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Andrew Feldman

6 bits across the podcasts they've appeared on

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 and you have some new constituents that you have to address and communicate with, but 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.

Andrew Feldman

The IPO Comeback: Why Tech Giants Are F…

A lot of people asked us about how we got the timing right. And I think the answer is by getting it wrong for a decade. I mean that's really the right way to get timing right.

Andrew Feldman

The IPO Comeback: Why Tech Giants Are F…

Our view as computer architects is if you want to be 20 times better than somebody, right, your architecture can't look like them. It can't. They have they have enjoyed and and eaten all the low hanging fruit. So if you build a GPU, the odds that you're better than NVIDIA in our view are approximately zero.

Andrew Feldman

The IPO Comeback: Why Tech Giants Are F…

How big is the market for slow search today? Right? It's zero. How big is the market for dial up? It's zero. How long do you wait for a website to resolve before you click away? Three seconds, five seconds? You will not wait for AI. We have to deliver it to you in a in real time.

Andrew Feldman

The IPO Comeback: Why Tech Giants Are F…

I think historically more money's made after IPO than before. I think every single study shows that there is more money to be made both in percentage and in what we care about, which is absolute.

Andrew Feldman

The IPO Comeback: Why Tech Giants Are F…

Technology

15x to 18x Faster than GPUs

The IPO Comeback: Why Tech Giants Are Finally Going Public … · Jun 6, 2026

By resolving critical memory bottlenecks, Cerebras achieves massive speed gains on production-grade machine learning models.