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MECHANICS TRAINING V4 📝 Code: 8135-1582-8472 Advanced aim, piece control, peek & edit training! #UEFN

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Raider464

111,051 subscribers

409,361 次观看 • 2 年前 •via X (Twitter)

科学技术游戏#UEFN
LIVE

Anya Rossi• Live Now

Private livecam show

10 条评论

Raider464 的头像
Raider4642 年前

likes & retweets are appreciated 💙 worked very hard on this

Setty 的头像
Setty2 年前

goat

Martoz 的头像
Martoz2 年前

This looks insane

Raider464 的头像
Raider4642 年前

thanks 💙

Jivan 的头像
Jivan2 年前

Awesome map brother!

Raider464 的头像
Raider4642 年前

thanks 💙💙

KenBeans 的头像
KenBeans2 年前

The goat

Raider464 的头像
Raider4642 年前

💙

Xen Plalism 的头像
Xen Plalism2 年前

Raider is so rich bro 😭

VortexM 的头像
VortexM2 年前

Finally I can stream jt

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MECHANICS TRAINING V5 🎯 Code: 2424-4344-7824 Improve your aim, edits, piece control, peeks, movement and more! 📈 #UEFN Fortnite Developers
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🤖 New paper: MobileVLA-R1 A unified VLA system that brings real reasoning + continuous control to quadruped robots. CoT dataset, 2-stage training, real-world deployment. 📄paper & code & demo:

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128,180 次观看 • 1 年前

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RoboHub🤖

63,085 次观看 • 6 个月前

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Announcing DreamDojo: our open-source, interactive world model that takes robot motor controls and generates the future in pixels. No engine, no meshes, no hand-authored dynamics. It's Simulation 2.0. Time for robotics to take the bitter lesson pill. Real-world robot learning is bottlenecked by time, wear, safety, and resets. If we want Physical AI to move at pretraining speed, we need a simulator that adapts to pretraining scale with as little human engineering as possible. Our key insights: (1) human egocentric videos are a scalable source of first-person physics; (2) latent actions make them "robot-readable" across different hardware; (3) real-time inference unlocks live teleop, policy eval, and test-time planning *inside* a dream. We pre-train on 44K hours of human videos: cheap, abundant, and collected with zero robot-in-the-loop. Humans have already explored the combinatorics: we grasp, pour, fold, assemble, fail, retry—across cluttered scenes, shifting viewpoints, changing light, and hour-long task chains—at a scale no robot fleet could match. The missing piece: these videos have no action labels. So we introduce latent actions: a unified representation inferred directly from videos that captures "what changed between world states" without knowing the underlying hardware. This lets us train on any first-person video as if it came with motor commands attached. As a result, DreamDojo generalizes zero-shot to objects and environments never seen in any robot training set, because humans saw them first. Next, we post-train onto each robot to fit its specific hardware. Think of it as separating "how the world looks and behaves" from "how this particular robot actuates." The base model follows the general physical rules, then "snaps onto" the robot's unique mechanics. It's kind of like loading a new character and scene assets into Unreal Engine, but done through gradient descent and generalizes far beyond the post-training dataset. A world simulator is only useful if it runs fast enough to close the loop. We train a real-time version of DreamDojo that runs at 10 FPS, stable for over a minute of continuous rollout. This unlocks exciting possibilities: - Live teleoperation *inside* a dream. Connect a VR controller, stream actions into DreamDojo, and teleop a virtual robot in real time. We demo this on Unitree G1 with a PICO headset and one RTX 5090. - Policy evaluation. You can benchmark a policy checkpoint in DreamDojo instead of the real world. The simulated success rates strongly correlate with real-world results - accurate enough to rank checkpoints without burning a single motor. - Model-based planning. Sample multiple action proposals → simulate them all in parallel → pick the best future. Gains +17% real-world success out of the box on a fruit packing task. We open-source everything!! Weights, code, post-training dataset, eval set, and whitepaper with tons of details to reproduce. DreamDojo is based on NVIDIA Cosmos, which is open-weight too. 2026 is the year of World Models for physical AI. We want you to build with us. Happy scaling! Links in thread:

Jim Fan

226,180 次观看 • 5 个月前

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1:22

Introducing Neural Capture Version 2 on CorOS 3.3.0 and NanOS 2.2.0 - available now! Neural Capture Version 2 is a new cloud-trained version of Neural Capture that delivers higher resolution, greater realism, and improved dynamic response. By shifting the training process to Cortex Cloud, Capture V2 uses a more advanced algorithm that can model complex analog behavior beyond what is possible with on-device processing. Capture V2 brings major improvements to devices that rely heavily on touch and dynamics. These devices are notoriously difficult to capture accurately, making V2 the most authentic solution on the market for reproducing the dynamic cleanup behavior of a vintage fuzz, the natural bloom of a sagging power amp, and the fast transient response of a studio compressor. V2 Capture creation is currently available only on Quad Cortex. NanOS 2.2.0 introduces the Capture 2 Player, which lets Nano Cortex load and play V2 Captures created on Quad Cortex. Support for creating V2 Captures directly on Nano Cortex is under development. CorOS 3.3.0 🔥 Neural Capture Version 2 🔥 669 V2 Captures across 41 devices 🔥 29 new virtual devices: ⚙️⚙️ Dumbbell ODS (Dumble® Overdrive Special®) ⚙️⚙️ 17 Cabs ⚙️⚙️ Mono Synth ⚙️⚙️ Micro Processor (ST) (Eventide® Micropitch Delay®) ⚙️⚙️ Pattern Tremolo ⚙️⚙️ Bit-Crusher Engine (M) ⚙️⚙️ Bit-Crusher (ST) ⚙️⚙️ Phase-Locked Loop (EarthQuaker Devices® Data Corrupter®) ⚙️⚙️ 81 Creations Drive (1981 Inventions® DRV®) ⚙️⚙️ Aggi Sub Octaver (Aguilar® Octamizer®) ⚙️⚙️ Spring Reverb Engine (M) ⚙️⚙️ Spring Reverb Engine (ST) ⚙️⚙️ Auto Wah 🔥 Several quality of life improvements Cortex Control 1.4.0 Cortex Control has been updated to support CorOS 3.3.0. To create a Neural Capture V2, you need the latest versions of CorOS and Cortex Control. NanOS 2.2.0 🔥 Neural Capture Version 2 🔥 669 V2 Captures across 41 devices (downloadable from the official Neural DSP Cortex Cloud profile) 🔥 Cortex Cloud offline mode 🔥 Automatic Sum to Mono 🔥 Tremolo 🔥 Capture auditioning 🔥 Cloud backups Read everything about this huge update here: 🗞️

