i think it's worth revisiting this in a short while because, by and large, how the engineering craft has been for the last 40+ years is no longer the correct paradigm. it takes Claude Code a few moments to put together an entire proof of concept. engineers, especially experienced ones, will be less likely to produce (and hence be performance-calibrated on) code as output but rather orchestration and productionization of [a fleet of] agents. how do you guide an llm to produce exactly what is needed, based on your understanding of constraints, available libraries, various systems and APIs, etc. to accomplish some business or research goal?
in that sense, estimation should theoretically become a more reasonable endeavor. or maybe not, we just end up back where we are because the llm has produced unusable code or an impossible-to-find bug which delays shipment etc.
Re: cerebras, they filed a S1 [1] last year when attempting to go public. It showed something like a $60M+ loss for the first 6 months of 2024. The IPO didn’t happen because the CEO’s past included some financial missteps and the banks didn’t want to deal with this. At the time the majority of their revenue came from a single source in Abu Dhabi, as well. They did end up benefiting by the slew of open source model releases which enabled them to become inference providers via APIs rather than needing to provide the full stack for training.
They’ve filed a S1 [1] last year when attempting to go public. It showed something like a $60M+ loss for the first 6 months of 2024. The IPO didn’t happen because the CEO’s past included some financial missteps and the banks didn’t want to deal with this. At the time the majority of their revenue came from a single source in Abu Dhabi, as well
My main keyboard has been a 34-key split Ferris. I usually have either a trackpad between the halves if I’m using a Mac or an ergonomic Logitech if on my Linux desktop. Not having to move my hands at all while being able to reach any keys/characters I need has been a welcomed change, worth remapping my brain.
in that sense, estimation should theoretically become a more reasonable endeavor. or maybe not, we just end up back where we are because the llm has produced unusable code or an impossible-to-find bug which delays shipment etc.