What podcasts say about Andrew Feldman
Every statement, with the speaker, the exact quote and the moment it was said.
What Andrew Feldman has said on podcasts
26 statements · 19 positive · 5 negative · 1 mixed · 1 neutral
New data centers will consume more power than Earth used over the previous fifty years.
“the next several years going to use more power than the previous 50 years on Earth took”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 2:21
Cerebras currently has a $25 billion backlog.
“we have a $25 billion backlog”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 3:51
Demand for AI data-center capacity is already booked rather than speculative.
“The demand is booked”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 4:15
AI experimentation can coexist with enormous net value creation.
“it doesn't mean that the net value isn't enormous”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 5:15
Modern AI increasingly understands user intent rather than merely following exact prompts.
“increasingly, it's understanding what your intent was”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 7:33
- on Cerebras inference performancePositiveJul 10, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Cerebras inference performance will exceed twice its current trajectory within eighteen months.
“in the next 18 months, we'll be way over 2x”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 13:26
Current AI demand will use all available AI silicon.
“there is no silicon that will go unused”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 14:56
Companies should avoid complete dependence on external chip suppliers.
“you just can't be entirely dependent on other people's chips”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 16:06
Many routine enterprise tasks need reliable open-source AI rather than frontier models.
“what this needs is sort of rock solid open source capabilities”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 17:34
- on Domestic U.S. open-source AI modelsPositiveJul 10, 2026· All-In with Chamath, Jason, Sacks & Friedberg
The United States needs more domestically developed open-source AI models.
“in the US we need more domestic open source models”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 18:47
Governments may reasonably require staged deployment of sufficiently dangerous AI models.
“at a time that a model is sufficiently creative in its thinking that it poses a meaningful threat, for the government to say, we'd like you to roll it out in steps”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 21:40
Political polarization substantially harms clear thinking about AI policy.
“the polarization hurts a great deal. It hurts clear thinking”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 22:54
- on Artificial Intelligence GuardrailsNegativeJul 10, 2026· All-In with Chamath, Jason, Sacks & Friedberg
AI safety guardrails can increase latency and make systems feel slower.
“the very guardrails can add time and make it feel slower”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 24:38
A massive data breach will eventually occur.
“there'll be a massive breach”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 27:01
- on Artificial General IntelligencePositiveJul 10, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Existing historical definitions of AGI have already been surpassed.
“Any definition we would have previously put forward, we've blown past it”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 30:03
- on Recursive self-learning AI modelsPositiveJul 10, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Recursive AI improvement can produce exponential gains.
“powerful recursive gains are exponential”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 32:16
- on World model (artificial intelligence)PositiveJul 10, 2026· All-In with Chamath, Jason, Sacks & Friedberg
World models will provide behavioral insights by observing human behavior.
“I think that's some of the things the world models are going to bring us as they begin to watch human behavior”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 34:07
AI systems learn at a pace equivalent to thousands of biological generations.
“we're getting sort of learning so quickly over the equivalent of thousands of generations”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 36:37
AI could help eliminate cancer deaths among future children and their loved ones.
“There's a shot that our children, none of them, nor their people they love, will die of cancer”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 38:48
Personalized AI teaching agents could adapt instruction to each child’s learning style.
“Imagine if we built agents that taught children for their way of learning”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 39:35
AI will create substantial abundance.
“I think it will create abundance for sure”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 40:15
Going public adds cash but does not change a company’s core business operations.
“the core parts of your business, you have more money in the bank, but not a damn thing changes in the important parts of your business.”
Open the episode · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelListen at 4:09
Developing space-based computing clusters deserves investment and active engineering effort.
“I think this is an extraordinarily important and interesting problem, and one we should be spending money and attacking.”
Open the episode · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelListen at 18:37
Space-based computing will eventually occur, though on an uncertain timeline.
“I've got it at a slightly different time frame, but one that certainly will occur.”
Open the episode · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelListen at 18:43
Cerebras is 15–18 times faster than a GPU for OpenAI workloads.
“when OpenAI uses us, we're 15 or 18 times faster than a GPU.”
Open the episode · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelListen at 23:57
Historically, investors make more money after IPO than before it.
“historically more money is made after IPO than before.”
Open the episode · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelListen at 27:39
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.