AI产业挖掘🐔
@QihongF44102
经历多轮 AI 变革周期：学生时代研究 Computer Vision，职业早期深耕 Recommendation / Search Systems，如今专注 Agentic Systems。
加入 January 2024
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这带货水平也太低级了，cbrs总共在台积电才多少投片量啊
Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS.
At up to 750 tokens/sec, which is obscene performance.
American inference go brrr.
I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news yesterday.
Feels like validation of its tech. IMO a bit overvalued compared to profitable companies like $JBL at the same valuation.
But there’s likely premiums for OpenAI exposure, as long as they stay the leader.
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