Data last refreshed: February 16, 2026
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17 postsApparently frugality matters too π
Observation: When stocks are ripping upwards, investors talk about future TAM and potential market share. When stocks are crashing down, investors talk about company-specific financials and multi...
Politics in everything it seems.
"...as these model outputs get so complex, more people are pushing us on the SPEED we can deliver it at than the cost..."
So good
Speed!!!!
βI was holding all gameβ πππ
Beer helps those guys too :-) Funny story on Cerebras water-cooling - it was the plan, since the inception of the company. The initial design was a closed loop water cooler per system. The partn...
Agreed.
One under mentioned element of the billionaire tax - it is insanely invasive and unAmerican to have to provide the government an accounting of everything you own. Art, homes, cars, land ... Want...
In August 2024, I shared the (long) email below with a few public market investor friends. I was reminded of it while watching a Jensen video about Groq & SRAM architectures. Some interesting thi...
https://t.co/DijBNfkoiF
.@benchmark co-lead the initial round for Cerebras 10 years ago. Over the following 5 years, the team amazed, delivering the technological marvel of a wafer-scale chip, the system to heat and cool...
In tech, faster ultimately wins. And nothing is faster than Cerebras. Was only a matter of time... 10 years in this case π https://t.co/2qcyK88atA
Congrats to Meta and Manus! Incredible execution from @Red_Xiao_ @peakji @hidecloud, and the whole @ManusAI team. In 8ish months, they showed they world deep research magic, then insane agentic a...
Correct.
AI NFL refs canβt come soon enough. Insanity.
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