PERSON DIRECTORY
Andrew Feldman
Andrew Feldman appears in 9 indexed conversations across 20VC, All-In, Moonshots. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
9 EPISODES4 SHOWS
Language
20VC Daily Deal: CoreWeave IPO, Scale at $25BN, Sequoia's 25x Wiz
Harry StebbingsJason LemkinBhavin ShahAndrew Feldman
AI is creating a golden age of software and extraordinary revenue growth, but thin wrappers, dilution, and uncertain recurring revenue are exposing the limits of the old scale-equals-durability model.Moveworks’ $2.85B sale shows the value of enterprise distribution and workflow integration, while CoreWeave’s IPO, a possible $2B put obligation, and constrained M&A make execution and liquidity the next catalysts.