Pondero Brief - AUGUST 21ST, 2026
No vendor lock-in yet, per Ramp. Plus Cerebras CS-4 and a free routing API.
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Ramp data from 70,000 US businesses: Anthropic 44 percent, OpenAI 40 percent, and zero lock-in either way.
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Ramp's data from 70,000 US businesses puts Anthropic at 44 percent of enterprise AI spend vs. OpenAI's 40 percent as of July 2026 - but OpenAI is growing faster in Q3. Vendor stickiness is near zero: raw model performance decides your bill, not platform lock-in.
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Cerebras CS-4 hits 4,400 tokens per second
Unveiled August 18, the CS-4 packs three WSE-3 Turbo wafers into one rack for 750 PFLOPs and 4,400 tokens per second per user on a 120B-parameter model - first shipments land in Q3. At that speed, an agent takes more reasoning steps in the same wall-clock time. Read our take →
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Try Make. Cloud automation that connects the same apps as n8n without hosting anything - a fit for agentic workflows without a server to babysit. Try it →
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Try Buttondown. The newsletter platform sending you this email. Clean API, no AMP, fair pricing. Try it →
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Jonathan Hildebrandt
Co-founder and primary operator of Pondero. Writes the Pondero Brief.
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