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.

> $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

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