Poseidon

[Poseidon @BearStratton]

@BobKomin @AMD Market majorly under-appreciating this development…🤷🏻‍♂️

[Stephen Flynn @StephenFlynnSNP]

Yes. In the final.

[Josh Hart @joshhart]

Messi has ended the GOAT conversation.

[Dave Portnoy @stoolpresidente]

I need all the #bitcoin and #crypto people who say it’s going to a million and how it’s the future to tell me why all the people who have always said it’s a scam and going to zero are wrong. Cause it seems like it’s going to zero

[C3 @C_3C_3]

386 days after Elon’s decline and fall…

He’s the World’s first trillionaire.

The Media truly does suck.

[zerohedge @zerohedge]

Belfast Horror: African Migrant Tries To Saw Off Victim's Head In Street Attack https://t.co/spSqhDLiGj

[New York Post @nypost]

Somalian migrant arrested for allegedly trying to behead victim in middle of Northern Ireland street https://t.co/cW3PluohsN

[Poseidon @BearStratton]

@soumyasen Thanks for the liquidity!

[Poseidon @BearStratton]

@danarestia @TerenceFoy Kabiri. The maestro.

[Poseidon @BearStratton]

@TerenceFoy @Tewaaraton Yago is like 26 yrs old

[Jordie @jordiebarstool]

Gary is a Me Guy

[Bloomberg @business]

Cerebras expects to price its US initial public offering at $185 per share, according to people familiar with the matter, as the artificial intelligence chipmaker seizes on the surging demand for semiconductors https://t.co/10jDTas9UR

[SemiAnalysis @SemiAnalysis_]

Cerebras — Faster Tokens Please
OpenAI and AWS Partnerships,
Tokenomics Explainer,
Architecture Deep Dive,
Datacenter Ramp, Technical Roadmap

READ NOW: https://t.co/dqHaq4DdRa

[Poseidon @BearStratton]

Arm & Softbank tried to buy Cerebras Systems at the 11th hour, but Tae Kim @firstadopter doesn’t like the technology.

[Poseidon @BearStratton]

@firstadopter Bad take.

[Chris Murphy @ChrisMurphyHQ]

Cerebras Systems — a business primer.
109 pages. Free. No pitch, no price target.

The world's largest computer chip.

Token economics that don't look like GPUs.

An AWS deal that's still half-written. A customer story that cuts both ways.

Thread + link to full PDF below.

[MTS @MTSlive]

LIVE TRIAL UPDATE: Brockman testifies he and Ilya Sutskever calculated it would take 15 years of standard computing progress to build AGI, until they discovered Cerebras hardware could potentially get them there in 5 years.

Per Brockman's testimony, this is why OpenAI began exploring a merger with Cerebras.

[Poseidon @BearStratton]

@briefing_block_ You make some valid points about the private markets and price discovery but you clearly know nothing about Cerebras. Read the S-1. Now make some assumptions about the cadence of their deals with OpenAI, AWS, and the Canadian project with CoreWeave. Demand for inference is 📈.

[Poseidon @BearStratton]

@insane_analyst When is the Cerebras writeup dropping?

[Poseidon @BearStratton]

@Deerfield_Lax National ranking ⬆️