Yep, it's hard to see how Cerebras will ever have much of an ecosystem, since hardware makers are traditionally not very good at building and maintaining one by

Yep, it's hard to see how Cerebras will ever have much of an ecosystem, since hardware makers are traditionally not very good at building and maintaining one by themselves. But they're probably aiming at very specialized customers only. Geohot is right about the AI accelerator market's problems, and a competitive 4-digit-dollars device is a great idea even if his initial strategy was way off. Although you could say almost the same thing about the high-performance CPU and GPU duopolies (Apple's chips don't count due to their proprietary OS lock-in, although I wish Asahi Linux luck at fixing that). [edit] And beyond that, you have TSMC dominating the next-gen fab market, too.