Posted by Alumni from Substack
May 18, 2026
This week in AI felt less like a product cycle and more like a philosophical provocation wrapped in a market event, a demo, and a few delightfully ambitious lab announcements. The common thread was not bigger models, larger context windows, or yet another benchmark victory. It was agency. Who gets to shape intelligence' Who gets to improve it' And, slightly more ominously, what happens when the tools begin improving the tools' Start with Cerebras. The IPO was not just a financing milestone for an AI chip company; it was a reminder that the AI race is still brutally physical. Behind every magical chatbot sits an industrial stack of silicon, power, networking, cooling, capital markets, and geopolitical anxiety. Cerebras has always been the wonderfully weird character in the AI hardware opera: instead of making chips modestly larger, it went all-in on the wafer-scale computer, basically asking, 'What if the chip were the data center'' That sounds like something invented after too much... learn more