Create your account

Analyse episodes, create alerts, spot trends before they go mainstream

Already have an account? Sign in

Companies

Cerebras

Mentioned in 20 analyzed podcast episodes across 10 shows

Specialized AI chip startup known for wafer-scale processors designed specifically for fast LLM inference, enabling ultra-low latency and high token throughput. Gained significant prominence through a $10B partnership with OpenAI to provide inference compute infrastructure (2025-2028), positioning themselves as one of the few successful AI accelerator startups in a competitive market. Frequently discussed in podcasts for their role in addressing inference latency bottlenecks and their $1B funding round at a $22B valuation ahead of an anticipated 2026 IPO.

Episode Mentions

TBPN

TBPN · Apr 7, 2026

Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont

AI chip company; Cotu led Series C; generational opportunity in semiconductor space

Meta's Token Leaderboard and AI Spending IncentivesData Center Political Opposition and Rate Payer ProtectionHypersonic Aircraft Development and Iterative Hardware
View Analysis
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)

The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence) · Mar 26, 2026

The Race to Production-Grade Diffusion LLMs with Stefano Ermon - #764

AI inference chip company mentioned as partner for accelerating traditional models

Diffusion Language ModelsInference Time ScalingAI Model Serving Infrastructure
View Analysis
Uncanny Valley | WIRED

Uncanny Valley | WIRED · Mar 19, 2026

Nvidia’s “Super Bowl of AI”; Tesla Disappoints Fans; Meta’s VR Metaverse Is Over

Startup creating specialized AI chips to challenge Nvidia's market position

AI chip specialization and inference optimizationNvidia's trillion-dollar revenue projectionsTesla full self-driving transfer policy changes
View Analysis
TBPN

TBPN · Mar 18, 2026

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN

CEO criticizing Nvidia's GTC announcements claiming superior wafer-scale chip architecture performance

Nvidia China chip sales restartTSMC Taiwan geopolitical riskApple vibe coding app restrictions
View Analysis
TBPN

TBPN · Mar 18, 2026

H200s in China, Apple Blocks Vibe Coding, Peptide Debates | Andy Fang, Matt Jayson, Dr. Cameron Sepah, Chris Gadek, Chris Hladczuk, Georgios Konstantopoulos, Matt Huang

CEO Andrew Feldman criticized Nvidia's GTC announcements about inference chips

Nvidia H200 chip sales to ChinaApple App Store vibe coding restrictionsPerformance medicine and peptide optimization
View Analysis
Moonshots with Peter Diamandis

Moonshots with Peter Diamandis · Mar 17, 2026

Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238

Partnered with OpenAI to increase token processing speed from 50 to 1000 tokens per second

GPT-5.4 mathematical problem solving capabilitiesMeta acquisition of Moltbook AI agent networkFruit fly brain upload and whole brain emulation
View Analysis
Cheeky Pint

Cheeky Pint · Feb 26, 2026

Reiner Pope of MatX on accelerating AI with transformer-optimized chips

AI chip startup mentioned as competitor; focuses on latency via SRAM-based weights but suffers from poor throughput economics

Transformer-optimized chip architectureHBM vs SRAM memory trade-offs in AI inferenceSystolic array design and optimization
View Analysis
Latent Space: The AI Engineer Podcast

Latent Space: The AI Engineer Podcast · Feb 24, 2026

Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

AI chip company mentioned as one of the few successful AI accelerator startups

Claude Code AI programming assistantGlobal memory shortage (HBM/DRAM)Semiconductor supply chain constraints
View Analysis
TBPN

TBPN · Feb 18, 2026

Mapping Neo Labs, Unlocking LLM Growth, Evan Spiegel Live in the Ultradome | Blake Dodge, Freddie deBoer, Sohail Prasad, Travis Brashears

Highlighted for ultra-fast inference capabilities enabling instant LLM responses

Neolab market mapping and categorizationConsumer LLM user experience improvementsCalifornia wealth tax and billionaire exodus
View Analysis
AI & I

AI & I · Feb 18, 2026

OpenAI's Codex: This Model Is So Fast It Changes How You Code

Partnership mentioned for serving the new fast Codex model through their infrastructure

AI Code Generation and SynthesisAgent-Based Automation SystemsGUI vs TUI Design for AI Interfaces
View Analysis
Last Week in AI

Last Week in AI · Feb 16, 2026

#235 - Opus 4.6, GPT-5.3-codex, Seedance 2.0, GLM-5

Partnered with OpenAI for $10B deal; provides wafer-scale chips for Codex Spark achieving 1000+ tokens/second

Large Language Model Releases and BenchmarkingAI Agent Architecture and Multi-Agent SystemsReinforcement Learning for Model Improvement
View Analysis
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Feb 4, 2026

Infinite Code Context: AI Coding at Enterprise Scale w/ Blitzy CEO Brian Elliott & CTO Sid Pardeshi

Mentioned as example of fast token generation for AI model inference

Autonomous Code GenerationEnterprise AI ImplementationMulti-Agent Orchestration
View Analysis
TBPN

TBPN · Feb 3, 2026

Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel

OpenAI partnership for faster inference processing, addressing latency-sensitive workloads

AI Infrastructure ScalingEnterprise Software TransformationGeopolitical Technology Policy
View Analysis
Last Week in AI

Last Week in AI · Jan 21, 2026

#231 - Claude Cowork, Anthropic $10B, Deep Delta Learning

Signed $10B deal with OpenAI for inference compute delivery 2025-2028; AI-specific chip platform; raising $1B at $22B valuation

AI Agent Safety and SandboxingConstitutional AI and Jailbreak DefenseReinforcement Learning for Model Training
View Analysis
TBPN

TBPN · Jan 21, 2026

Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN

AI chip exports to ChinaAutonomous vehicle safety dataEnterprise AI implementation
View Analysis
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 17, 2026

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Specialized AI chip maker raising $1B at $22B valuation; building wafer-scale processors for inference; expected IPO in 2026

Iran regime change and anti-government protestsArctic geopolitics and Greenland acquisitionData center energy costs and grid infrastructure
View Analysis
The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 15, 2026

AI's Battle for Your Context

AI IPO preparationsPersonal context in AIMicrosoft-Anthropic partnership
View Analysis
The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 15, 2026

ChatGPT 5.5 Coming Soon?

Data center electricity costs and community impactAI infrastructure political implicationsUS-China AI chip trade restrictions
View Analysis
TBPN

TBPN · Jan 14, 2026

Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss

AI Data Center Power ConsumptionSuper Bowl Advertising StrategyHollywood Studio Acquisitions
View Analysis
TBPN

TBPN · Jan 12, 2026

DOJ vs. Fed Chair, Apple Repositions Vision Pro, Ben Thompson Joins | Tyler Cowen, Harley Finkelstein, Andrew Feldman, Nathan Nwachuku, Anastasios Angelopoulos

Federal Reserve IndependenceApple Vision Pro Content StrategyFast AI Inference Hardware
View Analysis