Jan-Pieter van Winsen (@jpvanwinsen): "Cerebras: the customers 86 percent of Cerebras revenue last year came from two customers. Both are related parties. G42 and MBZUAI. And 77.9 percent of the receivables sit with one of them. The growth is real, up 76 percent. The independence of it is not. A customer you are c…"

Make money doing the work you believe in

Cerebras: the customers

86 percent of Cerebras revenue last year came from two customers. Both are related parties. G42 and MBZUAI. And 77.9 percent of the receivables sit with one of them. The growth is real, up 76 percent. The independence of it is not. A customer you are connected to is a financing decision wearing a revenue costume.

Tie-Out

Cerebras disclosed everything. It framed almost nothing.

Jun 21

9:02 AM

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