$CBRS SemiAnalysis seems to have a grudge against $CBRS. Most of what they say about Cerebras comes across as out of context, negative spin, biased sniping. Pretty consistent now. Makes me wonder whether Cerebras not buying their very expensive “research products” has something to do with it? Cerebras’s Sarah Chieng had a pretty fitting response: “all this just to get us to pay for your newsletter.” Their very expensive “research products,” reduced to “your newsletter.” An industry CEO has publicly alleged a “pay-to-play” dynamic. Hot Aisle CEO Jon Stevens argues that SemiAnalysis’s negative coverage is deliberately used to create demand for its consulting services. The allegation: bash a company, put pressure on it to “fix” the narrative, then sell consulting to help fix it. Stevens points to AMD and acknowledges the payment connection is speculative. SemiAnalysis openly sells research and consulting to the industry it covers. Then we get “massively cope-tweeting” jabs at Cerebras employees and negative spin dribbled out that leaves out context and sometimes seems to leave out the facts too. People should be asking who pays them and whether those relationships shape the coverage. jon4hotaisle.substack.com/p/…