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Cerebras

Cerebras Is a Taxi. NVIDIA Runs the Bus Network (Pt1.)
Cerebras

Cerebras Is a Taxi. NVIDIA Runs the Bus Network (Pt1.)

Cerebras can generate tokens at extraordinary speed for a handful of users, but NVIDIA’s GPU architecture delivers superior economics at scale. This report explains why the fastest AI inference system does not necessarily make the best mass-market token factory — or the better investment.
14 min read 25 Aug 2026
Notes: Stripe Staying Private Longer = Bad for Public Investors
Stripe
20 min read 06 Apr 2025

Notes: Stripe Staying Private Longer = Bad for Public Investors

Summary * A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier, redistributing more return to public investors. If this continues, we may see the likes of Snyk push for an IPO sooner than many are anticipating. * However, most top-tier scaleups like Stripe and SpaceX remain private,

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Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

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