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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You are constantly thinking about, as a computer architect, the balance of these three dimensions, right?

And so you make a jump in the performance of calculation, you gotta think about storage.

All right, then you gotta think, I mean, it is a constant.

So usually your most senior architects, your CTO and your technical leads are thinking about that as the basis of a design.

It doesn't matter how fast a car can go if it can't turn.

It's not a good car, except maybe for drag racing.

And so the designers are constantly thinking about where should we use power in the design?

Can we make the memory faster?

Can we add memory?

What is the cost of adding memory versus making it faster?

The GPU, for example, has a lot of capacity of memory, but it's really slow.

All right, and that's a huge bottleneck in inference.

It's why they can't be fast.

It's why they just spent $20 billion buying Grok.

It's because they didn't have an answer for fast inference.

Fast inference needs fast access to memory and the GPU doesn't have it.

So these are things we're constantly thinking of.

I think everybody knew that the demand would increase.

And this is true among the major memory makers.

People get a little scared.

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