Neural DSP

36,094 次观看 • 8 个月前

💡 Innovation isn’t an idea — it’s action. At T-Mobile Business Innovate25, we saw bold thinking brought to life — organizations using great connectivity to deliver measurable impact and shared value for people, businesses and communities alike. The Innovate Awards honored changemakers redefining what’s possible with T-Mobile 5G Advanced Network Solutions — from smarter cities and protecting public health, to connected campuses and serving safer communities. With my own passion for fostering innovation that encapsulates 'Tech For Good' here are some of my highlights from this years fantastic winners! 🏆 A few of my standouts: 💡South Walton Mosquito Control District (SWMCD) — Protecting public #health from the air. Using T-Mobile-powered #drones and #data , the team has cut mosquito treatment times by up to 75%, whilst also reducing fuel and chemical use, and protecting Florida’s delicate ecosystems. This really highlights how even small public agencies can lead the way in tech-for-good innovation, earning the 🎯 Tipping Point award (selected by Malcolm Gladwell). 💡Metropolitan Family Services (MFS) — Building #safer #communities through connectivity. The MFS Crisis Prevention and Response Unit (CPRU) uses T-Mobile’s reliable network to coordinate peacekeepers across Chicago — helping achieve a 40% drop in shootings and a 32.7% reduction in homicides while strengthening community trust and youth engagement 💡University of Nevada, Las Vegas (UNLV) — Turning the kitchen into a living laboratory for hospitality. Partnering with Hard Rock and T-Mobile, UNLV’s Advanced Technology Kitchen Lab is blending #5G #AI and #Robotics to reduce order times by 28%, cut energy use by 20%, and raise guest satisfaction by 25% — all whilst training the next generation of tech-enabled #hospitality leaders 🌍 These winners show what happens when bold ideas meet real connection. Innovation doesn’t just happen — it’s built through action, purpose, and partnership. 🔗 Explore all the Innovate25 Award winners here: Innovate25 | T-Mobile for Business Partner | 5G Many thanks, Sally #TechForGood #DigitalTransformation #Innovation #Connectivity #Telco Evan Kirstel #B2B #TechFluencer Brian Ahier 💙 #TechForGood 💙 Aditya Patro #CES2026 Lionel Costes Sahba Ferdowsi DO (conciergedoc) #RaviVisvesvarayaSharadaPrasad #Telecom #InfoTech ipfconline Timo Vitikainen Domingo Narvaez #RaviVisvesvarayaSharadaPrasad #Telecom #InfoTech_biz TAEVision Mechanics Fati Sule TechNative Rob May #TechWithPurpose Dinis Guarda The Security Transformation Research Foundation Portman Partners JC Gaillard Mack arlene newbigging Greg Valancius Smaksked Skåne AB 🌐smaksked.bsky.social Elitsa Krumova Eric Gaubert Laurent Alaus
1:01

💡 Innovation isn’t an idea — it’s action. At T-Mobile Business Innovate25, we saw bold thinking brought to life — organizations using great connectivity to deliver measurable impact and shared value for people, businesses and communities alike. The Innovate Awards honored changemakers redefining what’s possible with T-Mobile 5G Advanced Network Solutions — from smarter cities and protecting public health, to connected campuses and serving safer communities. With my own passion for fostering innovation that encapsulates 'Tech For Good' here are some of my highlights from this years fantastic winners! 🏆 A few of my standouts: 💡South Walton Mosquito Control District (SWMCD) — Protecting public #health from the air. Using T-Mobile-powered #drones and #data , the team has cut mosquito treatment times by up to 75%, whilst also reducing fuel and chemical use, and protecting Florida’s delicate ecosystems. This really highlights how even small public agencies can lead the way in tech-for-good innovation, earning the 🎯 Tipping Point award (selected by Malcolm Gladwell). 💡Metropolitan Family Services (MFS) — Building #safer #communities through connectivity. The MFS Crisis Prevention and Response Unit (CPRU) uses T-Mobile’s reliable network to coordinate peacekeepers across Chicago — helping achieve a 40% drop in shootings and a 32.7% reduction in homicides while strengthening community trust and youth engagement 💡University of Nevada, Las Vegas (UNLV) — Turning the kitchen into a living laboratory for hospitality. Partnering with Hard Rock and T-Mobile, UNLV’s Advanced Technology Kitchen Lab is blending #5G #AI and #Robotics to reduce order times by 28%, cut energy use by 20%, and raise guest satisfaction by 25% — all whilst training the next generation of tech-enabled #hospitality leaders 🌍 These winners show what happens when bold ideas meet real connection. Innovation doesn’t just happen — it’s built through action, purpose, and partnership. 🔗 Explore all the Innovate25 Award winners here: Innovate25 | T-Mobile for Business Partner | 5G Many thanks, Sally #TechForGood #DigitalTransformation #Innovation #Connectivity #Telco Evan Kirstel #B2B #TechFluencer Brian Ahier 💙 #TechForGood 💙 Aditya Patro #CES2026 Lionel Costes Sahba Ferdowsi DO (conciergedoc) #RaviVisvesvarayaSharadaPrasad #Telecom #InfoTech ipfconline Timo Vitikainen Domingo Narvaez #RaviVisvesvarayaSharadaPrasad #Telecom #InfoTech_biz TAEVision Mechanics Fati Sule TechNative Rob May #TechWithPurpose Dinis Guarda The Security Transformation Research Foundation Portman Partners JC Gaillard Mack arlene newbigging Greg Valancius Smaksked Skåne AB 🌐smaksked.bsky.social Elitsa Krumova Eric Gaubert Laurent Alaus

