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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in May 2026 with 4.
Appearances
It turns out you get better at the game.
And that's been a weakness in the Chinese chip-making ecosystem.
Now, they're running hard and they know they're behind on that.
I think on the other side, I think they have pushed ahead in the open model category.
The open source model is an area where they've pushed ahead, I think.
Because they're a top-down economy, they were able to make decisions like we're gonna bring a huge amount of power onto our grid, we're gonna modernize our grid.
So they were able to bring on huge amounts of power, and that's something that we're behind on.
I think it's unpleasant to think of them as adversaries, and we gotta figure that out together.
I think the world is a better place where we're not adversaries, but right now we are.
And I think certainly in an industrial context,
Systems that are recursive, right, that build on themselves at rapid rates, have a huge winner-take-all feel, right?
By getting ahead, you get further ahead, your iteration speed accelerates, and even small differences at the beginning are magnified very quickly.
That's why this race is so important.
I think in a lot of fronts they're doing really well.
I think- Unpack it.
I think we had made a mistake in the previous administration keeping our chips from our allies.
Let's keep China separate for a second, but the UAE is clearly an ally.
It's an ally, right?
Moderate Arab nation, been a source of peace, made peace with Israel early on, huge Western influence, and we kept chips from them.
We like KSA, we like the kingdom of Saudi Arabia to move in the same direction, kept chips from them.
Showing 3361–3380 of 3,964 · page 169 of 199
← Previous
Next →