Andrew Feldman

Mentioned in 2 episodes

"What we're seeing with the launch of GPT-5 o6 Soul, put out in limited availability last week, is that people are thinking of whole new applications. You've got frontier intelligence instantly and that opens up all sorts of new opportunities."

Mentioned in 3 episodes

"If you look at Cognition, if you look at Cursor, these are some of the best software engineers in the world building tools for themselves. And that's different from hardware."

Mentioned in 1 episode

"From Bloom Energy, you're seeing interesting fuel cell innovation. There's just this enormous innovation because there's necessity driving it."

Mentioned in 1 episode

"Benchmark was an extraordinary partner. I think if you do hardware, you're going to be in bed with your backers for a decade — pick good ones — and I'm proud we did."

Mentioned in 1 episode

"We have fabs run by TSMC and by Samsung. We should sit down with GlobalFoundries and TSMC and Samsung and have a 20-year period where we wave all local ordinances to allow them to build fabs."

Mentioned in 1 episode

"ASML makes the machines — the machine that does the photolithography. Right now, it's only ASML in the world. That's weird, isn't it? I mean there are very few things that this is a true monopoly not born of controlling supply. They have technology that others haven't been able to replicate."

Mentioned in 1 episode

"Remember the Stargate, like 7 trillion or whatever — now the initial Stargate is sadly small, and it was mindboggling. They were laughing. And so all of us got it wrong except Sam."

Mentioned in 1 episode

"In these data centers we use generators as backups and these are either diesel or LNG or one form of gas, and these come from GE Vernova or they come from Caterpillar."

Mentioned in 2 episodes

"In the first quarter of this century, they're the great company without any question. I think people look to CUDA, I don't think it's CUDA. It's this unbelievable grit and intensity that was born of a decade of not having success as a public company. To come out of that as the most valuable company a decade later — that sort of intensity and grit for a company of their size makes them one of the great companies in history."

Mentioned in 1 episode

"In these data centers we use generators as backups and these are either diesel or LNG or one form of gas, and these come from GE Vernova or they come from Caterpillar."

Mentioned in 1 episode

"What AWS and Azure offer is extremely useful for most enterprises. They offer credibility and legitimacy. They offer security. You can enter with Bedrock. You can use tools like Sage Maker."

Mentioned in 1 episode

"CoreWeave has been an extraordinarily innovative company. They've solved a series of financial challenges with really innovative financial engineering. They were the first to use debt very innovative way. They get enormous credit for that."

Mentioned in 1 episode

"If you'd like to enter in the AWS world, you can enter with Bedrock. You can use tools like Sage Maker."

Mentioned in 1 episode

"The chip industry requires you to go through TSMC. TSMC etches SRAM into your chip while they're making the logic. I would allow TSMC a 20-year period free from all local ordinances to build fabs in the US."

Mentioned in 1 episode

"The development is happening either with Claude Code or with Codex or maybe with Cursor anti-gravity don't know anyone who's using it."

Mentioned in 1 episode

"If you remember when Netflix started they delivered DVDs and envelopes. Right. And when the internet got fast, they became a movie studio. And they didn't get better at DVD delivery. They became something completely different"