Sen. Sally Eaves

16,852 次观看 • 9 个月前

OpenLedger X Morpheus The partnership of openledger with Morpheus enables Use Morpheus to build "The Autonomous Smart Contract Engineer" on top of OpenLedger. What is Morpheus? Morpheus is a Web3-native AI coding agent that turns natural language into executable smart contracts and full-stack dApps. It is powered by a specialized Solidity model built on top of OpenLedger, tailored for the unique demands of secure and efficient onchain development. It goes beyond code generation. Using fine-tuned models, agent-based architecture, and modular plugin support, Morpheus automates the entire development pipeline-from writing and simulating contracts to deploying and maintaining them. Its mission is to reduce the barrier to dApp creation while enabling autonomous agents and individuals to participate in decentralized economies. Why OpenLedger? The rise of AI agents in Web3 raises urgent questions around transparency, attribution, explainability, and contributor incentives. OpenLedger provides the infrastructure to ensure that contributor data used in model outputs is recorded with verifiable attribution. Through Proof of Attribution, contributors-whether they provide prompts, datasets, or logic refinements-can receive credit and rewards when their work influences model behavior. But attribution alone isn’t enough. In critical domains like smart contract deployment, DeFi automation, and DAO governance, understanding why a model made a decision is just as important as the output itself. OpenLedger supports explainability by linking outputs back to their original data sources-allowing developers and auditors to trace logic, validate decisions, and build trust in AI-powered systems. OpenLedger supports Morpheus by: Recording which data was used in generating model outputs Enabling verifiable attribution of contributed datasets Powering reward mechanisms for contributors Offering scalable and efficient model execution via OpenLoRA Supporting transparency and traceability in model decision-making This creates an open, rewardable foundation for AI-driven coding-without relying on opaque systems. How is the system built? The Morpheus architecture has three layers: Datanet Layer OpenLedger powers Morpheus with a specialized Datanet - a decentralized data layer where developers, auditors, and contributors can share smart contract patterns, audit logs, exploit reports, and logic modules. Each submission is recorded onchain with attribution using OpenLedger’s Proof of Attribution. As the model learns and evolves from this data, contributors receive rewards proportional to their impact on future outputs. The Morpheus architecture has two layers: Intent Layer Users describe what they want to build. Example: "Create a token with tax logic that routes to a DAO." Morpheus parses the instruction, retrieves relevant contract types, and plans a modular execution flow. Agent Layer The agent generates, tests, and assembles the contract. It handles versioning, logic validation, and deployment readiness. Security checks-reentrancy protection, overflow control, gas modeling-are embedded into the generation phase. Generated outputs are mapped to their source data using OpenLedger’s Proof of Attribution, providing traceability across the pipeline. How does the AI model work? Morpheus is being powered by a specialized Solidity model built on top of OpenLedger. This model is purpose-built to handle the nuances of smart contract logic, security, and upgradeability. Unlike generalized coding agents, it is designed specifically for EVM environments and Web3 use cases, drawing from real protocol data and security best practices. Morpheus is fine-tuned on a vertical stack of smart contract data: Audited protocol code (e.g., Uniswap V4, Compound) OpenZeppelin libraries and EIP reference implementations Smart contract vulnerability reports and exploit reconstructions Edge cases from fuzz testing and adversarial examples It uses models like CodeLlama and DeepSeek-Coder, enhanced through RAG pipelines referencing standardized security patterns and emerging protocol designs. This training stack is integrated into a continuous feedback loop, enabling real-time specialization for EVM and beyond. Why a specialized model is needed? Smart contract development is uniquely high-stakes. A generalized AI model is not enough. As 'vibe coding' and natural language programming become more common, we're seeing an influx of AI-generated code in Web3 as well. But smart contracts are not frontends or prototypes-they govern real value, enforce trustless execution, and often become immutable after deployment. Billions have been lost in Web3 due to bugs and inefficiencies: In 2022 alone, over $3.8 billion was stolen due to smart contract exploits, many of which stemmed from avoidable issues like reentrancy, integer overflows, or access control failures. Inefficient contract structures lead to unnecessary gas consumption. Optimizing for gas can reduce costs by up to 40%, saving projects millions over time. Upgradeable contract patterns, like UUPS or Transparent Proxies, require strict adherence to storage layout and initialization rules. Mistakes here often go undetected by generic models and can render a contract unupgradeable or vulnerable. A specialized Solidity model is trained on real-world exploits, EIP standards, and libraries like OpenZeppelin to: Generate secure, gas-efficient code by default Recognize and correctly implement complex proxy patterns Map user intent to modular, auditable contract architectures Incorporate battle-tested logic from audited protocols and fuzz-tested edge cases Morpheus goes beyond syntax-it understands the nuances of decentralized infrastructure and deploys code that meets production-grade standards. What applications will this enable Token creation with built-in logic (tax, liquidity, governance) DeFi automations triggered by market conditions Payment contracts between agents and contributors DAO tooling with dynamic NFT-based voting Cross-chain bridging logic tied to real-world oracles Asset issuance flows through chat-based interfaces Natural language contract templates with reusable logic Each of these flows is backed by OpenLedger’s Proof of Attribution-ensuring traceability, explainability, and fair rewards across the ecosystem. This is the future of AI-native development. Open. Attributed. Explainable. Community-powered. Morpheus and OpenLedger are building the first system for autonomous coding agents where: Contributor work is recorded onchain Reuse is incentivized through attribution Model outputs are traceable and explainable Contracts evolve through human-agent collaboration Anyone can contribute prompts, logic, or flows-and get rewarded The smart contract engineer is no longer a human-only role. It is an agentic, decentralized, and transparent process-powered by OpenLedger.
0:28

