Atreides Management, every mention

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Verbatim, from the transcripts: the passages where Atreides Management comes up

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Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings Oct 6, 2025 · 1 mention

  • ▶ 1:51 Andrew Feldman I mean, they, they are the, uh, the premier, uh, public market investors, and when they choose to lead a round, uh, it, it brings the Wall Street a great deal of confidence, and so, uh, we were really happy to partner with them and with…

Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings Jun 19, 2024 · 1 mention

  • ▶ 4:26 Michael Eisenberg And then I think it's important to say, you know, our mutual friend Gavin Baker of Atreides has this line, which I completely agree with, agree with, that foundation models are the fastest depreciating asset in history.
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