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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 yeah, no problem.

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 yeah, no problem.

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

That seems reasonable.

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

That seems reasonable.

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

That's what's happened.

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

That's what's happened.

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's this extraordinary sort of change in thinking.

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's this extraordinary sort of change in thinking.

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

today what are we in five years time it's difficult to imagine and by the way that that is exactly where i think sam is the best in the world maybe elon is where everybody else's brain shuts down right when you're trying to think about 100 gigawatts or 500 gigawatts those guys they have sort of this ability to not be constrained by the way the world has always been

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

today what are we in five years time it's difficult to imagine and by the way that that is exactly where i think sam is the best in the world maybe elon is where everybody else's brain shuts down right when you're trying to think about 100 gigawatts or 500 gigawatts those guys they have sort of this ability to not be constrained by the way the world has always been

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 that is such an extraordinary power.

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 that is such an extraordinary power.

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 certainly think that people like Sam and Elon and others have said that's what they believe.

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 certainly think that people like Sam and Elon and others have said that's what they believe.

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

That at the end, we're in the business of turning electricity into intelligence.

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

That at the end, we're in the business of turning electricity into intelligence.

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

Therefore, the limiting factor is electricity.

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

Therefore, the limiting factor is electricity.

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 know if I agree with that, but that is certainly a very reasonable view from where we are.

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 know if I agree with that, but that is certainly a very reasonable view from where we are.