OpenLedger X Morpheus The partnership of openledger with Morpheus enables Use Morpheus to build "The Autonomous Smart Contract Engineer" on top of OpenLedger. What is Morpheus? Morpheus is a Web3-native AI coding agent that turns natural language into executable smart contracts and full-stack dApps. It is powered by a specialized Solidity model built on top of OpenLedger, tailored for the unique demands of secure and efficient onchain development. It goes beyond code generation. Using fine-tuned models, agent-based architecture, and modular plugin support, Morpheus automates the entire development pipeline-from writing and simulating contracts to deploying and maintaining them. Its mission is to reduce the barrier to dApp creation while enabling autonomous agents and individuals to participate in decentralized economies. Why OpenLedger? The rise of AI agents in Web3 raises urgent questions around transparency, attribution, explainability, and contributor incentives. OpenLedger provides the infrastructure to ensure that contributor data used in model outputs is recorded with verifiable attribution. Through Proof of Attribution, contributors-whether they provide prompts, datasets, or logic refinements-can receive credit and rewards when their work influences model behavior. But attribution alone isn’t enough. In critical domains like smart contract deployment, DeFi automation, and DAO governance, understanding why a model made a decision is just as important as the output itself. OpenLedger supports explainability by linking outputs back to their original data sources-allowing developers and auditors to trace logic, validate decisions, and build trust in AI-powered systems. OpenLedger supports Morpheus by: Recording which data was used in generating model outputs Enabling verifiable attribution of contributed datasets Powering reward mechanisms for contributors Offering scalable and efficient model execution via OpenLoRA Supporting transparency and traceability in model decision-making This creates an open, rewardable foundation for AI-driven coding-without relying on opaque systems. How is the system built? The Morpheus architecture has three layers: Datanet Layer OpenLedger powers Morpheus with a specialized Datanet - a decentralized data layer where developers, auditors, and contributors can share smart contract patterns, audit logs, exploit reports, and logic modules. Each submission is recorded onchain with attribution using OpenLedger’s Proof of Attribution. As the model learns and evolves from this data, contributors receive rewards proportional to their impact on future outputs. The Morpheus architecture has two layers: Intent Layer Users describe what they want to build. Example: "Create a token with tax logic that routes to a DAO." Morpheus parses the instruction, retrieves relevant contract types, and plans a modular execution flow. Agent Layer The agent generates, tests, and assembles the contract. It handles versioning, logic validation, and deployment readiness. Security checks-reentrancy protection, overflow control, gas modeling-are embedded into the generation phase. Generated outputs are mapped to their source data using OpenLedger’s Proof of Attribution, providing traceability across the pipeline. How does the AI model work? Morpheus is being powered by a specialized Solidity model built on top of OpenLedger. This model is purpose-built to handle the nuances of smart contract logic, security, and upgradeability. Unlike generalized coding agents, it is designed specifically for EVM environments and Web3 use cases, drawing from real protocol data and security best practices. Morpheus is fine-tuned on a vertical stack of smart contract data: Audited protocol code (e.g., Uniswap V4, Compound) OpenZeppelin libraries and EIP reference implementations Smart contract vulnerability reports and exploit reconstructions Edge cases from fuzz testing and adversarial examples It uses models like CodeLlama and DeepSeek-Coder, enhanced through RAG pipelines referencing standardized security patterns and emerging protocol designs. This training stack is integrated into a continuous feedback loop, enabling real-time specialization for EVM and beyond. Why a specialized model is needed? Smart contract development is uniquely high-stakes. A generalized AI model is not enough. As 'vibe coding' and natural language programming become more common, we're seeing an influx of AI-generated code in Web3 as well. But smart contracts are not frontends or prototypes-they govern real value, enforce trustless execution, and often become immutable after deployment. Billions have been lost in Web3 due to bugs and inefficiencies: In 2022 alone, over $3.8 billion was stolen due to smart contract exploits, many of which stemmed from avoidable issues like reentrancy, integer overflows, or access control failures. Inefficient contract structures lead to unnecessary gas consumption. Optimizing for gas can reduce costs by up to 40%, saving projects millions over time. Upgradeable contract patterns, like UUPS or Transparent Proxies, require strict adherence to storage layout and initialization rules. Mistakes here often go undetected by generic models and can render a contract unupgradeable or vulnerable. A specialized Solidity model is trained on real-world exploits, EIP standards, and libraries like OpenZeppelin to: Generate secure, gas-efficient code by default Recognize and correctly implement complex proxy patterns Map user intent to modular, auditable contract architectures Incorporate battle-tested logic from audited protocols and fuzz-tested edge cases Morpheus goes beyond syntax-it understands the nuances of decentralized infrastructure and deploys code that meets production-grade standards. What applications will this enable Token creation with built-in logic (tax, liquidity, governance) DeFi automations triggered by market conditions Payment contracts between agents and contributors DAO tooling with dynamic NFT-based voting Cross-chain bridging logic tied to real-world oracles Asset issuance flows through chat-based interfaces Natural language contract templates with reusable logic Each of these flows is backed by OpenLedger’s Proof of Attribution-ensuring traceability, explainability, and fair rewards across the ecosystem. This is the future of AI-native development. Open. Attributed. Explainable. Community-powered. Morpheus and OpenLedger are building the first system for autonomous coding agents where: Contributor work is recorded onchain Reuse is incentivized through attribution Model outputs are traceable and explainable Contracts evolve through human-agent collaboration Anyone can contribute prompts, logic, or flows-and get rewarded The smart contract engineer is no longer a human-only role. It is an agentic, decentralized, and transparent process-powered by OpenLedger.

