Cerebras - $CBRS

WashU CIO on SpaceX: "At one point, north of 20% of the portfolio is in SpaceX"

13 takeaways: why WashU dumped all 36 hedge funds, why it would hold 70–80% in privates without a payout, and why half of today's AI companies may not…

Nov 8 • Scuttlebutt

OpenAI CFO: the ads business hit $1B in 7 months, the fastest-growing ad platform ever

13 arguments: Why a quarter of OpenAI's engineers came off production work for cyber, what a credit check costs once a model does it, and why she says…

Sep 16 • Scuttlebutt

Cerebras CEO: 18 months at $8M a month and they still couldn't make the chip

18 takeaways: Why a chip startup has to aim at 100x rather than 50% better, how a fab that costs $40B turns out a $22 chip, and the one person he says…

Sep 16 • Scuttlebutt

Emilio Andere: AMD ran an open-source model as fast as Nvidia at half the cost

7 takeaways: The $40M round for a startup whose agents write GPU code, why he says fewer than 500 people on earth do it well, and his read on OpenAI's…

Sep 2 • Scuttlebutt

Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16z

Why he thinks compute stays short through 2028, the 30% cut Kimi's license takes out of open-weights revenue, and the case for moving a growing share of…

Sep 1 • Scuttlebutt

Nvidia Sees 70% Growth as AI Boom Accelerates: the full-year guide it never gives, Salesforce's 21% jump on Anthropic, and a reported $13…

A law professor calls Meta's landmark settlement a pittance, Bloomberg Intelligence says credit still trades Nvidia like a BBB, and the Microduck is…

Aug 29 • Scuttlebutt

Jason Calacanis: Nvidia's $12.9 billion Hugging Face deal is the story of the year, unmetered racks are the threat to OpenAI and Anthropic…

Plus the 100-company warning that AI-enabled cyberattacks are months away, a cargo rocket built by seven people, and why an AI-written op-ed under…

Aug 29 • Scuttlebutt

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