Jun. 24 at 4:45 PM
$VERI $CBRS
Ryan said VDR revenue would begin ramping in Q2.
In this interview from this morning, Cerebras CEO Andrew Feldman says OpenAI is “ramping up in Q2,” consistent with what Ryan said would happen. Sure, Cerebra’s is more hardware than training data, but if you ramp hardware you do so to then train your models.
We know OpenAI is a Veritone customer since Ryan has name dropped them in the past.
If Veritone doesn’t exceed Q2 revenue estimates, it is 100% a Veritone problem, not an environment or timing issue. The timing is here.
https://youtu.be/YuFmKq-vOag?is=BzOhwCoppw1W7B_I