Cerebras
Organization
Cerebras Systems is an artificial-intelligence computing company that develops wafer-scale processors and systems for training and running AI models.
8 episodes featuring Cerebras
Sourcery
All-In hot takes pit AI acceleration against energy and human limits
The episode captures a defining AI-era argument: scaling intelligence requires abundant power and infrastructure, while its consequences reach into work, politics, food, and the body.
Sep 27, 2026 · 47 min
TBPN
AI buildout collides with gambling, rates and real-world risk
The episode connects speculative behavior, infrastructure spending and technological optimism to the financial, regulatory and social risks shaping AI’s next phase.
Sep 25, 2026 · 2h 12m
TBPN
Microsoft tests whether enterprise reach can beat AI-agent rivals
The episode connects Microsoft’s agent strategy to a broader argument about AI spending, financial conditions, gambling culture, and concentrated wealth.
Sep 25, 2026 · 31 min
Wantrepreneur to Entrepreneur | Start and Grow Your Own Business
Enterprises need an AI control plane, not another model
As AI spreads through everyday business operations, organizations need a way to govern privacy, compliance, model choice, usage, and costs.
Sep 24, 2026 · 35 min
Bloomberg Tech
AI’s growth story meets its financing test
The episode connects surging AI revenue to the harder question of whether the infrastructure boom can generate durable returns without concentrating too much risk.
Aug 17, 2026 · 53 min
Bloomberg Tech
AI’s growth story collides with compute costs and bubble fears
The episode tests whether extraordinary AI revenue and investment can produce durable returns while reshaping labor, media, and technology markets.
Aug 14, 2026 · 54 min
Bloomberg Tech
AI infrastructure’s next winners face a harsher test
The episode maps where AI investment is moving beyond mega-cap companies while testing whether demand, margins, and diversification can support the next wave.
Aug 13, 2026 · 55 min
Bloomberg Tech
AI infrastructure demand survives chips, power and politics
The episode tests whether booming AI infrastructure spending reflects durable demand or the early signs of a costly oversupply.
Aug 12, 2026 · 53 min