{"podcast":{"title":"Run the Numbers","slug":"run-the-numbers-6739797","podcast_index_feed_id":6739797,"rss_url":"https://anchor.fm/s/10e7a9a40/podcast/rss","website_url":"https://mostlymetrics.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/45278832/8c50db432ea6824a.jpg","author":"CJ Gustafson","episode_count":306,"summary":"Run the Numbers is a business podcast about financial metrics and business models for CFOs, aspiring CFOs, finance leaders, and ambitious people operating tech startups. Hosted by CJ Gustafson, CFO and writer of Mostly Metrics, the show shares lessons, frameworks, and operator insights from the trenches as a tech exec. Think of it as a playbook for the things CJ wishes he knew earlier in his career, covering SaaS metrics, annual budgeting, forecasting, headcount, equity, dilution, fundraising, and the decisions that drive performance and growth.","last_synced_at":"2026-07-23T20:18:41.062910+00:00","page_url":"https://stenobird.com/podcast/run-the-numbers-6739797"},"episode":{"title":"Cerebras IPO: S1 Breakdown - The Giant Chip, the OpenAI Deal, and the $24B Backlog","slug":"cerebras-ipo-s1-breakdown-the-giant-chip-the-openai-deal-and-the-24b-backlog","published_at":"2026-05-14T09:02:00+00:00","page_url":"https://stenobird.com/podcast/run-the-numbers-6739797/cerebras-ipo-s1-breakdown-the-giant-chip-the-openai-deal-and-the-24b-backlog","show_page_url":"https://stenobird.com/podcast/run-the-numbers-6739797","url":"https://podcasters.spotify.com/pod/show/cjgustafson222/episodes/Cerebras-IPO-S1-Breakdown---The-Giant-Chip--the-OpenAI-Deal--and-the-24B-Backlog-e3jb264","audio_url":"https://anchor.fm/s/10e7a9a40/podcast/play/119948932/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-13%2F424099696-44100-2-ce0fca8e2eadb.mp3","summary":"Cerebras is going public with the largest commercial chip ever built, $510M in 2025 revenue, and a $24.6B backlog mostly tied to OpenAI. CJ breaks down the company’s wafer-scale AI bet, why inference changed the story, the strange customer-investor-lender relationships behind the IPO, and the big question: is Cerebras the next NVIDIA-style infrastructure winner, or a concentrated hardware company with a very expensive cloud pivot? — SPONSORS: SpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cj Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics Aleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run RightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec…","meta_description":"Cerebras is going public with the largest commercial chip ever built, $510M in 2025 revenue, and a $24.6B backlog mostly tied to OpenAI. CJ breaks down th…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2800,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/run-the-numbers-6739797/episodes/cerebras-ipo-s1-breakdown-the-giant-chip-the-openai-deal-and-the-24b-backlog/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/run-the-numbers-6739797/cerebras-ipo-s1-breakdown-the-giant-chip-the-openai-deal-and-the-24b-backlog.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}