#057: Cerebras IPO Preview
Craig highlights the one thing that will make or break the Cerebras IPO in the near term, and breaks down key findings in the S-1 filing.
In IPO Radar news, a new SpaceX IPO update. SpaceX aims to acquire Cursor and could be working with Mistal AI to take on LLM leaders.
Plus, the Fervo Energy IPO is a step closer, the Quantinuum IPO may be closer than we thought, and Jersey Mike’s files confidentially for an IPO.
- 0:00 Intro
- 0:27 Cerebras IPO Preview
- 0:57 Timeline
- 2:40 AI Chip Processing
- 3:35 New Partners
- 4:22 Manufacturing
- 4:57 Cerebras + OpenAI
- 5:13 S-1 Filing Walkthrough
- 7:13 Founder’s Letter
- 8:26 Retail IPO Access
- 9:03 Fidelity Cerebras IPO Access
- 10:22 Cerebras Financials
- 11:36 Concentration Risk
- 13:05 Cerebras + Taiwan Semiconductor
- 13:42 Risk Disclosures
- 14:26 Cerebras S-1 Filing
- 15:03 IPO Radar News
- 15:14 SpaceX IPO Update + Cursor
- 17:03 SpaceX – xAI – Mistral AI
- 17:32 Fervo Energy IPO
- 19:36 Quantinuum IPO
- 21:29 Jersey Mike’s IPO
- 23:33 Follow-Ups
This podcast and video are for informational and entertainment purposes only. Mentions are not a recommendation to buy or sell any pre-IPO startup, fund, or public company. Invest in IPOs and private companies at your own risk.




