Shifting Tides in the AI Market

DeepSeek was a disruptive surprise at the start of 2025--an open weights model trained at a fraction of the cost of previous models. Bryan and Adam were joined by Andy Hock and James Wang from Cerebras, whose wafer-scale silicon executes these models faster than is possible with any number of GPUs.

In addition to Bryan Cantrill and Adam Leventhal, we were joined by Andy Hock, and James Wang, both of Cerebras.

Some of the topics we hit on, in the order that we hit them:

• interactive inference with Cerebras
• 100x Defect Tolerance: How Cerebras Solved the Yield Problem
• Tweet from Eric Meijer
• Ouroborus
• Quine Relay
• Simon Willison’s Weblog when DeepSeek fell from space
• Tweet from Naveen Rao

BONUS

• MST3K archive

If we got something wrong or missed something, please file a PR! Our next show will likely be on Monday at 5p Pacific Time on our Discord server; stay tuned to our Mastodon feeds for details, or subscribe to this calendar. We'd love to have you join us, as we always love to hear from new speakers!