Consumer agents are the next frontier of AI. But right now, they're slower than a person with an iPhone. Consumers are incredibly impatient. Google learned this years ago. Where they showed delays of a few milliseconds changed how often people searched and how long they stayed. If I ask you to wait 8 seconds for a website to load, you’re gone. Now look at today's AI assistants. Our team asked the leading ones to book a dinner reservation. A person can do it by hand in 37 seconds. The assistants took up to 7 minutes and 40 seconds. So we built a prototype assistant on @Cerebras, tuned for this task. It booked the same table in 22 seconds, faster than a person could. It checked every restaurant in parallel, rather than sequentially. We taught it how the booking site worked ahead of time, so it didn't have to guess. And every call to the model came back in a fraction of the time because it ran on the Cerebras Wafer-Scale Engine. This was just one task. There is a lot more work to do before agents can handle every errand this well. But it shows what's coming. The leverage these assistants can give is enormous. The real breakthrough will come when agents are faster than we are. Then consumers will hand them everything. Fast inference is a big part of getting there. That's the future we're building for at @cerebras.

You can be the CEO of the largest company in the world, worth $200B, and still fall for a sweet woman who gives you attention Showing affection even in public, despite being married Says so much about the simplicity of even the sharpest minds

JUST IN: Citrini Research advises clients to cover $NBIS short position and to go short $IREN instead. "One quick swap we are making is $IREN for $NBIS on the short leg of the neocloud pair mostly to derisk on earnings (IREN announced and popped harder than the sector today, NBIS earnings is next week). IREN is also more stretched in balance sheet, which matters since financing reflexivity is a huge part of this."

🚨BREAKING: NVIDIA CEO has been summoned before congress on Nov 18 to explain ties to alleged Chinese spy. U.S Government now suspects NVIDIA chief Jensen Huang had a romantic relationship with an alleged Chinese spy based on American Intelligence memo. U.S. intelligence officials believe China’s Ministry of State Security recruited Alice Huang to gather information on American AI chips and potentially influence Nvidia’s efforts to sell advanced processors to China. The Republican chairs of three House committees have now asked for a closed-door briefing on Huang’s contacts with Alice Huang, an executive at Megaspeed, a Singapore-based Nvidia customer. China has historically accounted for up to a fifth of Nvidia’s revenue, and Jensen Huang personally lobbied President Trump to allow sales of Nvidia’s H200 chips there. Washington fears those chips could accelerate China’s military modernization. Despite U.S. Commerce Department export restrictions, underground networks continue to funnel advanced Nvidia hardware into mainland China. Authorities have recently dismantled several high-profile smuggling operations, including a recent detention of an NVIDIA employee helping reroute $21 million worth of Nvidia's flagship chips to mainland China via shell companies. Nvidia maintains that the meetings were routine business and that no sensitive information was shared.

The blue wave has weighed on companies like ours. I get it. But let’s not confuse politics with long-term fundamentals. Finance is moving onchain and demand for AI is exploding. These are generational shifts that will play out across administrations and market cycles. We’ve spent years building Galaxy to win in both. That includes Texas, where we delivered Helios Phase I on schedule and 800 MW is already leased under long-term contract. We’ve worked with legislators and local communities there for years, and we’ll keep doing that with the new administration. We share the same goals: reliable power, protected water and strong communities. I see a massive disconnect between where $GLXY trades and what I believe this company is worth. That’s why I’m buying more stock, starting today. I’m betting on us, big time.

AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace. #ASTSpaceMobile# #Broadband# #ConnectingtheUnconnected# #BlueBirds# #Blacklift#