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Andrew Feldman

πŸ‘€ 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 you can store your data there.

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 you can store your data there.

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

You have your S3 instance.

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

You have your S3 instance.

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

I mean, you can have an entire offering.

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

I mean, you can have an entire offering.

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

I think that is really valuable to a segment of the market.

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

I think that is really valuable to a segment of the market.

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

I think there might be other segments of the market that are like, give me cheap compute.

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

I think there might be other segments of the market that are like, give me cheap compute.

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

I don't care about anything else.

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

I don't care about anything else.

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

In that case, your strength as a hyperscaler becomes your weakness.

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

In that case, your strength as a hyperscaler becomes your weakness.

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

You have the security.

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

You have the security.

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

You have the other layers of software.

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

You have the other layers of software.

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 you have some of the costs that are associated with that.

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 you have some of the costs that are associated with that.