Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

Cerebras IPO

15 May 2026 · 1 min

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0:30

Myron and Howie discuss Cerebras ahead of its IPO. The hosts open with a story about China's autonomous drones issuing parking tickets, including to Fox News staff caught in a brief violation.

I got Myron and Howie with me, and we're going to talk about Cerebras. You saw that, right? These guys are getting parking tickets from drone police in China now. The drones fly around and do the monitoring of whether you're like driving in fire lanes or bus lanes or parking in the wrong space or something. And the Fox News people parked in the wrong space for like 3 minutes and got a ticket. Uh, yeah, this will be a fun one.

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