Cerebras Systems

also referred to as: cerebras

8 statements across 6 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Apr 26, 2025 by Russell D'Sa · said 81 times in 27 episodes since 2025 · across every show →

Mentions by year

brought up most by John Coogan (23), Russell D'Sa (8), Packy McCormick (2), Will Brown (1), Thomas Laffont (1), Jordi Hays (1), Gavin Baker (1), Brad Gerstner (1)

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2026 67 mentions in 21 episodes 3 per episode
2025 14 mentions in 6 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Cerebras Systems, oldest first

Apr 26, 2025
Disclosure
D'Sa: LiveKit partners with Cerebras and Groq for hardware inference
“Well, so we, like, I mean, we partner with, like, folks like Cerebris and Drock. And so we allow you to kind of plug in their models and plug in effectively their hardware accelerated inference. And so we're compatible with that world.”
Russell D'Sa Apr 26, 2025 ▶ 6:36 Why Hallucination Is Good For AI Voice Agents | Russell D'Sa on TBPN
Apr 26, 2025
Insight
D'Sa: Ultra-fast voice AI latency yields diminishing returns
“There's also kind of diminishing returns after a while. To give you an example, I once built this Cerebris demo. I used like a Lama seven B or eight B Lama eight B have to remember these numbers on the primary accounts, but Lama eight B hooked up to Cerebris. …”
Russell D'Sa Apr 26, 2025 ▶ 7:15 Why Hallucination Is Good For AI Voice Agents | Russell D'Sa on TBPN
Jan 23, 2026 neutral
Insight
Coogan: AI inference will be load-balanced across diverse chip architectures
“It does feel like we're going to enter a world where inference is load balanced across a variety of semiconductor stacks, and so, For really fast things, you might be going to a Grok or a Cerebris, or, you know, you might, for more basic stuff, you might be go…”
John Coogan Jan 23, 2026 ▶ 22:00 Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
Feb 3, 2026 bullish
Insight
Patel: Inference speed matters more than data center location for agents
“You have people thinking like, oh, latency matters in terms of where a data center is. It doesn't matter at all. What matters is, you know, as we've moved from, you know, chat applications, which were like, or search response immediately, chat applications, le…”
Dylan Patel Feb 3, 2026 ▶ 6:46 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Feb 18, 2026 neutral
Assertion Supported
McCormick: OpenAI signed a deal with Cerebras for fast inference
“OpenAI just did the Cerebrus deal, there's Claude Fast, and there's a whole bunch of different modes that will deliver faster inference”
Packy McCormick Feb 18, 2026 ▶ 6:03 The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
Apr 7, 2026 bullish
Prediction Not checkable as stated
Thomas Laffont predicts AI chipmaker Cerebras Systems will be a generational company
“That I think Will be kind of a generational kind of company.”
Thomas Laffont Apr 7, 2026 ▶ 35:24 FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
May 12, 2026 positive
Assertion Contradicted
Coogan: Benchmark Still Holds Over 20% Ownership in Cerebras
“Benchmark is gonna be absolutely cleaning up. They still own over 20% of Cerebrus, apparently.”
John Coogan May 12, 2026 ▶ 19:31 Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
May 12, 2026 bullish
Prediction Not checkable as stated
Coogan: Cursor, Anthropic, Meta, and Google Will Buy Cerebras Chips
“Every, every lab that has exploding demand, Cursor, Anthropic Meta, and Google, like, unless they have, like, a direct answer to this, I would see them being a buyer in the near term.”
John Coogan May 12, 2026 ▶ 18:07 Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
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