Cerebras Director on IPO and Inference, Andrej at Anthropic, SaaSpocalypse AI Index | Best Of 5/19/26

The best moments from MTS on May 19: Cerebras running Kimi K 2.6 at 1,000 tokens per second and the shift from training to inference, Ramp Economics data showing SaaSpocalypse is not yet in business spend patterns, and Anthropic surpassing OpenAI in adoption while token-based pricing remains under 1% of SaaS spend.Timecodes:- (00:00) Introduction- (01:19) Cerebras Director James Wang on Cerebras going public, inference architecture, wafer-scale clusters- (08:59) Monetary Matters on bond yields rising, inflation expectations, Google Blackstone TPU deal- (16:26) Ara Kharazian from Ramp on SaaS spend patterns, Anthropic adoption, token-based pricingMTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | https://twitter.com/MTSliveYouTube | https://www.youtube.com/@mtsituationSpotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763 Substack | https://mtslive.substack.com/MTS is brought to you by:Granola - The AI notepad. Try it once and never go back. ⁠⁠⁠https://granola.ai/mts⁠⁠⁠Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. ⁠⁠⁠https://konghq.com⁠⁠⁠Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. ⁠⁠⁠https://blitzy.com⁠⁠⁠Merge — OpenAI, Dropbox, and Ramp use Merge to get AI to production faster.  ⁠⁠⁠https://merge.dev/mtsAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. ⁠⁠⁠https://adquick.com⁠⁠⁠Macroscope - AI codebase understanding for engineering leaders. ⁠⁠⁠https://macroscope.com/mts⁠⁠⁠