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Cerebras CEO Says Capacity Is Largest Constraint Right Now

Cerebras shares plunged after the company gave an annual sales forecast that disappointed investors who were expecting the company to carve out a bigger slice of the AI data center market. Cerebras CEO Andrew Feldman joins Ed Ludlow to discuss the results and what’s next for the company on “Bloomberg Tech.” ——– Like this video?…

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Cerebras shares plunged after the company gave an annual sales forecast that disappointed investors who were expecting the company to carve out a bigger slice of the AI data center market. Cerebras CEO Andrew Feldman joins Ed Ludlow to discuss the results and what’s next for the company on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @kalistomanor7752

    June 24, 2026 at 5:07 pm

    such a desaster ceo. someone should teach him how to speak and confidence.

    • @bstewartny

      June 24, 2026 at 8:15 pm

      right? where did he come from? I suppose he’s the founder/scientist?

  2. @blacksheepcat

    June 24, 2026 at 6:32 pm

    their margin structure is already messed up, which is very different from Nvidia. Also, they have a very loose lock-up for the execs so they will soon sell their shares, meaning they don’t believe in what they do. The time will tell but in a few months, their stock price will be shit

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Bloomberg Technology

Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch

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At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription.

Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s strategy, including cultivating niche genres like horror and offering free, edgy merchandise to capture the Gen Z audience.
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Bloomberg Technology

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Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice…

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Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice to help its portfolio companies build that capability. He joins Ed Ludlow on “Bloomberg Tech.”

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Apple New CEO Ternus Puts Focus Back on Design

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Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg Tech.”
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