Discussion

• @finnstockinger Finn Stockinger on x

  $CRBS demand is 20x oversubscribed. Cerebras just upsized its IPO to a $4.8B valuation, hiking the price range to $150-$160. The hype is massive, but I'm staying on the sidelines for now. When expectations are this high, the margin for error is zero. I'll wait for the [image]

• @negligible_cap @negligible_cap on x

  *CEREBRAS SYSTEMS NOW SEEKS UP TO $4.8B IN IPO, SAW $3.5B $CBRS now seeking almost $5B, between $150 - $160 per share, versus previous expectations of $3.5B. Polymarket giving CBRS a 90% chance of closing above $50B market cap. [image]

• @firstadopter Tae Kim on x

  I wouldn't touch Cerebras with a 100 foot pole. Sure, it may go up on hype sentiment in the short term, but it's far too fundamentally risky (scaling and future execution)

• @kimmonismus @kimmonismus on x

  Cerebras inference chips aim for the biggest IPO globally so far this year Cerebras Systems is reportedly preparing to lift both the size and price of its IPO after investor demand for the AI chipmaker's shares surged, with orders said to exceed available stock by more than 20 [i…

• @danielnewmanuv Daniel Newman on x

  $CRBS will do well. Just praying not to have to read all the stupid Cerebras is going to replace $NVDA stories that will inevitably be written. 🙃😮‍💨

• @josephjacks_ @josephjacks_ on x

  Benchmark VII still owns > 20% of @cerebras who are > 20X oversold on their IPO. If it trades at even HALF of how Shanghai priced Moore Threads and Cambricon ... it will be > $500 billion in < 2 years. This means @ericvishria has a shot to deliver the 🥇 fund in VC history.

• @profitfry Pete on x

  Everyone so bullish but idk I have a feeling Jensen has a trick up his sleeve I wouldn't buy the IPO