OpenLedger

46,944 次观看 • 1 年前

How is Arbaaz, CEO of making AI models that continue to learn from your business data and continue to grow? He is working with car dealerships now, but growing to other businesses soon. Here is what Grok says you will learn from this video: +++++ By watching this podcast episode, viewers will gain insights into how AI is being practically applied in business, particularly in niche industries like car dealerships, while also exploring broader AI concepts, challenges, and future implications. Here's a breakdown of the main takeaways: AI Customization for Businesses: Learn how Polycom Computing builds specialized AI models that continuously train on a company's real-time data and workflows, acting as "companions" rather than generic tools. This contrasts with foundational models from companies like OpenAI or Anthropic, which struggle to adapt to specific "worlds" without losing efficiency. The focus is on personalization to avoid wasting attention, intelligence, and money. Pivoting AI Strategies for Revenue Growth: Understand the shift from cost-cutting (e.g., automating call centers) to revenue-increasing applications. Urba explains why targeting high-value tasks like sales in car dealerships creates defensible moats, as opposed to commoditized cost reductions. This includes automating complex funnels—from lead submission to financing—while ensuring compliance with regulations and seamless integration with existing teams. Scalable AI Agents in Practice: Discover how AI agents must learn autonomously (e.g., adapting to different CRMs, processes, and preferences across dealerships) to avoid becoming non-scalable consulting services. Key challenges include creating "glue" between humans and AI, avoiding hard-coded rules, and using web actions to integrate siloed software like Dealer Management Systems (DMS). Boosting Sales with AI Techniques: Gain knowledge on tactics like rapid response (replying within 5 minutes boosts conversion 22x), creating natural "disfluencies" (typos, emojis, jokes) for human-like communication, managing after-hours leads, and educating customers without pushing sales. Pilots showed 50% sales increases by handling unanswered leads (70% go ignored), qualifying buyers, and maintaining conversation threads. Multi-Agent Systems and Proactive AI: Explore the difference between reactive Q&A models and proactive agents with agency—they predict, act, and update based on goals. Building these systems reveals bottlenecks (e.g., overwhelming businesses with leads), leading to solutions like AI buying cars or linking sales/service arms. Urba discusses how AI plateaus without personalization, risking model collapse or equilibrium where gains cancel out. Technical Deep Dives into AI Development: Get explanations of advanced concepts like real-time RLHF (Reinforcement Learning from Human Feedback) for continuous improvement, coherence (maintaining logical consistency across outputs), dynamic tokenization for new abstractions, and evaluating models (e.g., avoiding memorization over reasoning, energy limits in scaling). Viewers see a demo of their platform for tasks like quant strategies, presidential analysis, and training runs. Selling and Adopting AI in Traditional Industries: Learn how to pitch AI to non-tech audiences (e.g., car dealers) by focusing on results—more money, fewer bottlenecks, centralized dashboards—rather than jargon. Emphasize empathy: make owners feel smart, reduce reliance on salespeople, and return control via AI-managed customer databases. Broader AI Implications and Misconceptions: Understand why AI won't create a "machine god" that eliminates all jobs—it's bound by physics (e.g., energy needs), expands economies (like the Industrial Revolution), and requires human perspectives for true advantage. AI enhances productivity, creates new roles, and democratizes power, but risks arise from misuse, not inherent agency. Urba stresses proactive defense through widespread AI proficiency. Overall, the episode bridges entrepreneurial stories, technical AI mechanics, and real-world applications, making it valuable for entrepreneurs, AI enthusiasts, and business owners curious about integrating AI without hype. It's a candid look at building scalable, impactful AI beyond buzzwords.
57:31

