CBRS/long
Cerebras' dinner-plate die with memory next to compute runs inference 15-18x faster than GPUs, a new silicon winner
we made two bets. Um, the first was dedicated silicon would be the answer, and the second was it couldn't look like a GPU. And our view as computer architects is if you want to be 20 times better than somebody Right, your architecture can't look like them
Peak+5.1%
PL/long
Planet Labs is venture-style 10x happening in public markets as AI unlocks a $75-100B Earth observation market
I estimate there's a $75 to $100 billion market just on Earth observation, this kind of data we collect, and AI on top of that, unleashing all the applications.
Peak+5.0%
PL/long
Space-based data centers become cheaper than ground once launch hits $200-300/kg, likely within 2-3 years via Starship
we figured out that when launch costs come down to about $200 to $300 a kilogram, it would be cheaper, just simply cheaper to put the data centers in space. Now we're about $1,000 a kilogram... that's come down about 10x in the last 10 years.
Peak+5.0%