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VOICE ARCHIVE

@josephjacks_

@josephjacks_
57 posts
2026-01-07
xAI : 3 years old. Raised $40B. > 600M users. > 60% owned and controlled by Elon. Anthropic : 5 years old. Raised $40B. < 100M users. < 10% owned by founders.
2026-01-07 View on X
xAI

xAI raised a $20B Series E, exceeding its $15B targeted round size, with participation from Valor, Nvidia, and others, and says Grok 5 is currently in training

xAI is rapidly accelerating its progress in building advanced AI.  —  xAI completed its upsized Series E funding round …

2025-12-26
If NVIDIA implements Groq properly, and they have a stunningly great M&A integration history, it will result in trillions of additional market cap given the worlds insatiable demand for faster AI inference. This reminds me of NVIDIA's purchase of Mellanox in 2019 ($6.9B, also
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...

Huge. Jensen buys @GroqInc for $20B cash.. @chamath clears > $1B net on the initial seed / A money they invested at $30M Val in 2016. 150X after dilution. Congrats to @JonathanRoss321 and team. Very bullish for NVIDIA to own this...
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...

Overly simplistic take from Groq competitor.
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 …

Overly simplistic take from Groq competitor.
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...

Huge. Jensen buys @GroqInc for $20B cash.. @chamath clears > $1B net on the initial seed / A money they invested at $30M Val in 2016. 150X after dilution. Congrats to @JonathanRoss321 and team. Very bullish for NVIDIA to own this...
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 …

If NVIDIA implements Groq properly, and they have a stunningly great M&A integration history, it will result in trillions of additional market cap given the worlds insatiable demand for faster AI inference. This reminds me of NVIDIA's purchase of Mellanox in 2019 ($6.9B, also
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
Overly simplistic take from Groq competitor.
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 …

Huge. Jensen buys @GroqInc for $20B cash.. @chamath clears > $1B net on the initial seed / A money they invested at $30M Val in 2016. 150X after dilution. Congrats to @JonathanRoss321 and team. Very bullish for NVIDIA to own this...
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 …

If NVIDIA implements Groq properly, and they have a stunningly great M&A integration history, it will result in trillions of additional market cap given the worlds insatiable demand for faster AI inference. This reminds me of NVIDIA's purchase of Mellanox in 2019 ($6.9B, also
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 …

2025-12-08
Bravo. Including Red Hat, this will bring @ArvindKrishna's total commercial open source acquisition investments to > $50B since taking the reins. Over the same 5 ~ year period, $IBM market cap went from $95B to nearly $300B. 👏🏼
2025-12-08 View on X
Wall Street Journal

IBM agrees to acquire data streaming software maker Confluent for ~$11B in cash, above its ~$8B market value as of its December 5 close, paying $31 per share

Confluent shares surged more than 25% in premarket trading Monday, while IBM's fell slightly.

2025-11-08
Of course Sam lied (he does that for breakfast)... The reality is that China is ahead because they've systematically been doing government-accelerated (funded, subsidized, money printed, etc) technology innovation at gargantuan scale for decades now.
2025-11-08 View on X
Bloomberg

In a letter on October 27, OpenAI asked the Trump administration to expand a 35% Chips Act tax credit to help lower the cost of AI infrastructure

OpenAI has asked the Trump administration to revamp a Chips Act tax credit to help lower the cost of artificial intelligence infrastructure …

2025-10-18
“RL is terrible"is so catchy and so wrong. Simultaneously reveals a total lack of understanding of what @RichardSSutton codified and yet sets on fire the excitement of so many jaded by this acronyms misuse.
2025-10-18 View on X
Dwarkesh Podcast

Q&A with Andrej Karpathy on AGI still being a decade away, why reinforcement learning is terrible, superintelligence, his AI education startup Eureka, and more

AGI is still a decade away (via) Extremely high signal 2 hour 25 minute (! … X: Ashpreet Bedi / @ashpreetbedi : This is exactly why we recommend keeping it simple and focusing on c...

2025-06-20
When your CEO can be bought but your CTO cannot .. you don't have a real CEO.
2025-06-20 View on X
CNBC

Sources: Meta tried to acquire Safe Superintelligence earlier in 2025; after Ilya Sutskever rebuffed the offer, Zuckerberg moved to recruit SSI CEO Daniel Gross

When Meta CEO Mark Zuckerberg poached Scale AI founder Alexandr Wang last week as part of a $14.3 billion investment …

@danprimack They do. The LP is Meta balance sheet. The GP is Zuck.
2025-06-20 View on X
CNBC

Sources: Meta tried to acquire Safe Superintelligence earlier in 2025; after Ilya Sutskever rebuffed the offer, Zuckerberg moved to recruit SSI CEO Daniel Gross

When Meta CEO Mark Zuckerberg poached Scale AI founder Alexandr Wang last week as part of a $14.3 billion investment …

2025-05-06
Still not open. Still paternalistic. Still censored. Still centralized. Still for the enrichment of the few.
2025-05-06 View on X
TechCrunch

OpenAI backtracks and says its nonprofit will remain in control of its business operations, after a “constructive dialogue” with civic leaders and DE and CA AGs

so it's making a change Aaron McDade / Yahoo Finance : OpenAI Scraps For-Profit Plans New York Times : The Stakes for OpenAI's Plan B The Irish Times : OpenAI ditches plan to conve...

Still not open. Still paternalistic. Still censored. Still centralized. Still for the enrichment of the few.
2025-05-06 View on X
Bloomberg

Sources: Microsoft remains the biggest holdout among investors in OpenAI's restructuring, seeking assurance that the changes will protect its $13.75B investment

After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company …

2025-03-14
OpenAI definitely doesn't distill. OpenAI definitely doesn't train on copyrighted data. OpenAI definitely doesn't want to ban competition. OpenAI definitely wants what's best for humanity. OpenAI is the best AI and the most aligned AI and everything is awesome.
2025-03-14 View on X
TechCrunch

OpenAI calls DeepSeek “state-controlled” and recommends that the US ban “PRC-produced equipment and models that violate user privacy and create security risks”

https://techcrunch.com/... Threads: Vishvanand Subramanian / @vishvanands : trying hard to steelman this position from openai but unless it's possible to hide malware in the model ...

OpenAI definitely doesn't distill. OpenAI definitely doesn't train on copyrighted data. OpenAI definitely doesn't want to ban competition. OpenAI definitely wants what's best for humanity. OpenAI is the best AI and the most aligned AI and everything is awesome.
2025-03-14 View on X
TechCrunch

Google releases its proposal for the White House's AI Action Plan, arguing that “fair use and text-and-data mining exceptions” are “critical” to AI development

Google, following on the heels of OpenAI, published a policy proposal in response to the Trump Administration's call for a national “AI Action Plan.”

2025-03-08
🇨🇳 💸 👀 Woah. China just created a $140 Billion ~ national VC fund to invest in next-gen tech startups... This is smart and US should absolutely do this — and @DavidSacks would be a good person to lead that initiative given his skills.
2025-03-08 View on X
CNN

China plans a “state venture capital guidance fund”, expected to attract ~$138B over 20 years from local governments and private sector, to support AI and more

Hong Kong CNN —  Fresh off the global success of DeepSeek's latest artificial intelligence reasoning model …