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VOICE ARCHIVE

James Wang

@draecomino
16 posts
2026-02-24
The purpose of the Citrini piece isn't really about specific predictions. It's about jolting people to think. And to that end it's a great success.
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

The purpose of the Citrini piece isn't really about specific predictions. It's about jolting people to think. And to that end it's a great success.
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

2026-01-15
ChatGPT is about to run a whole lot faster
2026-01-15 View on X
Wall Street Journal

OpenAI strikes a multibillion-dollar, three-year deal to buy 750 MW of computing capacity from Cerebras, which Sam Altman has backed; sources: it's a $10B+ deal

The ChatGPT-maker is racing to secure more computing power, especially for responding to user queries

2026-01-14
ChatGPT is about to run a whole lot faster
2026-01-14 View on X
Wall Street Journal

OpenAI strikes a multibillion-dollar agreement to buy 750 MW of computing capacity from Cerebras over three years; sources: the deal is worth more than $10B

The ChatGPT-maker is racing to secure more computing power, especially for responding to user queries

2025-12-28
So many bad takes on Groq as if its LPU is some magical new architecture or a TPU for hire. Groq's micro architecture does not matter. The *only* reason Groq has any traction is because it bet on SRAM. Without SRAM, there's no speed advantage, no PMF, no demand, and no
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.

So many bad takes on Groq as if its LPU is some magical new architecture or a TPU for hire. Groq's micro architecture does not matter. The *only* reason Groq has any traction is because it bet on SRAM. Without SRAM, there's no speed advantage, no PMF, no demand, and no
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
So many bad takes on Groq as if its LPU is some magical new architecture or a TPU for hire. Groq's micro architecture does not matter. The *only* reason Groq has any traction is because it bet on SRAM. Without SRAM, there's no speed advantage, no PMF, no demand, and no
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
So many bad takes on Groq as if its LPU is some magical new architecture or a TPU for hire. Groq's micro architecture does not matter. The *only* reason Groq has any traction is because it bet on SRAM. Without SRAM, there's no speed advantage, no PMF, no demand, and no
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...

So many bad takes on Groq as if its LPU is some magical new architecture or a TPU for hire. Groq's micro architecture does not matter. The *only* reason Groq has any traction is because it bet on SRAM. Without SRAM, there's no speed advantage, no PMF, no demand, and no
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
So many bad takes on Groq as if its LPU is some magical new architecture or a TPU for hire. Groq's micro architecture does not matter. The *only* reason Groq has any traction is because it bet on SRAM. Without SRAM, there's no speed advantage, no PMF, no demand, and no
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 …

2025-07-11
grok looked at 20 webpages and 41 elon posts to arrive at this answer. ‘maximally truth seeking AI’ 💀 [image]
2025-07-11 View on X
TechCrunch

Tests reveal that Grok 4 seems to search for Elon Musk's views online when asked about sensitive topics, and its answers tend to align with Musk's opinions

During xAI's launch of Grok 4 on Wednesday night, Elon Musk said — while live-streaming the event on his social media platform …

2024-08-28
Cerebras is 10x faster than GPUs 10x = 3 Moore's Law doublings = 10 years It's basically like getting a GPU from 2034. When has this ever happened in tech? [image]
2024-08-28 View on X
SiliconANGLE

Cerebras launches the “world's fastest” AI inference service with “GPU-impossible performance”, with costs starting at $0.10 per million tokens, to rival Nvidia

Mike Wheatley / SiliconANGLE :

2023-03-29
1/ Very excited to be sharing our latest work today! Cerebras-GPT is our way of supporting open language models. We had two main goals: - Create a family of Chinchilla-optimal models using open data & methods - Showcase what Cerebras CS-2s can do today https://www.cerebras.net/...
2023-03-29 View on X
SiliconANGLE

Cerebras open sources seven GPT-based LLMs, ranging from 111M to 13B parameters and trained using its Andromeda supercomputer for AI, on GitHub and Hugging Face

Artificial intelligence chipmaker Cerebras Systems Inc. today announced it has trained and now released seven GPT-based large language models …

7/ Cerebras CS-2s on the cloud are available today. You can train a model from scratch or fine tune your model of choice. It's faster than procuring a cluster from AWS! https://www.cerebras.net/...
2023-03-29 View on X
SiliconANGLE

Cerebras open sources seven GPT-based LLMs, ranging from 111M to 13B parameters and trained using its Andromeda supercomputer for AI, on GitHub and Hugging Face

Artificial intelligence chipmaker Cerebras Systems Inc. today announced it has trained and now released seven GPT-based large language models …

2022-07-27
Every social media company other than Facebook is trading below its IPO price. https://twitter.com/...
2022-07-27 View on X
CNBC

Responding to criticism, Adam Mosseri says Instagram's full-screen feed is “a test” that is “not yet good” and that the app has to lean into the shift to video

2021-12-18
I am surprised at how strongly the PC gaming community is anti-NFT. They give many reasons why but I suspect the real reason is that they view it as 1) a money grab 2) a distraction from the core game mechanic. https://twitter.com/...
2021-12-18 View on X
Kotaku

GSC Game World decides to “cancel anything NFT-related” in its game Stalker 2 after fans criticize its plans for in-game NFTs in partnership with DMarket

It hasn't been a great week for the GSC Game World team  —  STALKER 2 developers GSC Game World announced yesterday that they'd be adding NFTs to the game.