AiRev

Speculator

[AiRev @ParallelAiRev]

Scaling in

After last nights WCF game I’ve seen enough

@NYKNICKS in 4 🥱🏀⛹️‍♂️

[losing dog bookie @qarnes]

guys in brooklyn like ok yeah lemme just grab my tiny shirt and enormous pants

[Joe Tegtmeyer 🚀 🤠🛸😎 @JoeTegtmeyer]

Join me and @AaloAtomics Atomics CEO Matt Loszak at their Critical Test Reactor at Idaho National Lab — the first new reactor built there in 50 years!

Aalo is racing toward criticality by July 4, 2026, America’s 250th birthday.
This isn’t random. It directly answers President Trump’s Executive Order 14301, which launched the DOE Reactor Pilot Program and set the goal of at least three advanced test reactors reaching criticality by Independence Day.

Aalo’s sodium-cooled Aalo-X design (built for AI data centers) is proving that with bold policy and American ingenuity, we can move nuclear from paperwork to power at startup speed.

[Ansem 🐂🀄️ @blknoiz06]

If you’re in AI pivot to crypto

[Cerebras @cerebras]

We gave two agents the same task: “Find images matching this description.”

Both use Gemma 4 31B. One runs on Cerebras.
The other runs on GPUs.

You can see the difference.

Speed changes the product experience. What would you build if you didn't have to wait?

[Underdog @Underdog]

Senegal up 2-0 with less than 10 minutes remaining in regulation

[AiRev @ParallelAiRev]

@UnderdogNBA @ShamsCharania @stoolpresidente ☘️

[AiRev @ParallelAiRev]

@UnderdogNBA @ShamsCharania LMAO

[AiRev @ParallelAiRev]

@ErikVoorhees The incentives can be aligned today and still become misaligned tomorrow

The way these things are structured, equity has enforceable claims and token holders are relegated to vibes

Maybe Venice is the exception, but we’ve all seen this movie 1,000 times before

[AiRev @ParallelAiRev]

The $VVV debate might be the first thing CT has collectively agreed on in months

Equity/token splits are a relic of the past. They create misaligned incentives and unclear value accrual

You’re either a traditional company or a token company

There is no in between

[Tulip King 🌷 @tulipking]

i recommend not falling for this. token equity splits are fundamentally flawed. equity holders with a bunch of the tokens does not align incentives, we've seen this before, it's just an excuse to get liquid & sell

[Jon Charbonneau 🇺🇸 @jon_charb]

there is no defensible reason to continue with token/equity splits like this in 2026

[Mippo 🟪 @MikeIppolito_]

Tokens with equity do not work

[AiRev @ParallelAiRev]

@UnderdogNBA lol

[based16z @based16z]

Sports betting is a cancer to American society

[AiRev @ParallelAiRev]

@bubbleboi CEO is like 19

[Andrew Feldman @andrewdfeldman]

@cerebras is now running @GoogleDeepMind's Gemma 4 - the leading open-weight multimodal model - at 1,851 tokens per second in public preview.

This is 35x faster than a typical GPU endpoint.

Cerebras speed also translates into world class latency - Gemma 4 on Cerebras returns its first answer token inclusive of reasoning in 1.5 seconds, making Cerebras the only provider that lets Gemma 4 be used in real-time settings.

This is the power of wafer scale.

[alex @alexxxx]

quick someone grab a gun and shoot me

[Andrew Feldman @andrewdfeldman]

In hardware, pioneering innovation often leaves you without a supply chain.

There are no suppliers, no vendors at the ready, for radically different architectures.

We spent 3 years building a heat sink and cooling system.

Our wafer is about 58 times larger than the largest GPU.
There were no components in any catalogues ready for a wafer scale chip.
The heat sinks on the market were built to cool chips 1/58th our size drawing 1/50th the power.

We went to every major heat sink vendor.
The answers were always the same.

“You need a 46,000^m2 heat sink for 15KW of power for a chip?"
"We've got nothing for you."

So we built it ourselves.
It took 3 years. 2016 to 2019.

We went through dozens of iterations.

JP one of our co-founders and chief system architect insisted we go to water cooling.

I thought it was a bad idea.
At the time, we knew nothing about liquid cooling.

One of the hyperscalers told us categorically that they would never use water to cool.
JP convinced me.

We delivered one of the first production AI systems to use water cooling.
Google announced its TPUs would be water-cooled around the same time.

The nay-saying hyperscaler is now nearly 100% water cooled.
NVIDIAs leading GPUs are now, 7 years later, water cooled.

We became a world leader in liquid cooling - from knowing nothing about it.
And we are still the only people who can cool a chip our size.

We can run our wafer scale engine cooler than GPUs.
And they are therefore more reliable.
As heat is the enemy of electronics.

When you do radical innovation, there are no vendors waiting to sell you a part.
You have to inspire them to build something that's never existed, or do it yourself.

[Charlie Bilello @charliebilello]

Americans bet over $165 billion on sports last year, which is more than they spent on movies, books, concerts and sports tickets - combined.

[Patrick C Toulme @PatrickToulme]

Cerebras is going to 1T. Deep in the GPT 5.6 announcement is this gem. This offering will be a high priced fast mode offering for agentic coding. You will see customers like quant funds etc who have unlimited budget and the need for the fastest agentic coding in the world using GPT 5.6 on Cerebras. GPT 5.6 on Cerebras will enable coding projects to be completed in minutes due to this decode rate. The rate of progress in technology in the world is about to accelerate. $CBRS