正在加载视频...

视频加载失败

Here is a conversation between myself and Groq Inc founder Jonathan Ross at the RAISE AI Conference last week in Paris. Some very good tidbits in here - especially for all the Nvidia bulls. Change is slow...then all at once.

421,284 次观看 • 2 年前 •via X (Twitter)

10 条评论

Dr. Parik Patel, BA, CFA, ACCA Esq. 的头像
Dr. Parik Patel, BA, CFA, ACCA Esq.2 年前

@GroqInc @JonathanRoss321 @dieworkwear pls evaluate my son’s suit

virat 的头像
virat2 年前

@GroqInc @JonathanRoss321 As a developer, I’ve been consistently testing models and providers. Groq is in its own tier:

Gabriele 的头像
Gabriele2 年前

@GroqInc @JonathanRoss321 Woah how have I not heard of @JonathanRoss321 and @GroqInc before. Taking on Nivida with 14nm architecture that’s awesome. Hope you win or at least challenge the monopoly.

Michael Tastad 的头像
Michael Tastad2 年前

@GroqInc @JonathanRoss321 Ya I am starting to think this Groq play might be bigger for Chamath than Facebook. Crazy to say out loud. But very well could be true!

Newtonian 的头像
Newtonian2 年前

@GroqInc @JonathanRoss321 Was looking forward to listening to this one 🔥

Hans C Nelson 🗽 的头像
Hans C Nelson 🗽2 年前

@GroqInc @JonathanRoss321 @TickerSymbolYOU I think we’re going to have to discuss the implications here…

MyGoodLife21 的头像
MyGoodLife212 年前

@GroqInc @JonathanRoss321 When’s the SPAC? Actually this sounds like one I’d be interested in buying

Kevin McCormick 的头像
Kevin McCormick2 年前

@GroqInc @JonathanRoss321 Who is making the custom LPU chips for Groq?

BankCard 的头像
BankCard2 年前

@GroqInc @JonathanRoss321 Absolutely! This conversation is pure gold for anyone invested in the future of AI. Thanks for sharing, @chamath! #Nvidia #AI #RAISE

dill 的头像
dill2 年前

@GroqInc @JonathanRoss321 Amazing talk!

相关视频

On Friday, I hosted a Space with Jonathan Ross, the founder and CEO of Groq Inc - a company I invested in that is building custom chips for AI inference. Jonathan, a former high-school dropout, entered the chip industry while working on ad optimization at Google’s New York office. Jonathan overheard the speech recognition team complaining that they couldn't get enough compute. These were the early days of AI, and machine learning wasn’t really a thing yet. So he asked for some budget from Google and started putting together a chip-based machine learning accelerator for them. During the day, Jonathan would work in the normal ads part of the business, and at night, he would work with the accelerator team. After winning approval from Google, Jonathan and his team built a new chip called the Tensor Processing Unit, and began deploying it across Google’s data centers within a year. The TPU was a huge success within Google, eventually underpinning more than 50% of all of Google’s compute power. When the other hyper-scalers learned of this success, they tried to hire Jonathan to build custom chips for them too. During this process, it became increasingly clear to Jonathan that a gap would emerge between companies that had access to next-gen compute and companies that didn’t. So he founded Groq and set out to build a chip that would be available to everyone. I led Groq’s founding investment in 2016, and since then, Jonathan and his team have developed several types of AI hardware including the Language Processing Unit (LPU), a new type of silicon that is hyper-efficient at running inference for LLMs. In our conversation on Friday, we discussed the founding story of Groq, what you need for great AI hardware, large language models, and some of the implications for the key players in AI. It’s one of the most interesting conversations I’ve had on AI with a lot of learnings. You can listen to our conversation below:

Chamath Palihapitiya

326,663 次观看 • 2 年前

Nvidia just made its biggest acquisition ever... A small startup. On Christmas Eve. While everyone was distracted. The startup is Groq. They make AI chips that run faster than Nvidia's. In September, Groq raised $750 million at a $6.9 billion valuation. Investors included BlackRock, Samsung, Cisco, and Donald Trump Jr.'s fund 1789 Capital. Yesterday, Nvidia paid $20 billion for them. That's a 3x markup in 90 days. Trump Jr. just made a fortune overnight. But the money isn't even the craziest part... Nvidia dominates AI chips. They have 90%+ market share. All of big tech depends on them. So why would they pay 3X for a tiny competitor? Let me explain: Groq was building inference chips that threatened Nvidia's monopoly. Faster processing. Lower costs. Better architecture. If Groq succeeded, they'd crack open the market. So Nvidia did what monopolies always do: bought them before they became a threat. They're buying silence - not innovation. And this isn't a one-off. In September, Nvidia spent $900 million on Enfabrica, another AI chip startup. Same playbook. They committed $100 billion to OpenAI with a requirement that OpenAI deploy 10 gigawatts of Nvidia products. Now $20 billion for Groq. Nvidia isn't competing anymore. They're consolidating. They're using their cash pile to swallow every potential rival before they grow. The founder and CEO of Groq, Jonathan Ross, is joining Nvidia. So is the president and the entire leadership team. Groq's cloud business will keep running independently. But the tech, the IP, the competitive advantage? All Nvidia's now. This is the largest acquisition Nvidia has EVER made. Their previous record was $7 billion for Mellanox in 2019. They just tripled that. And nobody's questioning why. Everyone's celebrating "innovation" and "consolidation" and "strategic partnerships." But what actually happened is this: Nvidia looked at the one company that could challenge their monopoly and paid whatever it took to kill them. $20 billion is cheap insurance when you're worth trillions. The only question left is who's next.

Ricardo

224,264 次观看 • 7 个月前