哦，Cerebras现在也在上涨。嗯，是的，我在过去几天提到过，我认为在180左右它开始真正地大幅去风险。我坦率地说，在IPO时我对这家公司持悲观态度。我不喜欢它的IPO。一些风险因素已经消退。
一些风险因素仍然存在。仍然存在的最大风险因素是他们对OpenAI的集中敞口。但我认为OpenAI正在用他们的产品做的事情是出色的。我实际上认为这给了他们相对于那些不使用像Cerebras这样的超快令牌生成器的公司（比如用于语音AI或客户服务等）的竞争优势。
我实际上认为 Cerebrus 现在已经很好地降低了风险，因为它较 IPO 价格下跌了约 50%。我在 IPO 时看空它。现在，我实际上对它非常乐观。我觉得底部越来越近了。我不知道是否已经到底了。嗯，但我认为它在接近底部。
I actually think Cerebrus is pretty well de-risked now that it's down like 50% from IPO. I was bearish on it on IPO. Now, I'm actually very optimistic about it. Kind of think the bottom is getting closer. I don't know if it's in yet. Uh, but I think it's getting closer.
我实际上认为 Cerebras 现在已经相当去风险化了，因为它从 IPO 以来已经下跌了约 50%。我在它 IPO 时是看空的。现在我对它非常乐观。我觉得底部越来越近了。我不知道是否已经到底了，但我认为离底部更近了。
I actually think Cerebrris is pretty well derisked now that it's down like 50% from IPO. I was bearish on it on IPO. Now I'm actually very optimistic about it. Kind of think the bottom is getting closer. I don't know if it's in yet, uh, but I think it's getting closer.
而且我非常喜欢它的超快令牌生成技术，基本上在客户服务人工智能或其他应用中实现了难以察觉的低延迟。你应该试试。你可以搜索测试 Cerebras API、语音聊天等，有一些网站可以供你测试。这很酷。
Uh, and I'm a big fan of the ultra fast token generation, the basically imperceptible latency for customer service, artificial intelligence or whatever. You should try it. You could Google like test cerebrous AP, you know, uh, um, voice chat and and there are some websites you can test it on. It's pretty cool.
