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Their hardware is incredible. Why aren’t more investors lining up for this in this environment?


This model is super quantized and the quality isn't great, but that's necessary because just like everyone else except for Nvidia and AMD

They shat the bed. They went for super crazy fast compute and not much memory, assuming that models would plateu at a fee billion parameters.

Last year 70b parameters was considered huge, and a good place to standardize around.

Today we have 1t parameter models and we know it still scales linearly with parameters.

So next year we might have 10T parameter LLMs and these guys will still be playing catch up.

All that matters for inference right now is how many HBM chips you can stack and that's it


Cerebras doesn't normally quantize the models. Do you have more information about this?



Contradictions do not exist. Whenever you think that you are facing a contradiction, check your premises. You will find that one of them is wrong.


Neither do perfectly efficient, perfectly rational markets.


A perfectly efficient market would be a bad premise, sure.


In this case the hardware is a nightmare to program.


Bingo


Or just bad marketing vs the Goliath (Nvidia)


Kurt Gödel would like a word




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