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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

Oh, no, no, no.

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

Oh, no, no, no.

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

Look, right now we are digesting one of the largest deals in the history of Silicon Valley.

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

Look, right now we are digesting one of the largest deals in the history of Silicon Valley.

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

While we were on the road, some investors would ask, they say, oh, you're heavily concentrated.

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

While we were on the road, some investors would ask, they say, oh, you're heavily concentrated.

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 a big portion of your business with OpenAI.

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 a big portion of your business with OpenAI.

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 we say, I talked to you a year ago when I had a billion dollar deal with G42.

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 we say, I talked to you a year ago when I had a billion dollar deal with G42.

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 said, you're heavily concentrated.

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 said, you're heavily concentrated.

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 a billion dollar 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

You have a billion dollar 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

I said, I come back to you in a year with a 20 plus billion dollar 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

I said, I come back to you in a year with a 20 plus billion dollar 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

And you tell me the same thing.

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 tell me the same thing.

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 with a different customer as well.

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 with a different customer as well.