How is Arbaaz, CEO of making AI models that continue to learn from your business data and continue to grow? He is working with car dealerships now, but growing to other businesses soon. Here is what Grok says you will learn from this video: +++++ By watching this podcast episode, viewers will gain insights into how AI is being practically applied in business, particularly in niche industries like car dealerships, while also exploring broader AI concepts, challenges, and future implications. Here's a breakdown of the main takeaways: AI Customization for Businesses: Learn how Polycom Computing builds specialized AI models that continuously train on a company's real-time data and workflows, acting as "companions" rather than generic tools. This contrasts with foundational models from companies like OpenAI or Anthropic, which struggle to adapt to specific "worlds" without losing efficiency. The focus is on personalization to avoid wasting attention, intelligence, and money. Pivoting AI Strategies for Revenue Growth: Understand the shift from cost-cutting (e.g., automating call centers) to revenue-increasing applications. Urba explains why targeting high-value tasks like sales in car dealerships creates defensible moats, as opposed to commoditized cost reductions. This includes automating complex funnels—from lead submission to financing—while ensuring compliance with regulations and seamless integration with existing teams. Scalable AI Agents in Practice: Discover how AI agents must learn autonomously (e.g., adapting to different CRMs, processes, and preferences across dealerships) to avoid becoming non-scalable consulting services. Key challenges include creating "glue" between humans and AI, avoiding hard-coded rules, and using web actions to integrate siloed software like Dealer Management Systems (DMS). Boosting Sales with AI Techniques: Gain knowledge on tactics like rapid response (replying within 5 minutes boosts conversion 22x), creating natural "disfluencies" (typos, emojis, jokes) for human-like communication, managing after-hours leads, and educating customers without pushing sales. Pilots showed 50% sales increases by handling unanswered leads (70% go ignored), qualifying buyers, and maintaining conversation threads. Multi-Agent Systems and Proactive AI: Explore the difference between reactive Q&A models and proactive agents with agency—they predict, act, and update based on goals. Building these systems reveals bottlenecks (e.g., overwhelming businesses with leads), leading to solutions like AI buying cars or linking sales/service arms. Urba discusses how AI plateaus without personalization, risking model collapse or equilibrium where gains cancel out. Technical Deep Dives into AI Development: Get explanations of advanced concepts like real-time RLHF (Reinforcement Learning from Human Feedback) for continuous improvement, coherence (maintaining logical consistency across outputs), dynamic tokenization for new abstractions, and evaluating models (e.g., avoiding memorization over reasoning, energy limits in scaling). Viewers see a demo of their platform for tasks like quant strategies, presidential analysis, and training runs. Selling and Adopting AI in Traditional Industries: Learn how to pitch AI to non-tech audiences (e.g., car dealers) by focusing on results—more money, fewer bottlenecks, centralized dashboards—rather than jargon. Emphasize empathy: make owners feel smart, reduce reliance on salespeople, and return control via AI-managed customer databases. Broader AI Implications and Misconceptions: Understand why AI won't create a "machine god" that eliminates all jobs—it's bound by physics (e.g., energy needs), expands economies (like the Industrial Revolution), and requires human perspectives for true advantage. AI enhances productivity, creates new roles, and democratizes power, but risks arise from misuse, not inherent agency. Urba stresses proactive defense through widespread AI proficiency. Overall, the episode bridges entrepreneurial stories, technical AI mechanics, and real-world applications, making it valuable for entrepreneurs, AI enthusiasts, and business owners curious about integrating AI without hype. It's a candid look at building scalable, impactful AI beyond buzzwords.

Robert Scoble

59,714 次观看 • 1 年前

I’ve been using GPT-5.6 Sol internally for the past two months, I've spent probably 25+ billion tokens. Here’s my review and comparison to Fable 5: > Let's start with the analogy because everyone seems to be giving theirs - GPT-5.6 is likely the last version of the GPT-5 training run series. It's kind of like an athlete at their peak. Through years of experience in the game, they've become the most reliable player and has the highest game IQ. But, there's no more room to grow. Fable on the other hand, being essentially the first version of a new training run, is the first round draft pick rookie. Raw talent mixed with the energy only a young person would have results in some incredible plays we didn't think possible, but also mistakes due to lack of experience. But that rookie will only improve and likely will be better than the veteran ever was because it's a new game and a new era. > GPT-5.6 is genuinely better at long, sustained work. With /goal, I've had it running complex projects for days with almost no intervention. It built a Minecraft-style game, kept adding features and mobs after the core game worked, and only stopped because I stopped the run. I never felt as though I had to jump in and guide it back to the right path. > It keeps finding useful work when you give it a concrete finish line. I had it recreate Excel with a loop. It inspected the real desktop excel app with Computer Use, comparing that against its own build, and closing the gaps. I stopped it after six days after it had built an incredible amount of functionality. > It's faster than other models in two different ways. The raw generation speed is higher, something OpenAI has been putting effort into. But it also takes a shorter path to solutions. It wanders less, changes less code, and generally knows how to get things done directly. In daily use, it feels about 2-3x times faster than Fable. That's my impression, not a controlled benchmark. The difference is large enough that I notice it constantly. > It works well across a wide range of tasks. I use it for one-line edits, quick questions, browser chores, and multi-day builds without changing my prompting style. Speaking of browser control, its the best ever I've used. To the point where I actually use it often. If a task lives on a website, GPT-5.6 usually opens the browser and does it there instead of asking for an API key or forcing everything through the terminal. When I switched back to GPT-5.5, it went straight to the command line even when the browser was clearly the better tool. > And it can handle real browser work, not just toy demos. During a data import, I had it monitor Supabase and resize instances as the load changed. It stayed on the dashboard, adjusted capacity, and checked the result without an API or a custom script. > I also gave it a full Google Workspace migration. It moved Forward Future from to preserved the old aliases, and configured MX, SPF, and DKIM. Before a consequential save, it stopped, explained exactly what would change, and waited for confirmation. > The reasoning setting matters a lot. Light is good for questions and small edits. High and Extra High are the sweet spots for serious work. Ultra usually takes longer than the extra thinking is worth and burns tokens. > I love that 5.6 is split into 3 sizes. Not only can you control speed and cost that way, but you still also have the thinking effort setting for each of them. Very precise controls. I just wish Codex automatically routed my prompts for me. > Its personality is blunt and a little bland. Claude feels warmer and more natural to talk to. GPT-5.6 is more clinical, but I like that for work. It gives me enough explanation and rarely pads the answer. I usually have to ask Fable to explain things more simply and/or more concise. > Its front-end taste has improved, but the default is predictable. Left alone, it turns websites into PowerPoint decks with huge statements and hard section breaks. The good news is that it takes design direction well and can revise without destroying the parts that already work. > It still makes confident mistakes. I asked it to rebuild parts of a system, and it told me the job was finished. Later, I found out it wasn't. Bits of its internal process also leak into the answer occasionally. > Claude Fable is more naturally autonomous on large, open-ended projects. GPT-5.6 is easier to reach for. I don't need to invent a huge project to justify using it. It works just as well for a small edit or browser chore. > GPT-5.6 is also cheaper. Sol costs $5 per million input tokens and $30 per million output tokens. Fable costs $10 and $50. Cached input is cheaper too. Still, cost per finished task matters more than cost per token. > GPT-5.6 isn't the best at everything, and it still needs supervision. But it generates faster, wanders less, works at almost any scale, and wastes less of my time. It's the model I have the most confidence in to get the job done right the first time. I put together a full breakdown with all the tests, prompts, and examples on a site. You can read it here:
7:46

