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Leon Coe

Aug 17, 2026

14:51
Yeah.
14:52
I mean, there's so many interesting things there.
14:53
I mean, I went back through some old tweets.
14:56
I think we're sometime in early 2024.
14:59
And at that time, Cerebrus had kind of like launched.
15:03
So it's like the chip company, you know, doing custom chips specifically to run at the time open source models at super fast speed.
15:11
And kind of my point with that is if humans can basically read at something between 40 and 70 tokens a second, what is Cerebrus doing making a thousand token a second chip, right? And the point is it unlocks agents.

17 MINS LATER

32:30
We can come back to that one.
5:12
But there are vast opportunities that come with it, right? Maybe you could speak to some of those.
5:17
Of course.
5:17
So when it comes to opportunities, [chuckles] I mean, it's, it's...
5:22
I think today, OpenAI and Anthropic are both, like, trillion-dollar companies, right? So certainly some people, at the very least investors, see the value, right, that's being created, and it's a very rare, if, if seldom any company that is valued more than the value it creates for other people.
5:40
So what are we actually dealing with? We're, we're dealing with multi-trillion dollar value creation, right? Because those are just the two top companies.
5:48
Really, you'd have to fold in quite a bit of value from, from Google and the other major players as well.
5:54
So what are the actual opportunities? I think the big thing that it unlocks...

16 MINS LATER

21:39
Is it the learning models that are gonna continue to learn s-very quickly upon themselves and write new systems and, uh, any thoughts on that?

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