Cerebras Systems
also referred to as: cerebras
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 13, 2024 by Sunny Madra · said 16 times in 10 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (8), Bill Gurley (6), Sunny Madra (1), Gavin Baker (1)
tap a year for its mentions
2026 2 mentions in 1 episode
2025 5 mentions in 3 episodes 2 per episode
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 9 mentions in 6 episodes 2 per episode
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Cerebras Systems, oldest first
Oct 13, 2024 bearish
Mar 21, 2025 bullish
Gerstner: Investment Banks Are Actively Gauging Buy-Side Interest for Upcoming Tech IPOs
“I'm on the buy side. So when Goldman or Morgan Stanley want to sell one of these things, our phone rings. And they want to check market conditions. They want to check what we're thinking, you know, and then eventually you know, the roadshow occurs, et cetera. …”