yea this isn't "and another example just off the top of my head" - this guy co-founded seamicro then cerebras both pretty badass companies, he was a vp of marketing not ceo when the sec sued not just him but the entire executive team. trudging up 20 year old nonsense to try and punch a guy who legit deserves his success is bullshit

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latchkey 3 hours ago | parent [-]

Cerebras is an 11 year old unprofitable company with a stock that is down 30% since the IPO, in the hottest market ever.

They'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...

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gfody 3 hours ago | parent [-]

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

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latchkey 3 hours ago | parent [-]

Sell offs don't have to happen, and $25m isn't some small amount of money.

> 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.

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gfody 2 hours ago | parent | next [-]

> $25m isn't some small amount of money

it kind of is, relatively - sean might just be having a galaxy blackhole supercluster installed at home for all we know

> It doesn't scale .. They pivoted to inference

they have more options than non-wafer-scale solutions, the chips are going 3d and meanwhile they benefit from the same interconnect progress as the wholly memory-bound alternatives

> Ah, investor. Explains your responses.

physician heal thyself like your not out here tryna manifest your short

	▲	latchkey 2 hours ago \| parent [-]
		> they have more options than non-wafer-scale solutions, the chips are going 3d and meanwhile they benefit from the same interconnect progress as the wholly memory-bound alternatives I hear that CS-420 will be amazing.

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malfist 2 hours ago | parent | prev [-]

Not supporting GPs argument, but one can appreciate the t/s on cerebras.ai without being an investor.

	▲	latchkey 2 hours ago \| parent [-]
		...if you can get access.