The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Liang: Groq and Cerebras can only run small models fast
“Or you look at services like Rock Cerebus that run fast, you can only run the small models, right?”
Feldman: Cerebras to provide OpenAI over $20B in hardware
“We'll be doing more than twenty billion dollars of hardware with, for them over the next several years.”
Feldman: Cerebras AI inference is 20x faster than competitors
“And we're the fastest, not by a little bit, but by 20 x.”
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…”
Feldman: OpenAI Partnership Informs Cerebras's Chip Designs for Frontier AI
“One of the advantages of our relationship with open AI is we get to see exactly where the frontier is going and we get a chance to roll that into our designs.”
Feldman: Cerebras IPO created about 1,000 employee millionaires
“At IPO, it was more. It was about a thousand.”
Agrawal: At least one of Klarna, Discord, Databricks, Cerebras, Anduril will IPO this year
“I think at least one of them will go public this year.”
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…”
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…”