Cerebras podcast mentions

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Everyone said AI was going to kill the app store, but it turns out the exact opposite is currently happening. App launches are up sixty percent year over year and over. Over a hundred percent so far in April. So we're gonna t break down why and spoiler alert, it is because of AI. OpenAI is shutting down Sora next Sunday. Sunday, April 27th, and the head of Sora, the product chief, and the enterprise CTO all walked out the door on the exact same day. Something is happening inside of OpenAI, and I want to talk about it. But the next thing is that Cerebras, the AI chip company, just filed for an IPO, twenty three billion dollar valuation and a ten billion dollar deal with OpenAI and a new. agreement with AWS the CEO is openly saying they took the fastest inference business at OpenAI away from NVIDIA. This is quite a big claim. The next Next thing is that Stanford's new AI index just dropped and the performance gap between the best US and Chinese models has collapsed to a 2.7%. lead in favor of the United States. Also in this same report, AI agents jumped from 12% success on real computer tasks to 66% in one year. So we're gonna get into all of that and personally I'm seeing a lot there. The other store that I want to talk about is that Anthropic just passed open AI in revenue. Thirty billion three dollars in annualized versus twenty-five billion for open AI and they did it while…

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Everyone said AI was going to kill the app store, but it turns out the exact opposite is currently happening. App launches are up sixty percent year over year and over. Over a hundred percent so far in April. So we're gonna t break down why and spoiler alert, it is because of AI. OpenAI is shutting down Sora next Sunday. Sunday, April 27th, and the head of Sora, the product chief, and the enterprise CTO all walked out the door on the exact same day. Something is happening inside of OpenAI, and I want to talk about it. But the next thing is that Cerebras, the AI chip company, just filed for an IPO, twenty three billion dollar valuation and a ten billion dollar deal with OpenAI and a new. agreement with AWS the CEO is openly saying they took the fastest inference business at OpenAI away from NVIDIA. This is quite a big claim. The next Next thing is that Stanford's new AI index just dropped and the performance gap between the best US and Chinese models has collapsed to a 2.7%. lead in favor of the United States. Also in this same report, AI agents jumped from 12% success on real computer tasks to 66% in one year. So we're gonna get into all of that and personally I'm seeing a lot there. The other store that I want to talk about is that Anthropic just passed open AI in revenue. Thirty billion three dollars in annualized versus twenty-five billion for open AI and they did it while…

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Garanties contre leur propre licenciement face à l'automatisation. C'est le triomphe du cynisme, franchement. D'un côté, t'as des ingénieurs qui font des grèves éthiques, et de l'autre, tu regardes Ce qui se passe dans les tribunaux avec les grands patrons. Ah, tu penses au procès Elon Musk contre OpenEye? Mais oui, c'est un cirque juridique absolu. C'est vrai que le témoignage de Greg Brockman était lutte. lunaire. L'avocat de Musk l'a poussé dans ses retranchements sur ses liens financiers personnels avec Samaltman. On a appris qu'il a une participation de 30 milliards de dollars dans OpenAI et des investissements Croisés partout comme dans Cerebras ou Elion Energy, EMUSC, qui réclame 150 milliards d'hommages tout en jouant les chevaliers blancs. Est-ce que tout ça, ces procédés? Spectaculaire. C'est pas juste un écran de fumée. Tu vois, pendant qu'il s'échappe publiquement, le private equity est en train de prendre le contrôle silencieux de toute la gouvernance de l'IA. Je suis convaincue que c'est le cas. On se focalise sur les querelles d'ego de 3 milliardaires de la Silicon Valley, alors que la vraie révolution, elle est financière et logistique. C'est fascinant. Si on résume notre analyse aujourd'hui, L'IA, c'est fini d'être un joli projet de recherche. C'est devenu un produit ultra financiarisé. Complètement. C'est vendu par des firmes de capital investissement pour dé…

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Next story. Next we have AI chip startup grok. has secured one point five billion in that commitment to invest From Saudi Arabia. So Grok that's Grak with a Q, not Grak with a C. Okay is a leading competitor to NVIDIA as a hardware provider. provider they have their own kind of customized hardware solution also similar to Cerebras and they are have been added for a while. We covered them getting some funding like October ish of last year, they had A series D round with six hundred forty million. Well, yeah, now They have is one point five billion investment from Saudi Arabia, which is tracking tracking with a bunch of patterns of them being to raise Quite a lot of funds there currently or they have been valued at two point eight billion investor, as I think you've said last episode, like if you're talking about raising billions of dollars. Saudi Arabia is one of the organizations you might Yeah, sovereign wealth funds are are basically it, right? And and the oil producing nations, the UAE, Saudi Arabia, you know, they just have that money in droves. They're they're flush with cash.

