Andrew Feldman
Co-Founder and CEO, Cerebras Systems · 4 appearances on the record.
computed by AI from the episodes · how this works → · full disclaimer →
founderexecutive@andrewdfeldman ↗cerebras.ai ↗Wikipedia ↗
Andrew Feldman leads Cerebras Systems, an AI hardware and cloud company known for creating the Wafer-Scale Engine for AI training and inference. Previously, he was the co-founder and CEO of SeaMicro, an energy-efficient microserver startup acquired by AMD in 2012 for $357 million.
28 supported 11 partly supported 5 contradicted 12 not yet assessed 19 not checkable as stated how the 75 claims stand · each chip opens the sources
19 predictions · 56 assertions · 27 opinions · 23 insights · 12 disclosures · every statement was checked. The predictions and assertions are the 75 claims: statements the public record can support or contradict. 44 are resolved, 12 are not yet assessed, and 19 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.
The record, in short
What the tape says about how Andrew argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.
Their most notable supported claim
Their most notable contradicted claim
Expressed certainty vs assessment result
weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet
Argument clarity: do they answer the question? how? →
redirected or did not address 9 of 65 assessed questions (14%). Watch them ▸
This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →
How they sound: speaking style how? →
237 words/min while actually speaking · 25.9 um and uh per 1k words · 36.5 false starts per 1k · 28.9% of pauses land inside a clause
Measured by listening to the audio itself: 28,167 words across 3 episodes of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →
How the interview went all their pushback → series average →
Across 3 rated episodes:
Everything Andrew Feldman said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →
The other half of the tape: Andrew Feldman's own voice is left out of every number here. Other people bring the name up 9 times in 4 episodes on 20VC. every mention, with the transcript →
Who brings them up most Harry Stebbings 4Eric Vishria 3Jason Lemkin 2
Every mention by year
2026 4 mentions in 2 episodes 2 per episode
2025 2 mentions in 1 episode
Appearances (4)
| Episode | Date | Speaking time |
|---|---|---|
| Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sel | May 26, 2026 | 47m |
| Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried Ab | Oct 6, 2025 | 58m |
| 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x | Apr 3, 2025 | 16m |
| Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's | Mar 24, 2025 | 51m |