Andrew Feldman
👤 Speaker
3230
total appearances
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
And an ability to believe your data in an exponential growth environment out a year or two or three is a superpower.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
And an ability to believe your data in an exponential growth environment out a year or two or three is a superpower.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
Yeah, they got H100s.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
Yeah, they got H100s.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
They didn't get the B200s.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
They didn't get the B200s.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
They didn't get the most current.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
They didn't get the most current.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
They are a generation and a half, maybe two generations behind.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
They are a generation and a half, maybe two generations behind.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
This was not a great deal.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
This was not a great deal.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
It was a good deal for Elon.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
It was a good deal for Elon.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
He had them sitting around.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
He had them sitting around.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
But they were forced to take action in a deal that I think was not the ideal deal they wanted.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
But they were forced to take action in a deal that I think was not the ideal deal they wanted.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
What's happening here is there is such extraordinary growth in demand that it is putting pressure on all parts of the supply chain.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
What's happening here is there is such extraordinary growth in demand that it is putting pressure on all parts of the supply chain.