Cerebras Director on IPO and Inference, Andrej at Anthropic, SaaSpocalypse AI Index | Best Of 5/19/26
The best moments from MTS on May 19: Cerebras running Kimi K 2.6 at 1,000 tokens per second and the shift from training to inference, Ramp Economics data showing SaaSpocalypse is not yet in business spend patterns, and Anthropic surpassing OpenAI in adoption while token-based pricing remains under 1% of SaaS spend.
Timecodes:
- (00:00) Introduction
- (01:19) Cerebras Director James Wang on Cerebras going public, inference architecture, wafer-scale clusters
- (08:59) Monetary Matters on bond yields rising, inflation expectations, Google Blackstone TPU deal
- (16:26) Ara Kharazian from Ramp on…
The skinny
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