Gregory Carr
speaker
2,075 appearances
6 recordings
6 series
first heard Dec 2025
last heard 7 Jul
Gregory Carr’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 4.
Appearances
And so if stock breaks deal price, it can sometimes, you know, go to places you wouldn't think it would go.
And this means that shorts, if a stock gets close to deal price, they short it because they want to break deal price.
And then, you know, they make a quick 10 or 20%.
Because you have this price insensitive selling that can be triggered.
And this is what has happened to Cerebros.
You know, people talk about hate selling, but they broke deal price.
And so just if you're going public and you're listening to this,
Tell your bankers, price this in such a way that we're not going to break deal price in our first nine months as a public company.
And that's what I always advise everyone to do.
And I think it's important.
But I also think, you know, it takes companies a while to learn how to tell their story and communicate to public markets.
It's a very different audience than VCs.
And the way, like the way I would have respectfully told the Cerebras story, because what happened to Cerebras is they reported a quarter and they're growing fast, but relative to the rest of AI, they're not growing that fast in the March quarter.
So what I would have said is we signed this transformational, you know, 20, $25 billion, I don't know the exact number, contract with OpenAI in December, December of 2025.
We immediately ordered more wafers from Taiwan Simi.
It takes four months from when we make that order, Taiwan Simi says yes, they start producing, takes four months to make the chip.
Then it takes us two months, plus or minus, to turn that chip into a server.
And then if we're lucky and we can find the power, it takes us a month to energize that chip and start making tokens with it.
So the first time you're going to see the impact of this OpenAI deal at the earliest is probably around Labor Day.
So you'll see a little bit of it in the third quarter.
Showing 541–560 of 2,075 · page 28 of 104
← Previous
Next →