303
Anthropic confidentially files for initial public offering on US stock market (www.theguardian.com)
submitted 2 months ago by to c/technology@lemmy.world
77 comments fedilink hide all child comments
you are viewing a single comment's thread
view the rest of the comments
[–] 2 points 2 months ago (1 child)

Already happened with Cerebras and they landed at a stable 2x of the open. SpaceX is probably going to be next & set the real standard

  • permalink
  • fedilink
  • source
  • parent
  • hideshow 2 child comments
    •
  • [–] 3 points 2 months ago* (last edited 2 months ago) (1 child)

    Cerebras makes really interesting hardware though. The engineering, even just the packaging and cooling and power delivery, is utterly insane.

    I have a server teardown saved that was so cool, they took it down from YouTube (for revealing too much I think).

    I hope they survive the bubble so their stuff can be used for oldschool small-model ML, which is what their stuff is actually good at.

    …And no one else is like that, except maybe Huawei. All the other “AI” ASICs are junk, nothingburgers, vaporware, or straight up pyramid schemes.

  • permalink
  • fedilink
  • source
  • parent
  • hideshow 2 child comments
    •
  • [–] 2 points 2 months ago

    They're quite likely to survive, even in a worst case scenario. AI isn't going away and we still need hardware to run it. And in a worst case scenario they still have an inventory that keeps a certain value. For a pure AI company like OpenAI or Anthropic, in a worst case scenario their $100B could be worth 0 the next day. There's no inventory to sell out like they could in the housing crisis in 2008 or with internet infrastructure during dotcom.

    Those who sell shovels during a gold rush are generally safe. They might be overvalued during the bubble, but the shovels aren't going away. IMO from the little info I have on Cerebras it looks like they're even better positioned since their hardware is uniquely solving AI efficiency. During a market correction people start caring very much about efficiency and is almost entirely allergic to anything that smells of hype. If they need AI hardware they want the efficient ones.

  • permalink
  • fedilink
  • source
  • parent