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The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

No Priors · 2026-05-21

Speaker 1 | 00:00 - 00:12
Netflix used to deliver DVDs and envelopes. And when the Internet got fast, they became a movie studio. Right? It opened up an entirely new business, something fundamentally different. That’s what happens with speed.

Speaker 1 | 00:12 - 00:30
And I think that’s what fast AI does. Right now, we’re replacing things that everybody can see, like coding, design, the SaaS tools. But once we start sort of fundamentally reorganizing around this, you’re gonna see this sort of new business models and fundamental jumps in productivity. I’m eager for that. That’s so cool.

Speak…

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🐦 X/Twitter 热点

Thariq (@trq212)

  • this is me cleaning up some leftover services for my old startup @OMMultiverse

we have a huge legacy codebase and a community that still uses it but I haven’t had any time to actually look into cost saving measures myself [29 ❤️]

  • every now and then I remember you can run the “please save me money” prompt and it will actually work [463 ❤️ 11 🔄]

Amjad Masad (@amasad)

  • “I built my first three apps using Cursor and thought that was fast, but trying Replit for Dial completely blew me away. I built the MVP over a single weekend, and it actually got approved by Apple on the very first try—which has never happened to me before.” [100 ❤️ 10 🔄]
  • 100% [22 ❤️ 2 🔄]
  • It’s going to be epic! [69 ❤️ 3 🔄]

Guillermo Rauch (@rauchg)

  • Processed 1400 replies
    ◾ OpenAI is catching up to Anthropic
    ◾ ‘Codex’ got more mentions than ‘Claude Code’
    ◾ However, by model mentions, A\ is mogging [211 ❤️ 8 🔄]
  • Show me the thing you’ve built with AI you’re most proud of. Reply with a working product URL and what model / agent you primarily used. [2195 ❤️ 102 🔄]
  • gm 🏃‍♂️ [385 ❤️ 1 🔄]

Aaron Levie (@levie)

  • This is a fantastic post about why jobs aren’t going away in the way some predict. We are constantly making the mistake of confusing task completion with AI with being able to eliminate the whole job.

Even as we can automate one or many tasks within a job, the definition of the job almost inevitably just expands to do vastly more of those tasks, do them at a higher quality, or move on to the type of task that hasn’t been automated yet.

And as a result of being able to do more of the tasks or at a higher quality level, the job becomes valuable in a new way. And in many cases for now an entirely new audience as well.

This will be true for coding, legal work, sales, or marketing. The small business or non-tech company that wants to now take on larger software projects finally can, and they’ll hire to do so. The small business that couldn’t afford a full marketing agency can hire or contract out to a marketer that can do as much as an agency did before now with agents. And so on.

Don’t fall into the trap of confusing tasks with jobs. [627 ❤️ 84 🔄]

Garry Tan (@garrytan)

  • My newest gbrain-evals just dropped - this is how gbrain does vs other options. is SOTA for reranking and embedding cost, speed, and retrieval success.

GBrain beats MemPalace by 1% on LongMemEval and beats Vector RAG by 38% [12 ❤️]

  • Thinking Machines is impressive. In a couple hours I just fine tuned my own Qwen3.5-397B model this afternoon.

Fast usable multimodal is also going to enable very mind-blowing personal AI. [996 ❤️ 56 🔄]

  • We should fight the people who want to stop startups from staying in San Francisco. We want more startups and more prosperity.

I’m fighting back through Garry’s List Action, I’m in for $50K, I need 9 more people to match me. Are you in? [121 ❤️ 6 🔄]

Nikunj Kothari (@nikunj)

  • Love spring [2 ❤️]
  • Wrote this almost a year ago, and finally starting to see more B2B companies wake up to this opportunity..

Don’t wait another year. Narratives and vibes are extremely important to stand out amongst the slop 🪄 [132 ❤️ 8 🔄]

Peter Steinberger (@steipete)

  • I always wanted a GitHub dashboard: See my repos, open Issues/PRs, what version I released last, how many commits since last release.

So I built one for everyone. [676 ❤️ 43 🔄]

  • codex… made a smiley? :) [275 ❤️ 5 🔄]
  • Tell codex to maintain a scratch-log while it works on bigger refactors with decisions it had to make, tradeoffs, review fixes, so later on you can read through which tradeoffs the agent made, what you forgot to specify etc. [158 ❤️ 4 🔄]

Aditya Agarwal (@adityaag)

  • Can you imagine that we lived in a world 6 months (Nov 2025) ago when we would mostly just chat with LLMs and would be so happy about AI??

It’s May 2026 and these LLMs now have produced more code than we have written over all time. [108 ❤️ 6 🔄]

由 Follow Builders 自动生成 · 2026-05-24