Jun. 26 at 6:10 PM
$CBRS
Up because new OpenAI model 5.6, Sol, Terra and Luna. Doesn't change the fundamentals. Open AI needs to be profitable to increase the bull case for Cerebras. And Andy needs to stop renting his own equipment at a loss and get Sam his Hardware pronto.
Also Ambassador program cerebras has started. Lets see how many years it takes to create an exo system for cerebras. Where will
$NVDA be by then? Cerebras can win, but they need to execute on the details beyond wafer engineering feats. Like getting hardware instead of renting.