Meet Kevin 对 $CBRS 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
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.
这项本地 AI 计划针对这些开源或开放权重模型，他们正与 DeepSeek 和 Qwen 合作推出。重要的是要记住，根据信息，DeepSeek 的年经常性收入可能在 5 亿美元左右。
你必须将其与 Anthropic 进行比较。这基本上意味着 Anthropic 的规模是 DeepSeek 的 130 倍——DeepSeek 是开放权重的，而 Anthropic 是封闭权重的。
利润空间就在这里。一旦你去掉权重限制，利润空间就消失了。这很糟糕。
this uh local AI initiative for these open AI or uh o open weight models which they're launching in partnership with Deepseek and Quen is really important to remember that per the information deepseek has maybe annual recurring revenue of somewhere around $500 million. You have to compare that to Anthropic. It basically means uh Anthropic is 130 times the size of Deep Seek, Deep Seek open, Anthropic closed weight. That's where the margin is. As soon as you take away that weight, the margin goes away. That sucks.