Agree. The OP is picking from dated and not exactly applicable data. I estimate you could be down to 20% of that by now if you were optimizing for costs. An issue that is real for you guys is software stack tractability; i.e. the ability of your team to bring on board models in a timely manner. Maybe because all models are optimized for GPUs, but it's something that I would get on top of if its fixable. Obviously, you must be taking into account these issues and competitive performance in future iterations of your chips also.

I have followed Cerebras for sometime. Several comments: 1. Yes I think that is Feldman. I have seen him intervene at hacerknews before thou don't remember the handle specifically 2. Yes, the OP technical assumption is generally correct. Cerebras load the model onto the wafer to get the speed. It's the whole point of their architecture to minimize the distance between memory and compute. They can do otherwise in a "low cost" model, they announced something like that in a partnership with Qualcomm that AFAIK has never been implemented. But it would not be a high-speed mode. 3. The OP is also incorrect on the costs. They pick these costs up from dated customer quotation seen online (in which the Cerebras has incentive to jack it up), but this is not how anything works commercially, and at that time Cerebras was at much smaller scale. But you wouldn't expect Feldman to tell you what their actual costs are. That would be nuts. My thinking is the number could be off by up to 80% by now assuming Cerebras was making progress in their cost curve and the original number had very high margins (which it must have).

You are clearly on some sort of bender against Cerebras. I can tell from your comments that you are the same one guy with the same objections from Twitter, LinkedIn, Reddit. Why are you obsessed with them? I mean sure you seem to know your stuff but some of your assumptions as to why they aren't viable are clearly stretches on the negative side (not that they are impossible, it is just that you don't have the info, and the company being in a cutthroat competitive business has no obligation to share their proprietary business information). And being so well informed you ought to know these are stretches except you are blinded by some emotion for some reason. I mean, sure their solution has downsides (which implementation is perfect), but they will have opportunities to improve in future iterations as they adapt to what the market actually wants rather than what they projected years ago before there was a clear signal. For now, they are a startup with an interesting solution that has some momentum in the marketplace. It is to be seen how they fare but your certainty that they won't succeed is certainly not warranted by the data. And oh, their customers include: Mistrial, Perplexity, Meta, IBM. All those know that the CEO pleaded guilty to accounting charges 18 years ago, after which he has worked continuously in the tech industry including at AMD. A bunch of blue-chip tech investors from OpenAI, AMD, the present CEO of Intel, etc invested with him knowing this. Please give it a rest.