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VOICE ARCHIVE

Dev Shah

@0xdevshah
15 posts
2026-02-12
anthropic doing everything to push humanity, while openai generates more slops and pushes ads to ai. pick your winner wisely.
2026-02-12 View on X
NBC News

Anthropic says it will upgrade US power grid infrastructure, generate new power, and cover consumer price increases to minimize the effects of its data centers

Leading AI company Anthropic said it would upgrade power grid infrastructure, generate new power, and cover consumer price increases …

2026-02-11
i am quitting xAI today. the team is awesome. elon is awesome. but they don't serve the best food. food is important. the company that serves good food has the best chance at agi. so i am starting a foundational food company and am announcing my partnership with xai.
2026-02-11 View on X
Financial Times

xAI co-founder Jimmy Ba says he is leaving, the sixth co-founder to depart; sources and social media posts show at least six researchers left in recent weeks

Jimmy Ba will be the sixth member of the founding team to depart  —  A sixth co-founder of Elon Musk's xAI is leaving …

2025-12-28
Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the “Nvidia or nothing” narrative was false. This didn't just [image]
2025-12-28 View on X
@gavinsbaker

As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads

Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.

Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the “Nvidia or nothing” narrative was false. This didn't just [image]
2025-12-28 View on X
Spyglass

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips

M.G. Siegler / Spyglass :

2025-12-27
Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the “Nvidia or nothing” narrative was false. This didn't just [image]
2025-12-27 View on X
Spyglass

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips

Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait.  What's that?

2025-12-26
Google will never sell TPUs. The moment Google sells TPUs at scale, they transform their architectural advantage into a commodity. Google's internal teams have first-order claims on TPU capacity because those workloads directly generate revenue and strategic moats. Any TPU sold
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

I think Sama missed this one. $20B is cheap for super fast inferencing.
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the “Nvidia or nothing” narrative was false. This didn't just [image]
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the “Nvidia or nothing” narrative was false. This didn't just [image]
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

Google will never sell TPUs. The moment Google sells TPUs at scale, they transform their architectural advantage into a commodity. Google's internal teams have first-order claims on TPU capacity because those workloads directly generate revenue and strategic moats. Any TPU sold
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

I think Sama missed this one. $20B is cheap for super fast inferencing.
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

2025-12-25
Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the “Nvidia or nothing” narrative was false. This didn't just [image]
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

Google will never sell TPUs. The moment Google sells TPUs at scale, they transform their architectural advantage into a commodity. Google's internal teams have first-order claims on TPU capacity because those workloads directly generate revenue and strategic moats. Any TPU sold
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

I think Sama missed this one. $20B is cheap for super fast inferencing.
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

2025-10-14
The $100B OpenAI investment assumes scaling laws hold. The market cap assumes they break for everyone else. You can't simultaneously believe - more compute reliably produces better AI (justifying infrastructure spend) - OAI maintains a durable advantage (justifying valuation)
2025-10-14 View on X
Bloomberg

OpenAI's massive deals show that Sam Altman is selling a vision of a world-changing product and using world-changing financial engineering to try to raise $1T+

Also crypto liquidations, inverse levered ETFs, stock buybacks and trade secrets.  —  OpenAI  —  The essence of finance is time travel.