“Looking forward to interviewing @andrewdfeldman CEO and founder of @cerebras at the @TomorrowXSummit in Austin November 17-18. Scale-up networking and SRAM acceleration are the best solutions to the DRAM shortage from my perspective. Given that Nebius is monetizing at $20 to $25 https://t.co/ZUAzwy8A5d”
Baker warns questioner to review Cerebras patent filings before he asks their questions publicly
“@insane_analyst @andrewdfeldman @cerebras @TomorrowXSummit I would not recommend this course of action but I am happy to ask your questions. Just be sure you want me to ask and attribute to you *after* you have carefully reviewed their patent filings. Always looking out for you as appreciate your contributions both here and IRL.”
Baker says Cerebras sells racks not chips and questions claim about bad unit economics
“@insane_analyst @andrewdfeldman @cerebras @TomorrowXSummit They sell racks not chips and why do you say the unit economics are bad?”
“@insane_analyst @andrewdfeldman @cerebras @TomorrowXSummit I might also wonder if yield is an issue at all while we are wondering about things!”
Baker offers to discuss Cerebras yields and points to patent filings to settle the issue
“@masayoshisson @andrewdfeldman @cerebras @TomorrowXSummit Happy to discuss yields to put this silly issue to bed forever. In the meantime, I would point you to their patent filings in the public domain.”
Baker hypothesizes tomorrow's Ultrafast will be GPUs or Jalapeño with CS-4 or CS-5
“@dylan522p @maxkan And they also said this followed by “Cerebras FTW.” I would be surprised if their head of Codex was unaware of their roadmap. Reasonable to hypothesize tomorrow’s Ultrafast will be either GPUs or Jalapeño working with CS-4 or CS-5. We shall see! https://t.co/QM0vs809x7”
Baker speculates Ultrafast will use GPUs plus CS-4/5, notes Jalapeño not financeable at GPU rates
“@dylan522p @maxkan Maybe GPUs plus CS-4/5 for Ultrafast at scale. Jalapeño not financeable at comparable rates to GPUs and probably not that big of a wafer allocation next 2 years. Jalapeño still a really impressive achievement from OpenAI. I remember being sad when they hired Thomas away from https://t.co/a0jIXXahXN”