I’ve been using GPT-5.6 Sol internally for the past two months, I've spent probably 25+ billion tokens. Here’s my review and comparison to Fable 5: > Let's start with the analogy because everyone seems to be giving theirs - GPT-5.6 is likely the last version of the GPT-5 training run series. It's kind of like an athlete at their peak. Through years of experience in the game, they've become the most reliable player and has the highest game IQ. But, there's no more room to grow. Fable on the other hand, being essentially the first version of a new training run, is the first round draft pick rookie. Raw talent mixed with the energy only a young person would have results in some incredible plays we didn't think possible, but also mistakes due to lack of experience. But that rookie will only improve and likely will be better than the veteran ever was because it's a new game and a new era. > GPT-5.6 is genuinely better at long, sustained work. With /goal, I've had it running complex projects for days with almost no intervention. It built a Minecraft-style game, kept adding features and mobs after the core game worked, and only stopped because I stopped the run. I never felt as though I had to jump in and guide it back to the right path. > It keeps finding useful work when you give it a concrete finish line. I had it recreate Excel with a loop. It inspected the real desktop excel app with Computer Use, comparing that against its own build, and closing the gaps. I stopped it after six days after it had built an incredible amount of functionality. > It's faster than other models in two different ways. The raw generation speed is higher, something OpenAI has been putting effort into. But it also takes a shorter path to solutions. It wanders less, changes less code, and generally knows how to get things done directly. In daily use, it feels about 2-3x times faster than Fable. That's my impression, not a controlled benchmark. The difference is large enough that I notice it constantly. > It works well across a wide range of tasks. I use it for one-line edits, quick questions, browser chores, and multi-day builds without changing my prompting style. Speaking of browser control, its the best ever I've used. To the point where I actually use it often. If a task lives on a website, GPT-5.6 usually opens the browser and does it there instead of asking for an API key or forcing everything through the terminal. When I switched back to GPT-5.5, it went straight to the command line even when the browser was clearly the better tool. > And it can handle real browser work, not just toy demos. During a data import, I had it monitor Supabase and resize instances as the load changed. It stayed on the dashboard, adjusted capacity, and checked the result without an API or a custom script. > I also gave it a full Google Workspace migration. It moved Forward Future from to preserved the old aliases, and configured MX, SPF, and DKIM. Before a consequential save, it stopped, explained exactly what would change, and waited for confirmation. > The reasoning setting matters a lot. Light is good for questions and small edits. High and Extra High are the sweet spots for serious work. Ultra usually takes longer than the extra thinking is worth and burns tokens. > I love that 5.6 is split into 3 sizes. Not only can you control speed and cost that way, but you still also have the thinking effort setting for each of them. Very precise controls. I just wish Codex automatically routed my prompts for me. > Its personality is blunt and a little bland. Claude feels warmer and more natural to talk to. GPT-5.6 is more clinical, but I like that for work. It gives me enough explanation and rarely pads the answer. I usually have to ask Fable to explain things more simply and/or more concise. > Its front-end taste has improved, but the default is predictable. Left alone, it turns websites into PowerPoint decks with huge statements and hard section breaks. The good news is that it takes design direction well and can revise without destroying the parts that already work. > It still makes confident mistakes. I asked it to rebuild parts of a system, and it told me the job was finished. Later, I found out it wasn't. Bits of its internal process also leak into the answer occasionally. > Claude Fable is more naturally autonomous on large, open-ended projects. GPT-5.6 is easier to reach for. I don't need to invent a huge project to justify using it. It works just as well for a small edit or browser chore. > GPT-5.6 is also cheaper. Sol costs $5 per million input tokens and $30 per million output tokens. Fable costs $10 and $50. Cached input is cheaper too. Still, cost per finished task matters more than cost per token. > GPT-5.6 isn't the best at everything, and it still needs supervision. But it generates faster, wanders less, works at almost any scale, and wastes less of my time. It's the model I have the most confidence in to get the job done right the first time. I put together a full breakdown with all the tests, prompts, and examples on a site. You can read it here:

