Prediction evidence

In reply to · 4 Aug 2026, 15:54 UTC · context given to the AI

Increasing conviction that Cerebras is significantly misunderstood at current mindshare, valuation Simple thesis: Fast frontier AI > Slow frontier AI Go use them, then imagine if you could plug in frontier models at 750 tps into CC/codex/hermes, that's a 10x in ux. Seriously, my biggest problem as an ADHD addled X-addicted brainlet past his biologically enforced mental prime is context switching, Cerebras is so fast I dont even have time to pull the twitter slot machine. The variant perception to bet on here is Cerebras capability to serve frontier models going forward. So far, most of the discourse (insofar as there is discourse about this company) still seems focused on the idea that Cerebras cant serve frontier at all. While people at openai are posting about their internal usage of cerebras on frontier oai models. It seems unlikely that software based optimizations will close the gap for other frontier model service, because Cerebras chips also make use of them, perhaps to an even better degree with respect to speculative decoding, because in my rudimentary understanding, the small speculative model is much faster on cerebras chips than others so the overall process in turn is much faster. We've already seen several announcements about the potential superiority of wse3 for disaggregated inference as well, with amd/amazon making their moves to integrate with them. Nvidia is still nvidia so tough to say anyone can come in and take real share from them, and I'm still learning so I'm not putting all inlevels of conviction behind this. There's also bad price juju in terms of both vesting schedule and in terms of predictive nomenclature, but for now I choose to overlook these in favor of what seems to be an obvious, highly reflexive truth. As more people gain access to Sol on Cerebras, more posts about lightning fast coding agents circulate, more ppl will use, better fundamentals for the stock, more increased perfomance etc. Steadily going to add to this with clear price levels to cut as were close to ATLs anyways + we shouldnt get close to SA + Korean gamblers liquidation levels if the bull market is still on. If we do thats another cut signal. Just taking notes