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Andrew Feldman

πŸ‘€ Speaker
3230 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

So we knew that this new problem would present an opportunity for massive change.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

So we knew that this new problem would present an opportunity for massive change.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

So we saw that.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

So we saw that.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

We made two bets.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

We made two bets.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

The first was dedicated silicon would be the answer.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

The first was dedicated silicon would be the answer.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

The second was it couldn't look like a GPU.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

The second was it couldn't look like a GPU.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

And our view as computer architects is if you want to be 20 times better than somebody, your architecture can't look like them.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

And our view as computer architects is if you want to be 20 times better than somebody, your architecture can't look like them.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

It can't.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

It can't.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

They have enjoyed and eaten all the low-hanging fruit.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

They have enjoyed and eaten all the low-hanging fruit.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

So if you build a GPU, the odds that you're better than NVIDIA and RV are approximately zero.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

So if you build a GPU, the odds that you're better than NVIDIA and RV are approximately zero.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

That led us to a fundamentally different architecture.

All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

That led us to a fundamentally different architecture.