Andrew Feldman
Co-founder and CEO of Cerebras Systems, known for pioneering wafer-scale computing.
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- The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
“Could you imagine old tech leaders before Jensen doing that? No.”
Source→“Global Foundries cited as one of the few companies capable of operating advanced fabs.”
Source→“Samsung... building a major fab in Texas requiring an entire dedicated power plant just to produce concrete for the foundation.”
Source→“Packaging companies cited as part of the U.S. semiconductor supply chain that left the country due to policy failures.”
Source→“Bloom Energy... cited for innovative fuel cell technology being adopted for data center power backup.”
Source→“The guys at Boom want to use what they designed for jets to power data centers.”
Source→“Generators and electrical transmission switches are long lead time items right now. And those are hard to come by... those are the long poles usually.”
Source→“If you look at cognition, if you look at cursor, these are some of the best engineers, software engineers in the world, they're building tools for themselves.”
Source→“We're only interested in solving problems that other people can't solve.”
Source→“even really strong teams like Google's TPU team, the fourth one was good. The first two were... the fourth or fifth were really good parts. It takes years.”
Source→“What Sam's really good at and I think is so hard is he saw an exponential and wasn't afraid... Everybody else was afraid... I think we got it wrong. I think TSMC got it wrong. I think Nvidia got it wrong. Everybody, the memory guys got it wrong. We all got it wrong except Sam.”
Source→“I think most people are wrong about what makes NVIDIA great... I don't think it's CUDA... I don't think it's their chip architecture.”
Source→“1% of GDP was spent per year on highway and telecom... 2% for railroads... this AI build out is like 3.5% of GDP.”
Source→“the actual making of the fab is skills that only TSMC has. And even there, they can't do 12 at once.”
Source→“Right now it's only ASML. In the world? In the world... this is a true monopoly... They have technology that others haven't been able to replicate.”
Source→“you're basically at two to the fifth. So that puts you at 32x. And then you need at least a multiple advantage of that... you're basically at 100x.”
Source→“Data centers had historically moved at the speed of real estate... Two years ago, nobody cared about AI. The AI explosion's happened so quickly. We've outstripped the demand for compute, for memory.”
Source→“AI chipmaker Cerebras Systems closed its first day on the Nasdaq up 68% from its $185 IPO price, giving the chipmaker a market cap of roughly $67 billion — the largest U.S. tech IPO since Snowflake's 2020 debut. By the close, co-founders Andrew Feldman and Sean Lie were billionaires.”
Source→“Andrew could not only make the vision clear, he could explain each risk point one by one from first principles. For investors, investing in deep tech is not just investing in a grand vision — we need to know exactly what risk we are taking on.”
Source→“Share changed when the rise of graphics emerged and you got the dedicated GPU — that's how NVIDIA was born. Share changed when cell phone compute emerged and Intel and AMD... got zero share. And it all moved to ARM.”
Source→“Andrew is just one of these people, let's get back to work and build shit. — Brad Gerstner”
Source→“The hard part is moving data from memory to compute. This is the fundamental problem in AI. And we solved it with a way that very few others had even attempted, which was to build a very big chip and to put memory right next to compute.”
Source→“Recently IPO'd, priced at $185, opened at $320, currently ~$230/share with ~$50-60B market cap. Mentioned as the AI IPO of the year”
Source→“When OpenAI uses us, we're 15 or 18 times faster than a GPU. That means your answers are delivered more quickly.”
Source→“The next morning, you've sold no more stuff. Your engineering projects have made no progress since the day you weren't public. And you go back to work.”
Source→“We're the fastest at inference, not by a little bit, but by a lot. 15, 18, 20X faster than GPUs.”
Source→“I'm a professional David. This is my fifth startup. I compete against Goliath. That is what I do for a living.”
Source→“I spoke to Sam in sort of middle of the summer in 25. And he said for the first time, he said, we've been trying so hard just to keep up with demand. And we now see the importance of fast inference.”
Source→“Andrew Feldman, the CEO, you can just see how hard it was what he did and that whole team did to get where they are today.”
Source→“What Cerebrus has done is something hard and fundamentally different. Way for scale computing. It comes with a set of trade-offs, but that architectural decision they made was hard and lets them do something that no one else can do.”
Source→“Together with Gary Lauterbach, Michael James, Sean Lie, and Jean-Philippe Fricker, Feldman had built the server company SeaMicro in 2007 and sold it to AMD after five years for $334 million.”
Source→“Feldman and CTO Lie are set to enter the billionaires club.”
Source→“GP Peter Fenton had been business school classmates with Feldman at Stanford, and he forwarded his colleague Vishria the pitch for a new kind of chip architecture... Eric Vishria and Benchmark (stake valued at $5.5 billion based on Thursday's close).”
Source→“Cerebras raised $5.55 billion after opening at $185, the high end of its range, and reached $385 before closing at $311, for a market value of $95 billion.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.