Cerebras is an 11 year old unprofitable company with a stock that is down 30% since the IPO, in the hottest market ever.
replyThey've pivoted many times over the years trying to make "wafer scale" work in a variety of use cases, and they still haven't gotten it right.
By the way, the CTO is dumping stock left and right and the stock is down nearly 5% today alone...
https://www.marketbeat.com/instant-alerts/insider-cerebras-s...
that's an automatic, prenegotiated sell off - calling that dumping is worse than calling the ceo a felon (at least one is technically true). are any of the big ai companies actually profitable? how has cerebras not gotten their chip right? they're the only company shipping wafer scale inference hardware, and they're shipping to the largest labs in the world. and it works - I use cerebras.ai the token rate is amazing
replySell offs don't have to happen, and $25m isn't some small amount of money.
reply> how has cerebras not gotten their chip right?
It doesn't scale, and won't ever be profitable. They pivoted to inference, which has the unfortunate (for them) side effect of also requiring a boat load of memory. This is why they just partnered with AMD to offload onto their chips.
> I use cerebras.ai the token rate is amazing
Ah, investor. Explains your responses.
Not supporting GPs argument, but one can appreciate the t/s on cerebras.ai without being an investor.
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