Brad Gerstner

@carl_eschenbach @sequoia @gradypb @Alfred_Lin 💥💪🚀

It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.

@MarcLevine63 @TrumpAccounts 🇺🇸🚀

@altcap @TrumpAccounts Brad, I just watched you and Michael Dell describing the platform nature of the @TrumpAccounts program - wow, the size of this idea took my breath away

The number of kids by state, year of birth and $$ amount that have waiting for them in their @TrumpAccounts. Kids over 10 don’t get seed $$ but still get a free investment acct that parents & business will likely add to if they claim it. 🇺🇸🚀

@andrewdfeldman 🧐🧐

GPUs are slow at AI inference because they hit the memory wall. Cerebras pioneered the SRAM based AI accelerator because GPUs were memory bandwidth constrained.   Let me explain.   There are two types of memory. Memory that can store a lot, but is slow. And memory that is fast, but can’t store much per square milimeter of silicon.   The former is called DRAM (or HBM) and the latter is SRAM. Graphics Processing Units use HBM. In fact, graphics was the perfect use case for HBM. It required a lot of data stored. But didn’t need it moved very often. This is why graphics processing units use HBM.   But AI inference has different characteristics than graphics. It moves data constantly from memory to compute. To generate each token, it needs to move all of the weights from memory to compute. And for the next token, it needs to do it again. For every single token in the answer. Because HBM is slow, moving data is time consuming. The GPU is waiting for data to get to it. It sits idle. Pulling power. Doing no work.   Cerebras chose to use SRAM so we could move data from memory to compute faster. Not a little bit faster but more than 2,600 times faster than NVIDIA Blackwell GPUs. As a result, we can generate tokens faster 15 times faster. This is why we are the fastest in the world.   But what about the weakness of SRAM? QSurely there is a tradeoff. SRAM can’t store very much data per square millimeter. This is why Cerebras went to wafer scale. By building a chip the size of a dinner plate, a chip that is 58 times larger than the largest GPU, Cerebras could stuff it to the gills with SRAM. We couldn’t make SRAM store more data per square millimeter, but we could provide more square millimeters by building a bigger chip.   If you build a solution with little chips and try to use SRAM you need to link thousands of them together to support a larger model. There simply isn’t enough room on the little chips for lots of SRAM and lots of compute cores. Thousdands of little chips connected together with cables, is slower and more power hungry than if all that traffic stayed on a big chip, or even several big chips.   And since communication between chips is slow, and communication on chip is fast, lots of little chips is slower at inference as well.

AI is deeply unpopular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe AI will be positive. A token tax & political backlash is coming unless the narrative changes. 🇺🇸👀🧐

@HeidiSVT Thx for spreading the word! 🇺🇸

Over 55K kids in VT are eligible for at least $250 seed accounts. Another almost 50K are eligible for seed accounts that parents or others can deposit funds into. I wish they had had these when I was growing up, and certainly hope parents are signing their kids up for them!🇺🇸

@walls_jason1 🇺🇸🚀

Yesterday Mark Cuban reposted my work, DM'd me, and told me to keep telling my story. So here it is. I'm a Master Electrician. IBEW Local 369. 15 years pulling wire in Kentucky. Zero coding background. I didn't go to Stanford. I went to trade school. Every week I'd show up to a home where someone just bought a Tesla or a Rivian. And every time, someone had already told them they needed a $3,000-$5,000 panel upgrade to install a charger. 70% of the time? They didn't need it. The math is in the NEC — Section 220.82. Load calculations. But nobody was doing them for homeowners. Electricians upsell. Dealers don't know. And the homeowner just pays. I got angry enough to build something about it. I found @claudeai. No coding experience. I just started talking to it like I'd explain a job to an apprentice. "Here's how load calcs work. Here's the NEC code. Now help me build a tool that does this." 6 months later — @ChargeRight is live. Real software. Stripe payments. PDF reports. NEC 220.82 calculations automated. $12.99 instead of a $500 truck roll. I'm still pulling wire. I still take service calls. I wake up at 5:05 AM for work. But something shifted. Yesterday @vivilinsv published my story as Claude Builder Spotlight #1. Mark Cuban saw it. The Claude community showed up. And for the first time, I felt like this thing I built in my kitchen might actually matter. I'm not a tech founder. I'm a dad who wants to coach little league and be home for dinner. I just happened to build something that helps people. If you're in the trades and thinking about using AI — do it. The barrier isn't technical skill. It's believing you're allowed to try. EVchargeright.com

@andrewdfeldman @awscloud Huge deal. Huge congrats to entire team! 🚀🚀

Today Cerebras announced that @awscloud will be deploying Cerebras CS-3s in their data centers. Together, Cerebras and AWS will be delivering the fastest inference solution in the world. It has been an extraordinary 30 days for Cerebras. In February, we announced that we would be powering OpenAI’s fast inference offering. And within days of signing the contract, we delivered the first tranche of capacity to production. And today, we announce a multi-year partnership with the industry’s largest cloud provider, AWS. Together, we will be building fast inference solutions comprised of Trainium 3 doing prefill and Cerebras’ Wafer Scale Engine doing decode. Cerebras is now powering the world's #1 AI provider, OpenAI. And will be available in the worlds #1 cloud, AWS. Now back to work.

Software largesse? 🧐🧐

Time to get fit convo w @JTLonsdale. Good reminder at this moment of peak disruption - especially to software companies that have continued to hire at 2-3x the rate of the Mag7.

Truth. Fade businesses whose moat shrinks w improvements to general computational intelligence. Their multiples will shrink ahead of their shrinking moats. Your portfolio should be positively correlated to improvements in general intelligence. 🧐🧐

@chamath @stevesi 💯💯

Here is what a tax like this does: 1) It excites people with zero agency and infinite envy. Beware of these people. 2) It will keep middle class people firmly in the middle class with no real chance of getting wealthy if they stay in Washington State. It should be clear that this IS the strategy. Learned helplessness of the electorate will keep Washington State’s current elected officials in office. 3) It will never allow the upwardly mobile of building any assets or real wealth unless they move. Capping the American Dream is a dystopian and malevolent scheme. It cannot be a valid strategy. But unless droves of middle and upper middle class people leave Washington State, this strategy will win.

@shaunmmaguire 💥💥💥

Bari is doing great work She is rapidly bringing back real bipartisan journalism

@jgebbia @ndstudio 🇺🇸🇺🇸

The view walking into HQ each morning @ndstudio

@andrew__reed @sparkcapital @YasminRazavi @willreed Truth. Legendary. 💥💥

Impressive performance. Nothing fancy, just great investing. @sparkcapital @YasminRazavi @willreed

@BourkeFloyd @TrumpAccounts Not really - just open a regular investment acct at 18 and get saving!

@altcap @TrumpAccounts @altcap any use of this for a kid turning 18 in a few months? Seems not to me

These will prove to be among the dumbest takes of the AI era. Given how early we are & how much competition exists including free & capable models - I am shocked at the high & improving gross margins of the leading model providers. The tokens are very profitable. 🧐💰

An app like this with your child’s name which they own will show up on your phone on July 4, 2026 if you claim your account!! Your child - a small owner in America’s great companies - chasing their American Dream! 🇺🇸🇺🇸

An incredible & humbling Founder moment. But we are just getting started. Over 30 M kids have $$ waiting for them - claim your child’s acct today! @TrumpAccounts

@ZachBDell @CoServ 🇺🇸🚀

Excited to announce our 5th (and largest) utility partnership, 100MW of distributed storage for @CoServ. This will help Coserv manage peak demand and bring an affordable home backup option to their members.