Baseten vs Cerebras Systems

Goodfire Launches Internal AI Agent Monitors

Goodfire, a startup specializing in AI interpretability, launched on Thursday a new type of AI agent monitor that inspects a model's internal signals rather than reading its output, aiming to detect rogue behaviors more efficiently and at a fraction of the cost. The monitors are available to customers of Baseten, an AI model hosting platform. Baseten's Base Labs had previously announced a safety partnership with Goodfire and Hugging Face. Goodfire's approach uses small probes that scan a model's internal activations at each step, triggering a closer AI review only when flagged. In tests on the Kimi K3 model, Goodfire's monitors caught 94% of malicious hacking sessions and cost about $51 for 1,500 sessions, compared to $233 for a cheaper model and $10,000 for a top-tier one. The company positions the solution for open models, which can be stripped of safeguards, and sees it as critical for inference-time guardrails.

• Goodfire launched internal activation monitors for AI agents on October 8, 2026.
• Monitors are available to Baseten customers.
• In tests on Kimi K3, monitors caught 94% of malicious hacking sessions.

Announcing our partnership with OpenAI

Baseten announces a partnership with OpenAI, as featured on their blog.

Baseten, Hugging Face, Goodfire Partner for AI Safety

Baseten's research arm, Base Labs, announced a partnership with Hugging Face and Goodfire AI to establish a safety standard for open-weight AI models. The collaboration aims to develop and publish methods for training and monitoring these models, making safety an integrated feature rather than an afterthought. This comes amid rising concern over 'abliteration,' a technique that removes safeguards from open models, with Hugging Face listing over 6,000 such models. The companies have not detailed technical specifics, but Goodfire's expertise in AI interpretability is expected to play a key role. This initiative seeks to leverage openness as an advantage for safety, providing transparent controls and encouraging community contributions.

• Baseten launched a safety infrastructure standard via Base Labs.
• Partnership with Hugging Face and Goodfire AI announced.
• Hugging Face hosts over 6,000 abliterated models.

Contrarian Investor Paul Meeks Recommends Buying Cerebras at 72% Discount

Contrarian tech investor Paul Meeks, Managing Director and Head of Technology Research at Freedom Capital Markets, reversed his stance on AI chipmaker Cerebras Systems. He had warned against buying the stock at its IPO and peak, but now sees a compelling opportunity after shares plunged roughly 72% from their high. Meeks highlights Cerebras's innovative Wafer-Scale Engine, which offers competitive advantages in AI inference. The company has about $25 billion in remaining performance obligations, including $20 billion tied to OpenAI, far exceeding its current quarterly core revenue of $210 million. Concerns about OpenAI using Nvidia chips are seen as overblown. Meeks sets a price target of $209, implying 91% upside, and expects revenue to triple to $2.8 billion by 2027.

• Cerebras Systems stock has fallen roughly 72% from its peak.
• Meeks sets a price target of $209, implying 91% upside from current levels.
• Cerebras has $25 billion in remaining performance obligations, including $20 billion from OpenAI.

Cerebras CEO dismisses AI doomsday warnings at Disrupt

At TechCrunch Disrupt 2026, Cerebras Systems CEO Andrew Feldman pushed back against the prevailing AI doomsday narrative, arguing that industry leaders are overemphasizing risks and neglecting the potential benefits. He suggested that some AI leaders 'maybe shouldn't be allowed to talk in public' due to their negative focus. Feldman highlighted AI's promise, such as a future where cancer deaths are eliminated, and urged a balanced approach: acknowledging power, being thoughtful, and regulating reasonably. He also criticized the data center industry's poor community engagement in the U.S., comparing it unfavorably to practices in other countries like Brazil and Finland. Despite efficiency improvements potentially reducing demand for his chips, Feldman remained confident in the continued need for advanced hardware from Cerebras and Nvidia competitors.

• Cerebras CEO Andrew Feldman spoke at TechCrunch Disrupt 2026.
• Feldman criticized AI doomsday warnings from other AI leaders.
• He cited a future where cancer deaths are eliminated as an AI benefit.

Cerebras CEO Predicts Home AI Assistants Are Near

At TechCrunch Disrupt 2026, Cerebras Systems CEO Andrew Feldman predicted that personal AI assistants will soon become as common as household appliances, running partly on local devices and partly in the cloud. He cited advances in consumer AI agents, such as Meta's Muse and Instinct, as evidence of AI's growing adoption. Feldman envisions these assistants will know users well, have security perimeters, and be able to make purchases on their behalf. As a chipmaker, he sees this trend as driving demand for AI infrastructure. He personally uses a collection of agents for scheduling and information retrieval, and prefers building platforms that enable other founders' ideas.

• Cerebras Systems CEO Andrew Feldman spoke at TechCrunch Disrupt 2026 in October 2026.
• Feldman predicts personal AI assistants running locally and in the cloud will become common in homes.
• He cited Meta's AI agents Muse and Instinct as examples of consumer AI finding foothold.