Good Back Stanford HAI
The striking bit here is the four leadership changes at the frontier in 90 days — it matches what anyone tracking model leaderboards has seen, with OpenAI, Google and Anthropic swapping the crown almost monthly. Feldman, though, has a horse in this race: Cerebras sells wafer-scale inference speed, so 'it will only accelerate' doubles as his sales pitch, and you should read the line as much as marketing as analysis.… more
The open-model point is harder to dispute — the floor keeps rising as labs push out capable weights for free. Overall, less a revelation than a chip CEO's weather report confirming what the industry already feels.
Good to be back at @Stanford for the HAI Conference.
This time, I was on a panel about how fast AI is moving.
At @cerebras, we've been building chips for 10 years.
And the industry has never moved faster.
In the last 90 days, the lead at the frontier changed hands 4 times.
More than 10 interesting open models came out.
And we only expect i…
Source:
X — Andrew Feldman

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