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Andrew Feldman

11 statements across 2 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Sep 7, 2023 by Andrew Feldman · said 1 times in 1 episodes since 2023 · 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.

Mentions by year

brought up most by Elad Gil (1)

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2023 1 mention in 1 episode

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Everything said about Andrew Feldman, oldest first

Sep 7, 2023 bullish
Prediction Not checkable as stated
Feldman: Commercial AI will settle on 3B to 13B parameter models
“And so we're going to be down at three and at six billion and at thirteen billion, because that's, I can get pretty good, pretty darn good, and not break the bank with free inference.”
Andrew Feldman Sep 7, 2023 ▶ 27:28 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 bearish
Prediction Not checkable as stated
AI shift to single-shot learning would doom NVIDIA and Cerebras hardware
“If we go to a type of model that doesn't require very much data, if we go to single-shot learning, right, NVIDIA's totally out of luck, right? Us too, everybody.”
Andrew Feldman Sep 7, 2023 ▶ 21:38 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 negative
Assertion Supported
Running inference on an eight-GPU H100 system costs half a million dollars
“I mean, people using. Eight h, 100 to do inference on a big model. I mean, that's. Half a million dollars.”
Andrew Feldman Sep 7, 2023 ▶ 23:19 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 positive
Insight
Feldman: Chip architects must solve hard problems generally, not guess layers
“The trick in architecture is to solve hard problems in a general way, so you don't have to rely on product management to sort of guess what, what's the next cool layer type, right?”
Andrew Feldman Sep 7, 2023 ▶ 21:24 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023
Assertion Not checkable as stated
Feldman: Cerebras received eight term sheets from eight pitches
“Early, early in, we went out, we did eight pitches. We got eight term sheets.”
Andrew Feldman Sep 7, 2023 ▶ 3:16 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023 bullish
Prediction Not checkable as stated
Feldman: Chip market will use separate silicon for training and inference
“Now, whether you will have different silicon for training and for inference, I think you will.”
Andrew Feldman Sep 7, 2023 ▶ 21:06 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Sep 7, 2023
Disclosure
Feldman: Cerebras is training multiple 30B-to-175B parameter AI models
“We are training right now a whole collection in the 30 to one 75 category.”
Andrew Feldman Sep 7, 2023 ▶ 12:19 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
May 21, 2026 bullish
Prediction Open · timeframe May 2029
Feldman: Cerebras will sell tens of thousands of third-generation systems
“It was like, you know, the first gen we might have sold a dozen. The second gen we probably sold 300, and now we're still going to sell tens of thousands in the third gen.”
Andrew Feldman May 21, 2026 ▶ 8:51 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026
Assertion Not checkable as stated
Feldman: Cerebras burned $8M monthly for two years before chips worked
“We had a period between about 2017, middle of 2017 and middle of 2019 where we couldn't build it. We were spending about eight million a month.”
Andrew Feldman May 21, 2026 ▶ 7:35 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 neutral
Disclosure
Feldman: I refuse to build or sell consumer products
“I have a rule that if my mother buys it or uses it, I don't want to make it or sell it. Cause I really want super smart customers who are doing really interesting things with our stuff.”
Andrew Feldman May 21, 2026 ▶ 24:17 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026 bullish
Disclosure
Feldman: Cerebras spends $25k to $30k per engineer on AI tokens
“I would say that, that, you know, eight months ago, we weren't spending a thousand dollars in engineer on tokens, and we're probably at 25 or 30,000 right now, and it's ripping.”
Andrew Feldman May 21, 2026 ▶ 12:49 The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
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