Andrew Feldman

speaker

3,964 appearances 10 recordings 6 series first heard Jan 2026 last heard 10 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 — 10 in all, peaking in May 2026 with 4.

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I think there's a lot of technical work to be done.

Yes, it's cold there, but you're also in a vacuum.

So the actual cooling isn't an easy problem.

It's a solvable problem.

I think the communication among satellites is a real issue.

And figuring out which technology you want to do to get the data back to Earth.

Right.

Remember when you got your cable TV, when you tried to get internet from those satellites, it was really glitchy.

They were these big delays.

Now, those were higher orbit satellites.

The ones he's thinking about are much lower orbit.

They'd have lower latency.

But there's some real work to be done.

I think it's in the eight to 10 year category, not in the three to five.

I think we are still really early in the demand for AI compute.

And I think if you think about what portion of enterprises have really adopted AI in a meaningful way that has changed their workflow, it's tiny.

I think even the most frequent users at the consumer level are going six, eight times a day.

What happens when they go to 100 times a day?

What happens when all their devices are going for them?

What happens when everybody in GNA, right?

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