Keep pulling the thread on Planet Labs.
Cerebras claims its technology is the fastest available for all of its applications.
Planet Labs' stock price increased tenfold, from $5 per share to $50 per share, over the last 12 months.
Planet Labs' satellite fleet images the entire surface of the Earth every day.
Approximately 60% of Planet Labs' current revenue comes from security-related customers.
A study by Planet Labs and Google concluded it becomes cheaper to place data centers in space when launch costs fall to between $200 and $300 per kilogram.
Will Marshall predicts that SpaceX's Starship will reduce launch costs to the $200-$300/kg breakeven point for space-based data centers within the next 2 to 3 years.
Cerebras's strategy is based on the belief that to be 20 times better than an incumbent like NVIDIA, a company must use a fundamentally different architecture, not a GPU-like design.
Cerebras solved the AI data movement bottleneck by building a large, wafer-scale chip that co-locates memory and compute.
Cerebras's hardware is 15 to 18 times faster than a GPU when used by customers like OpenAI.
Planet Labs went public via a SPAC at a $2 billion valuation, and 90% of its subsequent market value was created in the third and fourth years after the IPO.
Cerebras is considered the leading AI IPO of the year so far.
Planet Labs is indexing the Earth to make it searchable, analogous to how Google indexed the internet.