Andrew Feldman
47 statements across 4 episodes · 18 bullish · 9 bearish · 1 people on the record · first statement Mar 24, 2025 by Andrew Feldman · said 9 times in 4 episodes since 2024 · across every show →
On the record as a speaker too: Andrew Feldman's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (4), Eric Vishria (3), Jason Lemkin (2)
tap a year for its mentions
2026 4 mentions in 2 episodes 2 per episode
2025 2 mentions in 1 episode
Everything said about Andrew Feldman, oldest first
Mar 24, 2025 bullish
Mar 24, 2025
Mar 24, 2025 positive
Feldman: Current US administration is better for AI than prior administration
“I think the past administration lined itself up against big tech. And that, that, that was a mistake. AI is also in a different place, so it's easier to be for it. Right? It's less scary now than it was in, I don't know, 21. Right? It, we sort of have a better…”
Mar 24, 2025
Mar 24, 2025
Feldman: Generating One Word on a 70B AI Model Moves 140GB of Data
“In generative inference, you have to move all the weights from memory to compute to generate a single word. And you have to move them again to generate the next word, and again. So if you have a seventy billion parameter model, not a giant model, and each weig…”
Mar 24, 2025 bullish
Mar 24, 2025
Mar 24, 2025
Mar 24, 2025 positive
Feldman: Former Bitcoin miners like TeraWulf and Crusoe lead AI data center buildouts
“I think the guys who were there early were some of the Bitcoin mining companies, like Tara Wolf, the guys at Crusoe, and others, ah, guys in Europe, ah, ah, They were early in building buildings near low cost power in order to run compute that used a lot of po…”
Mar 24, 2025
Feldman: Data movement, not computation, is the core bottleneck in AI chips
“The hard part with AI work is results and intermediate results have to be moved a lot. And therein is the most complicated part. They have to be moved to memory and from memory. And they have to be broken up and moved among GPUs.”
Mar 24, 2025 bullish
Mar 24, 2025
Mar 24, 2025 negative
Mar 24, 2025
Mar 24, 2025 bullish
Feldman: Western tech leaders fundamentally underestimate China's AI capabilities
“A hundred percent. I think, and it is one of the most obvious and frequent errors in judgment. Is that you underestimate the other side. I think, ah, you have to look carefully at what they're doing, and their investment in infrastructure has been extraordinar…”
Apr 3, 2025 negative
Apr 3, 2025
Apr 3, 2025
Feldman: Defense startups require leaders with deep existing domain experience
“It's not an accident that the people who've had success have done it before. And you don't have to be the founder who's done it before, but your co-founder could, or your head of sales needs to, or your COO needs to, you need to find people who have built a ca…”
Apr 3, 2025 positive
Apr 3, 2025 negative
Oct 6, 2025 positive
Feldman: Massive AI productivity gains require reorganizing workflows around AI
“If you use OpenAI in various of their competitors, the way you use Google, you'll see a very modest jump. In productivity. If you use them in a fundamentally different way, that was Sam's point, you'll see a huge jump. And if we use, if we reorganize ourselves…”
Oct 6, 2025 negative
Biden Administration AI Policy Was Misguided and Afraid Compared to Trump's
“I think it's confusing. And on net, it's probably more to help. The Biden administration was misguided and afraid. And I think the Trump administration, I think to his credit, they surrounded himself with some smart people and in the AI space. And I think they…”
Oct 6, 2025 bullish
Nvidia Is the 21st Century's Greatest Company; Valuation May Be Too Low
“I think they've proven themselves to be the greatest company of the first quarter of the 21st century, right? 21st century. They've proven themselves to be the extraordinary company in the first quarter of the century, and I don't know if four trillion's right…”
Oct 6, 2025
Feldman: Chip FLOP increases are wasted without proportional memory bandwidth
“If you make one part fast and the other part, you don't move, doesn't move as far forward. It becomes the new bottleneck. And your, it doesn't matter how, how many flops your chip has. If you can't get data onto and off of the chip, Those are wasted.”
Oct 6, 2025 negative
Feldman: Claims of a two-year AI chip depreciation cycle are wrong
“I think people are clearly still getting value from H-one hundreds, and that's more than two years, right? So you know If you say it's a two-year depreciation, you're empirically wrong, right? I mean, they are and I think people are still getting value from A-…”
Oct 6, 2025 negative
Feldman: Cerebras passed on a major China deal in 2019 before export controls
“We had a huge opportunity in, in 2019 to do a deal in China, and I decided to pass because I didn't think it was the right thing to do. Long before the Department of Commerce limited exports to China, I didn't think it was right.”
Oct 6, 2025 positive
Oct 6, 2025
Oct 6, 2025
Feldman: Chip depreciation is driven by generational performance jumps, not calendar time
“The question of depreciation is how much faster are future generations than the current generation? That's the actual question on depreciation. Because what you're, with depreciation, you're saying, at some point, it's no longer worth using a part that's fully…”
Oct 6, 2025 neutral
Oct 6, 2025
Oct 6, 2025 positive
Oct 6, 2025 neutral
Feldman: AI adoption will diffuse slowly rather than causing immediate labor disruption
“Economic dislocation. Isn't resolved in very short periods of time. That might be true in 15 years. But I think in the three to five year time frame I certainly don't believe that will be the case. I think AI will the adoption of AI or the diffusion of AI into…”
Oct 6, 2025
Oct 6, 2025 bullish
Feldman: Global economy will reorganize around AI within five years
“However is it possible that our economy looks very different? In five years. Is it possible that, ah, the things we value, ah, are very different? That we have reorganized around AI. We've seen a major bump in, in labor productivity. We have benefited dramatic…”
Oct 6, 2025 neutral
Feldman: Nuclear power is not unavoidable for powering AI infrastructure
“No, it's not unavoidable. It's a very reasonable decision for countries that don't have lots of alternatives. I mean, you know, Canada has more falling water than anywhere else on Earth, right? The opportunity for Canada to develop the cheapest power on Earth …”
May 26, 2026 negative
May 26, 2026 positive
May 26, 2026 neutral
Feldman notes AI data center power requirements rapidly escalated to multi-gigawatt scale
“And it used to be the case that 20 megawatts was a lot. And then a hundred megawatts was a lot. And then a gigawatt was a lot. And now we're running around looking for multi-gigawatt facilities. And that's, in any other time, 750 megawatts would have been a mi…”
May 26, 2026
Feldman asserts 90% to 95% of recent tech layoffs are AI-washed
“I think to date, most of the layoffs were AI washed. They were, because we did boneheaded hiring, During COVID. It is actually because a great deal of productivity gains has been, have occurred over the years that we're just now harvesting. The ability to gath…”
May 26, 2026 bullish
May 26, 2026 positive
May 26, 2026 positive
Feldman says Sam Altman and Elon Musk uniquely envision 500-gigawatt AI infrastructure
“And by the way, that, that is exactly where, 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 a hundred gigawatts or 500 gigawatts, those guys, they have sort of this ab…”
May 26, 2026 negative
Feldman asserts China will inevitably use advanced US chips for military applications
“If we sell leading edge technology to China, will their military use it? Everybody says yes. There is no debate on that point. Their military will use it. You ask a second question, which is, if you sell our leading edge technology, will they, will their gover…”
May 26, 2026 negative
May 26, 2026 bullish