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This Week in Startups · 2026-05-11 · 83 min · 15,505 words

Cerebras's IPO goes vertical, and the death of OpenClaw? | E2287

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

This is one of the highest stakes games I've ever seen. A 750 megawatt deal with OpenAI in January. It's not just insanity. It's insanity with a twist. The question here is, what is that deal with OpenAI worth?

And then is that deal guaranteed or not? If the revenue doesn't show up, you're out of business and you go bankrupt. Can't pay your bills. Is Cerebrus going to, or Oracle gonna sue an OpenAI? The acquisition by OpenAI took the wind out of the sails.

This week in startups is brought to you by NetSuite. The business landscape is very chaotic right now. That's why you need Netsuite by Oracle. Get the free business guide demystifying AI at netsuite.com slash twist. Deal.

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