Andrew Feldman

12 statements across 2 episodes · 7 bullish · 2 bearish · 1 people on the record · first statement Jan 23, 2026 by Andrew Feldman · said 3 times in 1 episodes since 2026 · 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.

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Everything said about Andrew Feldman, oldest first

Jan 23, 2026 bullish
Assertion Not checkable as stated
Feldman: Very few enterprises have meaningfully adopted AI workflows yet
“I think we are still really early in the demand for AI compute, and I think if you think about, you know, what portion of enterprises have really adopted AI in a meaningful way that has changed their workflow, it's tiny.”
Andrew Feldman Jan 23, 2026 ▶ 1:00:34 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026
Assertion Not checkable as stated
Feldman: Santa Clara houses six of the world's top ten chip teams
“Within a few square miles of Santa Clara you had Intel, you had AMD, you had NVIDIA, you have our team, you have ARM, you have one of ARM's great teams. You have maybe six. You have six of the world's great 10 chip teams.”
Andrew Feldman Jan 23, 2026 ▶ 1:05:29 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 neutral
Insight
Feldman: Middle management layoffs stem from SaaS efficiency, not AI
“What I think has happened is this is the delayed impact of good SaaS tools. That what's happened is your ability to extend your reach as a leader and as a manager to stay abreast of what's happening. Your scope is much, much bigger. And so the role of middle m…”
Andrew Feldman Jan 23, 2026 ▶ 1:16:03 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 negative
What-if
Feldman: Funding local infrastructure would have prevented data center pushback
“If instead you'd have gone in and said look, great. We, we're going to be good citizens. We're going to be big taxpayers here. Let's build more schools. We can build a school for you. It's a rounding error in the cost of this facility. We're going to make a bu…”
Andrew Feldman Jan 23, 2026 ▶ 54:05 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 neutral
Prediction Not checkable as stated
Feldman: Space-based data centers are 8 to 10 years away
“I think it's in the eight to 10 year category, not in the three to five.”
Andrew Feldman Jan 23, 2026 ▶ 1:00:03 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jul 10, 2026 bullish
Prediction Not checkable as stated
Feldman: New data centers will consume more power than past 50 years
“What we're talking about now are data centers that are in the next several years going to use more power than the previous 50 years on earth took.”
Andrew Feldman Jul 10, 2026 ▶ 2:17 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 negative
Prediction Not checkable as stated
Feldman: A massive data leak is inevitable in the AI era
“I think we can also know that there will be a massive data leak.”
Andrew Feldman Jul 10, 2026 ▶ 26:34 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 positive
Assertion Not checkable as stated
Feldman: AI has passed every historical definition of AGI
“I mean, if you think about, oh, there was a Turing test, blew it away. I mean, you think about that, that any period of time, sort of 1015, 20, 3040, 50 years ago, we, any definition we would have previously put forward. We've blown past it.”
Andrew Feldman Jul 10, 2026 ▶ 29:53 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 bullish
Disclosure
Cerebras CEO discloses $25 billion order backlog
“And so, you know, we have a twenty five billion dollar backlog.”
Andrew Feldman Jul 10, 2026 ▶ 3:50 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 positive
Opinion
Feldman: Government red teaming of powerful AI technologies is reasonable
“With a powerful new technology, it certainly doesn't seem unreasonable to say, hey guys let's at least do some red teaming at the government, so we know our defenses can block this.”
Andrew Feldman Jul 10, 2026 ▶ 22:09 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 bullish
Prediction Open · timeframe Jan 2028
Feldman: Cerebras chip gains will exceed 2x over next 18 months
“And my view is in the next 18 months will be way over two X.”
Andrew Feldman Jul 10, 2026 ▶ 13:24 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 bullish
Prediction Not checkable as stated
Feldman: Extreme AI demand means no silicon compute goes unused
“Look, I think there is so much demand right now that, that, There is no silicon that will go unused.”
Andrew Feldman Jul 10, 2026 ▶ 14:51 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
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