Andrew Feldman
Co-Founder and CEO, Cerebras Systems. On 6 shows, 12 appearances. The Shows tab opens the full record on each.
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.
6shows
12appearances
268statements
75resolved
51supported
10contradicted
68%fully supported
21said about them ↓ Everything Andrew Feldman said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Nvidia Conceals Massive Chip Field Failure Rates to Keep Customers Waiting
“You don't talk about the field failure rate of your products, which are massive. Rather you sort of keep talking about the future in an effort to convince people to wait, to make a good decision rather than go with technology that's, that that's better and pre…”
Elon Musk and Tesla Failed at Building Wafer-Scale Chips for Dojo
“And after we did it Elon tried Dojo and they failed.”
Feldman: Nvidia Has Zero CUDA Software Lock-In for AI Inference
“In inference, it's not real at all. There's no CUDA lock-in in inference. None. Well, you can move from OpenAI on an NVIDIA GPU to Cerebrus to Fireworks Service on something else to Together to perplexity with 10 keystrokes. I mean, anybody who actually uses A…”
Feldman states the Trump administration is unwaveringly better for business
“Unwaveringly better for business. You know, there are things I agree with, there are things I disagree with in this administration, but unwaveringly better for business.”
Feldman: Nvidia CUDA lost 70% of frontier AI model training market share
“I think two years ago every state of the art model was trained in a Cuda flow. And right now, Gemini is trained without Cuda. Anthropical is trained without Cuda. Open AI as strange as could. So in a one or two year period, they lost 70% share. Of training mod…”
Feldman: AI is causing irreparable damage to the SaaS business model
“I think the business of dashboarding and the business, the AI doesn't the damages doing the SAS is, I think, unreparable. You could ask your AI, build me a tool like Salesforce. 30 seconds later, you have a working tool.”
Feldman: xAI leased GPUs to Anthropic because Grok lacked usage
“They had available capacity because the Grok model wasn't used very much. So they had these GPUs that were sitting around and that's a bad idea. And so they sold a whole block of them or released a whole block of them to Anthropic.”
Feldman: Nvidia uses investments to pressure clouds and builders against rival chips
“There are ways for NVIDIA to use their balance sheet to limit competition, right? That if they invest in, in a NeoCloud, right? The NeoCloud is less likely to use a non-NVIDIA chip. If they invest in a model builder there's pressure not to use other people's c…”
Feldman claims Nvidia funds neoclouds to create competitors for traditional hyperscalers
“I think it has been NVIDIA's strategy to try and create competitors for the traditional hyperscalers. They have funded and backstopped and over allocated to the neoclouds. They have created a dependence, which is probably not healthy.”
Feldman says Elon Musk sold outdated H100 hardware in suboptimal deals
“They got H 100. They didn't get the B 200. They didn't get the most current. They are a generation and a half, maybe two generations behind. So the, this was not a great deal. It was a good deal for Elon. He had them sitting around, but they were forced to tak…”
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…”
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…”
Feldman proposes granting TSMC and Samsung 20-year exemptions from local US ordinances
“I would allow TSMC and Samsung both to a 20 year period free from all local and legal, local ordinances, all of them, to build fabs in their desired location in the US.”
Feldman argues Europe's regulate-and-tax culture stifles tech entrepreneurship
“There has emerged in Europe a sort of be afraid of it, then regulate it, tax it, or sort of mentality that works against entrepreneurship.”
No Company Ever Went Bankrupt by Overpaying Extraordinary Talent
“No company ever went bankrupt by paying extraordinary people too much.”
Feldman: Cerebras chips are faster than Nvidia at both training and inference
“No, we're faster on both, but the software challenges In training are real.”
In AI Inference, Nobody Cares About Nvidia's CUDA or PyTorch
“In inference, the truth is, nobody cares about CUDA. Nobody even cares about PyTorch. All right. What they want is an API.”
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…”
The Silicon Industry Is Not a Place for 25-Year-Old CEOs
“The silicon industry is not a place for twenty-five-year-old CEOs, no matter how smart you are. The returns to having built parts before in what we do are enormous.”
Feldman: Cerebras is 20 times faster than Nvidia B200 GPUs
“Really focused on performance, both for training and for inference. You think 20 times faster than Nvidia B 200 GPUs and it's been an amazing run.”
Feldman: GPU off-chip memory architecture can be beaten in inference
“The fundamental architecture of the GPU with off-chip memory is not great for inference. Now, they will continue to do well in inference, but it can be beaten, and I think they know it.”
Feldman: Cerebras Is First to Yield Whole Wafers in Computing History
“And that had never been done in a computer before, and that's at the heart of our architecture. That allowed us to yield and deliver whole wafers. Nobody had ever been able to do that in the seventy-year history of our industry.”
Feldman: ChatGPT was a UI invention, not a technical innovation
“ChatGPT was not really a technical innovation. It was a user interface invention.”
The other half of the tape: Andrew Feldman's own voice is left out of every number here. Other people bring the name up 21 times in 14 episodes across the shows. every mention, with the transcript →
Who brings them up most Molly O'Shea 7Harry Stebbings 4Eric Vishria 3Chamath Palihapitiya 3Jason Lemkin 2Matt Turck 1Elad Gil 1
Every mention by year
tap a year for its mentions
20VC 9
Sourcery 7
All-In 3
No Priors 1
the MAD Podcast 1
2026 15 mentions in 11 episodes 1 per episode
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
- Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
- Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- 3 more episodes that year, every mention in 2026 →
2025 2 mentions in 1 episode
2024 3 mentions in 1 episode
2023 1 mention in 1 episode
One line per show, most statements first. The link opens Andrew's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | Co-Founder and CEO, Cerebras Systems | 4 | 137 | 64% 28/44 | full record on 20VC → |
| ALL-INLEDGER | Co-Founder and CEO, Cerebras Systems | 3 | 44 | 67% 4/6 | full record on All-In → |
| NO PRIORSLEDGER | Co-Founder and CEO, Cerebras Systems | 2 | 40 | 82% 9/11 | full record on No Priors → |
 LATENT SPACELEDGER | Co-Founder and CEO, Cerebras Systems | 1 | 17 | 80% 4/5 | full record on Latent Space → |
| MADLEDGER | Co-Founder and CEO, Cerebras Systems | 1 | 16 | 50% 2/4 | full record on the MAD Podcast → |
| SOURCERYLEDGER | Co-Founder and CEO, Cerebras Systems | 1 | 14 | 80% 4/5 | full record on Sourcery → |