per unit power that deliver more tokens per dollar.
They deliver those tokens faster so they're more productive.
So y y you can pay more, right?
The problem isn't that tokens are expensive.
The the problem is that that that it's hard to measure how much productivity you're getting from tokens.
And what we know is that when you make things faster, they drive up productivity.
And so these are the dimensions we we can work on, Ed, and we're we're we're diligently working on them every day.
Yeah, I I I think uh what we did is we put forward a plan in in the start of twenty six.
We shared it with investors as we went public, and we're ahead of plan.
You know, we delivered record revenues of one hundred and ninety one million, up ninety-two percent year over year.
And for our cloud business, you know, it was up a hundred and sixty-seven percent year over year.
Showing 81–100 of 226 · page 5 of 12
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