Cerebras Systems
also referred to as: cerebras
9 statements across 3 episodes · 6 bullish · 2 bearish · 3 people on the record · first statement Aug 27, 2025 by Apoorv Agrawal · said 26 times in 14 episodes since 2025 · across every show →
Mentions by year
brought up most by Molly O'Shea (14), Andrew Feldman (7), Michael Mignano (3), Rodrigo Liang (1), Jonathan Siddharth (1)
tap a year for its mentions
2026 20 mentions in 11 episodes 2 per episode
- Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- 3 more episodes that year, every mention in 2026 →
2025 6 mentions in 3 episodes 2 per episode
Everything said about Cerebras Systems, oldest first
Aug 27, 2025 bullish
Jul 13, 2026 negative
Feldman warns enterprises and nations against depending entirely on Nvidia
“You shouldn't be dependent on, on NVIDIA. You shouldn't be dependent on one model maker. I think that that rarely works out well, right? What you'd like to be as a nation or as a big company is you'd like to have choices. And I don't know if you need to own al…”
Jul 13, 2026 bullish
Jul 13, 2026 positive
Jul 13, 2026 positive
Jul 13, 2026 positive
Feldman: Cerebras chip is 58x larger but fits standard data center racks
“While we build this sort of super big chip, the chip that's like 58 times larger than any other chip, it goes in a server. It goes in a metal enclosure that's about the size of a fridge for a dorm room, a little fridge, and we put a couple of those in a standa…”
Jul 13, 2026 bullish
Jul 13, 2026 neutral
Feldman: Post-IPO inbounds surged to roughly 80 daily non-work requests
“If you get 80 emails a day of different people asking you for something. That's not work. That's just sort of this range of people who want something of one form or another to meet you, your time, for you to present, for you to donate to their cause, for you t…”