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Cerebras Systems

also referred to as: cerebras

21 statements across 6 episodes · 13 bullish · 2 bearish · 5 people on the record · first statement Jan 17, 2026 by Jason Calacanis · said 59 times in 16 episodes since 2024 · across every show →

Mentions by year

brought up most by Jason Calacanis (33), Gavin Baker (6), Chamath Palihapitiya (6), Brad Gerstner (5), Thomas Laffont (3), Andrew Feldman (2), Sarah Friar (1), David Sacks (1)

tap a year for its mentions
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002.57.5515202420252026episodesmentions per episode
2026 53 mentions in 12 episodes 4 per episode
2025 5 mentions in 3 episodes 2 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Cerebras Systems, oldest first

Jan 17, 2026 bullish
Prediction Held up
Calacanis: Cerebras expected to IPO in 2026 at $22B valuation
“Cerebras Is in talks to raise one billion at a twenty two billion dollar valuation, according to reports, and they're expected to IPO this year, potentially in the next couple of months.”
Jason Calacanis Jan 17, 2026 ▶ 31:37 Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
Jan 17, 2026 positive
Assertion Supported
Calacanis: OpenAI committed to 750MW compute deal with Cerebras
“OpenAI is buying compute capacity from Cerebras. That's C-E-R-E-B-R-A-S. They committed to purchase up to 750 megawatts over three years.”
Jason Calacanis Jan 17, 2026 ▶ 31:22 Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
Jan 23, 2026 neutral
Disclosure
Cerebras has begun researching space-based data centers
“We have.”
Andrew Feldman Jan 23, 2026 ▶ 58:21 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 negative
Disclosure
Feldman: Cerebras is navigating local regulations across 14 data center locations
“I think one of the things that kills a company like us is trying to grow extremely quickly. Is having to deal with different regulations in each of 14 localities we're trying to put data centers.”
Andrew Feldman Jan 23, 2026 ▶ 1:10:12 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Assertion Not checkable as stated
Feldman: Cerebras was among the first production AI systems using water cooling
“We were some of the first production AI systems to use water.”
Andrew Feldman Jan 23, 2026 ▶ 51:31 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 bullish
Disclosure
Feldman: Cerebras announced 750-megawatt deal with OpenAI
“What we announced was, 750 megawatts, is what was announced.”
Andrew Feldman Jan 23, 2026 ▶ 49:05 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026
Disclosure
Feldman: On-premise Cerebras systems cost $1M to $1.5M
“On premise, they're about a million, million and a half, depending on how you have it configured.”
Andrew Feldman Jan 23, 2026 ▶ 40:03 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026
Disclosure
Feldman: Cerebras spent $500M to make its first chip
“Well, the first one cost us half a billion to make.”
Andrew Feldman Jan 23, 2026 ▶ 39:48 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Disclosure
Feldman: Cognition uses Cerebras to power its AI coding engine
“So we have customers, ah, like Cognition, who use us to power their coding engine.”
Andrew Feldman Jan 23, 2026 ▶ 46:28 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 positive
Disclosure
Feldman: OpenAI is a Cerebras customer, but Anthropic is not
“And Claude is not a, Anthropic is not a customer, but we recently announced OpenAI.”
Andrew Feldman Jan 23, 2026 ▶ 46:52 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
May 22, 2026 bullish
Assertion Not checkable as stated
Gavin Baker: Older GPUs have a useful life of 10 to 15 years
“All GPUs use Grok or Cerebrus for decode, and then those older GPUs, they have a useful life for 10 or 15 years, and this means that you can finance GPUs.”
Gavin Baker May 22, 2026 ▶ 1:21:07 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
Jun 2, 2026
Disclosure
Friar: OpenAI uses Cerebras, pipeline AMD chips, and custom Broadcom silicon
“But we also now have chips in the pipeline from AMD. Cerebrus is already online. It's been an incredible low latency chip. Great for devs, for example, that want real time coding. And there's our own chip that we're working on with Broadcom.”
Sarah Friar Jun 2, 2026 ▶ 24:31 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 6, 2026 bullish
Prediction Held up
Gerstner: SpaceX will use an innovative lockup structure for its IPO
“With respect to the lockup, I think this is the most innovative, and I think SpaceX is going to have a very similar innovation.”
Brad Gerstner Jun 6, 2026 ▶ 27:16 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jun 6, 2026 positive
Assertion Partly supported
Gerstner: Cerebras priced IPO at $185 with $50B-$60B market cap
“They priced the IPO at one 85, which was up, the range was taken up two times, ok? The stock opened at 320 dollars a share, I think. Today it's at 230 bucks a share, 50, sixty billion dollars in market cap.”
Brad Gerstner Jun 6, 2026 ▶ 5:34 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jun 6, 2026 bearish
Opinion
Feldman: GPU builders have near-zero chance of outperforming NVIDIA
“So if you build a GPU, the odds that you're better than NVIDIA in our view are approximately zero.”
Andrew Feldman Jun 6, 2026 ▶ 23:11 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jun 6, 2026 bullish
Assertion Not checkable as stated
Feldman: Cerebras is 15 to 18 times faster than a GPU for OpenAI
“So when OpenAI uses us, we're 15 or 18 times faster than a GPU.”
Andrew Feldman Jun 6, 2026 ▶ 23:57 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jul 10, 2026
Assertion Supported
Feldman: Cerebras wafer-scale chip cost half a billion dollars to develop
“When one costs half a billion to make,”
Andrew Feldman Jul 10, 2026 ▶ 12:07 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 bullish
Prediction Not checkable as stated
Feldman: New data centers will consume more power than past 50 years
“What we're talking about now are data centers that are in the next several years going to use more power than the previous 50 years on earth took.”
Andrew Feldman Jul 10, 2026 ▶ 2:17 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 bullish
Disclosure
Cerebras CEO discloses $25 billion order backlog
“And so, you know, we have a twenty five billion dollar backlog.”
Andrew Feldman Jul 10, 2026 ▶ 3:50 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026
Disclosure
Feldman: Cerebras runs Qwen, Kimi, and custom models for GSK and G42
“We run today, we run GLM, we run Kimi, we run the Quen set of models, and we run OpenAI's models, the closed source ones, we run Models for, say, GlaxoSmithKline, which they wrote and developed. We run models for our partner in the UAE G-forty-two, and MBZ-UAI…”
Andrew Feldman Jul 10, 2026 ▶ 19:36 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
Jul 10, 2026 bullish
Prediction Open · timeframe Jan 2028
Feldman: Cerebras chip gains will exceed 2x over next 18 months
“And my view is in the next 18 months will be way over two X.”
Andrew Feldman Jul 10, 2026 ▶ 13:24 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
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