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Startup Insider GameStop will eBay für 56 Milliarden Dollar übernehmen. Anthropic startet öffentliche Beta von Claude Security für Unternehmen. Cerebras peilt NASDAQ-Börsengang an. Google Gemini erstellt jetzt Dateien direkt im Chat. SAP übernimmt KI-Startup Prior Labs und investiert über Dateien. 1 Milliarde Euro. Deutsche Start-ups sammeln 1,7 Milliarden Euro in Q1 ein. KI-Jobs in Berlin, Mediang. Bei 95.000 Euro. Guten Morgen und herzlich willkommen bei Startup Insider Daily. Heute ist Dienstag, der 5. Mai. Schön, dass ihr wieder dabei seid. Wir starten gleich mit den News des Tages und danach sprechen wir über ein Thema, das in Deutschland bisher viel zu wenig Aufmerksamkeit bekommt. Überschuldung. Rund 5 5,6 Millionen Menschen in Deutschland gelten als überschuldet. Das sind 8% der Gesamtbevölkerung. Klassische Banken lassen sie damit häufig einfach im Stich.

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It is currently happening. App launches are up sixty percent year over year and Over a hundred percent so far in April. So we're gonna talk break down why and Spoiler alert, it is because of AI. Open AI is shutting down Sora next Saturday. Sunday, April twenty seventh, and the head of Sora, the product chief and the enterprise CTO all walked out the door on the exact same day. Something is happening inside of OpenAI and I want to talk about it. The next thing is that Cerebras, the AI chip company, just filed for an IPO. Agreement with AWS, the CEO is openly saying they took the fastest inference between the first time. business at OpenAI away from NVIDIA. This is quite a big claim. Next thing is that Stanford's new AI index just dropped and the performance gap between The best US and Chinese models has collapsed to a two point seven percent. Also in this same report, AI agents jumped From twelve percent success on real computer tasks to sixty six percent in one year. So we're gonna get into all of that and personally I'm seeing a lot there. The other story that I I want to talk about is that Anthropic just passed open AI in revenue: $30 billion. dollars in annualized versus twenty five billion for open AI and they did it while training their models.

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Oh, the Silicon Valley courtroom drama, it is wild. While the London workers are organizing, we have this incredible, bitter trial planned. Right, over the fundamental structure of the company. Yeah. Greg Brockman, the president of OpenAI, is currently on the stand being Grilled over his staggering thirty billion dollar equity stake. Which by the way, makes a standard tech four hundred one K look like a rounding error. Personal financial links to Sam Altman, scrutinizing joint investments in companies like Cerebras and Helian Energy, and Musk is seeking $150 billion in damages. Oh, and right next door to all this, Meta is actively burning $125 to $145 billion in what Wall Street is terrifiedly calling an AI capex first. A capital expenditure furnace. They're just shoveling billions of dollars into buying GPUs and building data centers, basically trying to outspend the competition until someone goes broke. It is insane. It is the ultimate display of cynical capitalistic warfare. The sums of money are almost incomprehensible to a normal human being. Wild for the listener to consider. You have engineers in London fighting an existential moral battle over global warfare and the future of human labor, while just a few tax brackets. up, the founders who hired them are fighting a $150 billion soap opera over who gets to keep the golden goose. But here is the ultimate twist, right?

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From Google's chat box made jeps for you two cerebral It's all breaking news last week in episode one eight. We're covering it all under the election. Trick current slow, use from the front line, take walls brewing So I wide time Google's cousin chat box a revelation three gun. Cerebras pushing hard, you beckon down some of the Episode one is one, two bombers down on his disguise of fun. Ayy evolved in bright as the sun The last one. I ever saw 181 Girl chatbots, it's all

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in this. And and so anyway, this is a a very significant development There's a whole other kind of aspect of this, which is the cerebrus partnership. So There is a follow up release of Codex Spark, which can pump out a thousand plus. tokens per second and this reflects this kind of collaboration between Cerebrus and OpenAI, where open AI is looking at a $10 billion partnership with Cerebras to essentially have opening eye diversify away. from NVIDIA, which just has owned their stack for so long to try to come up with some some alternatives here. And so that that's gonna be really important. That's them sort of dividing their workloads. pretty consciously use cases that require really low latency, but not necessarily the very best edge of capabilities, those are going to go over to Cerebrus because they have these really big wafers. low low memory latency and and all kinds of properties that we've talked about before, that's why they're using that. Whereas they'll stick with uh the NVIDIA stack for their highest capability models with maybe a little bit of a little bit of a little bit of a But anyway, it's a fascinating series. series of things all coming together. You can never talk about the capabilities of the software without talking about the hardware. So here we are. Right. And a couple more notes to all that.