FUNDRAISING ANNOUNCEMENTS

• Benchmark's Eric Vishria on the decade-long Cerebras bet: naivete, relentless grind, and a $23B SPV

GUEST INTERVIEWS

• Netflix ads president Amy Reinhard on building a proprietary ad stack, vertical video, and advertiser strategy
• Raindrop launches free open-source local agent debugger, eyes partnership with major coding platform
• SemiAnalysis' Doug O'Laughlin: Cerebras has a narrow path, Groq fits NVIDIA's GV200 rack, and TSMC is the AI buildout kingmaker
• Cerebras CEO Andrew Feldman on the IPO, the CUDA myth, and why fast inference will be 'all of the market'
• Foundation Capital's Steve Vassallo: Cerebras' first investor on five-startup-in-one engineering risk and the Solana connection

NEWS

• Cerebras IPOs on Nasdaq at $48.8B valuation, OpenAI already running chips in GPT-5.3 Spark
• Kevin Warsh confirmed as Fed Chair in 54-45 party-line Senate vote