AI Crispy TalksThe signal in the AI noise

Good Back Stanford HAI

Andrew Feldman CEO, Cerebras observation calendar

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…

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