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Andrew Feldman

Type: Corporate Executive Tracked appearances: 5
Validated speaker Cerebras IPO

x_url rejected because the resolved handle did not plausibly match Andrew Feldman.

X / Twitter
Analyzed appearances 5
Latest appearance 2026-06-23 17:18
Most seen on Yahoo Finance

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Economic vision

x_url rejected because the resolved handle did not plausibly match Andrew Feldman.

Reliability notes

  • Admin-validated speaker with linked X / Twitter profile.
  • Preview built from 5 analyzed appearances.
  • Latest tracked appearance: 2026-06-23 17:18.
  • Most often seen on Yahoo Finance.

Themes and assets

Cerebras IPO 2 AI compute demand 1 AI inference speed 1 AI search 1 AI semiconductors 1 Gemini models 1 Google I/O 2026 1 Nvidia 1

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Recent analyzed appearances from this speaker. Open any transcript preview to move between the speaker page and the underlying transcript.

Future Investing
Andrew Feldman
2026-06-23 17:18
Recent appearance

Cerebras Stock (CBRS) Earnings Call | Q1 2026

Q1 earningsAI inference speedOpenAI partnership

Preview:This is a first-quarter earnings call analysis for Cerebras Systems (CBRS), with the host first reading the 8-K/press release before the live call and then reacting to management’s remarks. The core message from management was that AI inference demand is strong, Cerebras claims a major speed advantage over GPUs, and Q1 revenue grew sharply, but the stock sold off on concerns about hardware growth, margin durability, and execution against large contracts like OpenAI and AWS.
Peter H. Diamandis
Andrew Feldman
2026-05-21 16:39
Recent appearance

Google I/O 2026, Karpathy Joins Anthropic, and Cerebras’ $95B IPO | EP #256

Google I/O 2026Gemini modelsAI search

Preview:This episode is a broad Moonshots-style recap centered on Google I/O 2026, with a second major segment on Cerebras’ record IPO and a shorter news item on Andrej Karpathy joining Anthropic. The speakers argue Google has reasserted itself in AI by leaning into its full stack—TPUs, search, Gemini, and consumer distribution—while also acknowledging the demos were often fast-follow or incremental rather than frontier-leading. The Cerebras interview frames wafer-scale inference as a major infrastructure bet that is finally being rewarded by the market.
Yahoo Finance
Andrew Feldman
2026-05-15 10:07
Recent appearance

Yahoo Finance Live: Dow, S&P 500, Nasdaq sink as yields jump amid inflation jitters

Cerebras IPOAI compute demandTreasury yields

Preview:Yahoo Finance’s Morning Brief and Market Catalysts framed the day’s weakness as a pause after a strong rally, with bond yields, inflation jitters, and a China meeting that produced little in the way of market-moving deliverables. The show also highlighted the blockbuster Cerebras IPO, continued AI capex enthusiasm, debate over whether that signals a top or an extended cycle, and a separate segment on Figma’s AI monetization traction.
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