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Andrew Feldman

Co-Founder and CEO, Cerebras Systems · 3 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.

44statements → 25claims → 6claims resolved → 67%fully supported → 3.91/5average certainty → 2.18/5average debate potential → 3said about them ↓

4 supported 0 partly supported 2 contradicted 3 not yet assessed 16 not checkable as stated how the 25 claims stand · each chip opens the sources

9 predictions · 16 assertions · 2 opinions · 7 insights · 9 disclosures · 1 what if · every statement was checked. The predictions and assertions are the 25 claims: statements the public record can support or contradict. 6 are resolved, 3 are not yet assessed, and 16 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

Assertion Supported
Feldman: Cerebras Wafer Scale Engine is 56x larger than Nvidia B200
“And so this is, say, 56 times larger than a B 200. And it's a four trillion transistor part.”
Andrew Feldman Jan 23, 2026 ▶ 39:26 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

Their most notable contradicted claim

Assertion Contradicted
Feldman: Hydro is world's cheapest power source, followed by natural gas
“So the cheapest power in the world is, is Hydro. Without question. After that is natural gas.”
Andrew Feldman Jan 23, 2026 ▶ 50:23 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
none yet certainty 3
80% certainty 4
0% certainty 5

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

How they sound: speaking style how? →

254 words/min while actually speaking · 14.5 um and uh per 1k words

No argument clarity score for Andrew Feldman: only 1 usable question→answer exchange on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews.

Measured by listening to the audio itself: 10,081 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 →

Everything Andrew Feldman said on All-In that made the record, most notable first. Filter by type, assessment or year in the ledger →

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
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
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
Prediction Not checkable as stated
Feldman: AI gives humanity a shot at ending cancer deaths
“There's a shot that our children, none of them, nor their people they love will die of cancer.”
Andrew Feldman Jul 10, 2026 ▶ 38:49 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Opinion
Feldman: GPU builders have near-zero chance of outperforming NVIDIA
“So if you build a GPU, the odds that you're better than NVIDIA in our view are approximately zero.”
Andrew Feldman Jun 6, 2026 ▶ 23:11 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Assertion Not checkable as stated
Feldman: Cerebras is 15 to 18 times faster than a GPU for OpenAI
“So when OpenAI uses us, we're 15 or 18 times faster than a GPU.”
Andrew Feldman Jun 6, 2026 ▶ 23:57 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Insight
Feldman: Historically more money is made post-IPO than pre-IPO
“I think historically more money is made after IPO than before. I think every single study shows that there is more money to be made both in percentage and in, in what we care about, which is absolute.”
Andrew Feldman Jun 6, 2026 ▶ 27:39 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Prediction Open · timeframe Jan 2030
Feldman: Small modular reactors probably won't power data centers for 3-4 years
“I think it's both the obviously the right thing to do and probably not the source of data centers for the next three or four years.”
Andrew Feldman Jan 23, 2026 ▶ 57:09 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
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!
Assertion Not checkable as stated
Feldman: GPUs face a major inference bottleneck due to slow memory speed
“The GPU, for example, has a lot of capacity of memory, but it's really slow. All right, and that's a huge bottleneck in inference. It's why they can't be fast.”
Andrew Feldman Jan 23, 2026 ▶ 1:03:24 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Assertion Not checkable as stated
Feldman: China has pushed ahead in open-source AI models
“I think on the other side, I think they have pushed ahead in the open model category. The open source model is an area where they've pushed ahead.”
Andrew Feldman Jan 23, 2026 ▶ 1:06:06 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Assertion Not checkable as stated
Feldman: China leads US in expanding electrical grid capacity for AI
“I think because they're a top down economy, they were able to Make decisions like we're going to bring a huge amount of power onto our grid. We're going to modernize our grid. So they were able to bring on huge amounts of power, and that's something that we're…”
Andrew Feldman Jan 23, 2026 ▶ 1:06:15 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
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!
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
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
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
Assertion Supported
Feldman: Cerebras Wafer Scale Engine is 56x larger than Nvidia B200
“And so this is, say, 56 times larger than a B 200. And it's a four trillion transistor part.”
Andrew Feldman Jan 23, 2026 ▶ 39:26 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Assertion Not checkable as stated
Feldman: Sam Altman and Ilya Sutskever accurately predicted current AI in 2015
“We talked to them in 2015, and what they were saying is now. It was unbelievable how right they've been.”
Andrew Feldman Jan 23, 2026 ▶ 40:45 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Assertion Not checkable as stated
Feldman: Nuclear power is vastly more efficient over 20-30 years than alternatives
“Nuclear has, ah, over 20 or 30 years is vastly more efficient than any other power we know how to create.”
Andrew Feldman Jan 23, 2026 ▶ 57:25 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
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!
Prediction Open · timeframe Jul 2027
Feldman: Memory market will take 18 months to digest surge, keeping prices high
“And it will take us about 18 months to digest. The prices will stay high.”
Andrew Feldman Jan 23, 2026 ▶ 1:04:41 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Insight
Feldman: Recursive AI systems compound early leads into winner-take-all outcomes
“Systems that are recursive, right, that build on themselves at rapid rates, have a huge winner-take-all feel, right, right? By getting ahead, you get further ahead, your iteration speed accelerates, And even small differences at the beginning are magnified ver…”
Andrew Feldman Jan 23, 2026 ▶ 1:07:04 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Assertion Supported
Feldman: Huawei clobbered the U.S. in developing world telecommunications
“They clobbered us in Africa. They clobbered us in the developing world. They absolutely ran the table.”
Andrew Feldman Jan 23, 2026 ▶ 1:09:49 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Disclosure
Feldman: Cerebras is navigating local regulations across 14 data center locations
“I think one of the things that kills a company like us is trying to grow extremely quickly. Is having to deal with different regulations in each of 14 localities we're trying to put data centers.”
Andrew Feldman Jan 23, 2026 ▶ 1:10:12 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

Show 20statements(20 left)

The other half of the tape: Andrew Feldman's own voice is left out of every number here. Other people bring the name up 3 times in 1 episode on All-In. every mention, with the transcript →

Who brings them up most Chamath Palihapitiya 3

Every mention by year

tap a year for its mentions
0021312026episodesmentions
0112026episodes it came up in
001.50.5312026episodesmentions per episode
2026 3 mentions in 1 episode

Appearances (3)

EpisodeDateSpeaking time
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black For Jul 10, 2026 19m
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel Jun 6, 2026 9m
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! Jan 23, 2026 21m
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