“And we're the fastest, not by a little bit, but by 20 x.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Andrew Feldman
AssertionSupported
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.”
Andrew FeldmanJul 13, 2026▶ 19:22Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
Opinion
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…”
Andrew FeldmanJul 13, 2026▶ 20:22Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
Disclosure
Feldman: Cerebras to provide OpenAI over $20B in hardware
“We'll be doing more than twenty billion dollars of hardware with, for them over the next several years.”
Andrew FeldmanJul 13, 2026▶ 3:17Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Feldman: Ending cancer deaths for next generation achievable in 25 years
“Look, I think that we have a chance for our children or the next generation, not only to not die from cancer, but to not know anybody who died from cancer. I think that is a real achievable goal in 25 years.”
Andrew FeldmanJul 13, 2026▶ 24:36Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
Disclosure
Feldman: OpenAI Partnership Informs Cerebras's Chip Designs for Frontier AI
“One of the advantages of our relationship with open AI is we get to see exactly where the frontier is going and we get a chance to roll that into our designs.”
Andrew FeldmanJul 13, 2026▶ 17:06Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
Insight
Feldman warns enterprises and nations against depending entirely on Nvidia
“You shouldn't be dependent on, on NVIDIA. You shouldn't be dependent on one model maker. I think that that rarely works out well, right? What you'd like to be as a nation or as a big company is you'd like to have choices. And I don't know if you need to own al…”
Andrew FeldmanJul 13, 2026▶ 23:25Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
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