Matthew Berman

187,086 次观看 • 1 个月前

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.
10:20

$NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic posture than NVIDIA’s prior M&A pattern, given both the headline size (largest reported NVIDIA acquisition to date) and the unusual carve-out that Groq’s early-stage cloud business would not be included. Public reporting indicates the information originated from Alex Davis, CEO of Disruptive (lead investor in Groq’s latest financing), and that neither NVIDIA nor Groq had issued an immediate confirmation at the time of publication. The same reporting frames the transaction as coming together quickly, only months after Groq raised $750M at a ~$6.9B valuation, and highlights Groq’s positioning as a high-performance inference chip vendor founded by ex-Google TPU engineers. Groq is best understood as a vertically integrated inference acceleration company whose core asset is an application-specific processor optimized for deterministic, low-latency execution of transformer-style workloads, paired with a compiler-led software stack and a distribution layer (GroqCloud) designed to reduce developer friction via OpenAI-compatible APIs and integrations. Groq brands its architecture as a Language Processing Unit (LPU) and consistently emphasizes that the design target is inference, not training. The company’s own architecture description centers on 1-core execution, large on-chip SRAM used as primary storage (explicitly not cache), a custom compiler that statically schedules compute and communication, and direct chip-to-chip connectivity intended to coordinate multi-chip execution without relying on conventional caching hierarchies or dynamic runtime scheduling. The technical premise is a deliberate inversion of the conventional GPU approach. GPUs deliver throughput via massively parallel, multi-core execution with dynamic scheduling, complex memory hierarchies, and heavy reliance on off-chip HBM bandwidth and sophisticated runtime/kernel optimization. Groq instead argues that inference bottlenecks are driven by latency variance (tail latency), synchronization overhead, and memory access unpredictability inherent in dynamically scheduled, cache-heavy architectures, particularly when workloads are latency sensitive and batch sizes cannot be inflated. Groq’s solution is to move “control” into the compiler: the full execution graph and inter-chip communication schedule are computed ahead of time down to clock-cycle granularity, with deterministic execution designed to reduce run-to-run variance. In Groq’s framing, the removal of caches, reorder buffers, speculative execution overhead, and other sources of contention enables predictable latency and high utilization without per-model kernel engineering typical of GPU tuning cycles. A critical nuance is that Groq’s determinism is not merely a software claim; it is tightly coupled to architectural constraints and system design choices that trade flexibility for predictability. Third-party technical commentary indicates Groq’s chip uses a fully deterministic VLIW-style approach with minimal buffering, no external memory, and heavy dependence on sharding models across many chips because on-chip SRAM capacity is limited. SemiAnalysis describes a ~725 mm^2 die on GlobalFoundries 14nm with ~230MB of SRAM and notes that “no useful models” fit on a single chip, forcing multi-chip partitioning for modern LLMs and driving a system-level design where networking and compilation are first-class scheduling problems rather than ancillary infrastructure. This is consistent with Groq’s own messaging that tensor parallelism across chips is a primary design goal, enabled by large on-chip SRAM and compile-time coordination of compute plus interconnect. The on-chip SRAM emphasis is central to Groq’s latency story and also its most constraining trade-off. Groq claims on-chip SRAM bandwidth “upwards of 80 TB/s” and contrasts that with off-chip HBM bandwidth “about 8 TB/s,” asserting a potential 10x advantage from bandwidth plus reduced trips across chip-to-memory boundaries. While these comparisons are marketing-oriented and depend on workload specifics, the architectural implication is clear: Groq prioritizes ultra-fast local weight/activation access and then scales capacity by adding chips, not by attaching large off-chip memory pools. This design can reduce latency for sequential inference layers and minimize unpredictable stalls, but it pushes complexity into partitioning strategy, interconnect topology, and compiler scheduling, and it increases the number of chips needed for very large parameter counts and large KV-cache footprints. Groq also highlights numeric formats and compiler-driven precision management as a performance lever. In its 2025 technical blog, Groq describes “TruePoint numerics,” including 100-bit intermediate accumulation and selective quantization choices (FP32 for attention-sensitive operations, block floating point for MoE weights, FP8 storage in error-tolerant layers), and claims 2-4x speedups versus BF16 without measurable accuracy degradation on benchmarks such as MMLU and HumanEval. Even if the absolute uplift is workload dependent, the strategic point is that Groq is pursuing performance via end-to-end co-design: precision policy is not just hardware capability (FP8/BF16) but compiler-enforced mapping of precision to error sensitivity, which can matter materially for inference cost-per-token if it reduces memory traffic and boosts throughput without forcing aggressive, accuracy-damaging quantization. Independent performance datapoints indicate Groq has been credible on latency-oriented inference speed, at least for certain regimes. EE Times reported in 2023 that Groq demonstrated Llama-2 70B inference at ~240 tokens/s per user on a cloud-based dev system described as 10 racks and 64 chips, using the company’s 1st-gen silicon introduced several years earlier. Separate Groq commentary around independent benchmarking cites results showing ~241 tokens/s throughput and ~0.8s time to receive 100 output tokens for a Llama-2 70B API configuration, positioning the platform as a step-change in “available speed” for certain interactive use cases. These figures do not settle total cost-of-ownership versus GPUs or hyperscaler ASICs, but they establish that Groq’s system-level architecture can deliver strong single-user throughput and latency on large models when properly partitioned and scheduled. GroqCloud is the commercial wrapper that packages this hardware/software stack as “tokens-as-a-service,” aiming to make Groq adoption feel like switching API endpoints rather than adopting new silicon. Groq’s documentation states its API is designed to be “mostly compatible” with OpenAI client libraries, and its pricing page provides model-specific token rates, published speeds (tokens/s), prompt caching discounts, and batch processing discounts. For example, pricing lists inputs as low as $0.05 per 1M tokens and outputs as low as $0.08 per 1M tokens for certain smaller LLM configurations, with higher prices for larger models and long-context or MoE variants; it also advertises prompt caching with a 50% discount on cached input tokens for certain models and a batch API offering 50% lower cost for asynchronous processing windows. These mechanics are economically important because they demonstrate Groq’s go-to-market is not simply “sell chips,” but “sell predictable unit economics per token,” with tooling (batch, caching) that directly targets inference cost drivers (reused prompts, throughput smoothing, and asynchronous workloads). The cloud footprint and distribution partnerships indicate Groq has been building an inference-native “edge within the cloud” strategy rather than competing head-on with hyperscalers on breadth of services. A 2025 Groq newsroom release describes a European deployment in Helsinki with Equinix, positioned as latency reduction and data governance for European customers, and explicitly references Equinix Fabric enabling private connectivity to GroqCloud over public, private, or sovereign infrastructure. The same release enumerates additional capacity in the U.S. (Equinix, DataBank), Canada (Bell Canada), and Saudi Arabia (HUMAIN), and states these sites collectively served more than 20M tokens/s across Groq’s global network at that time. That supply-side metric matters because it provides a directional sense that Groq is scaling capacity as a network, not merely as a chip vendor. Customer disclosure is inherently limited because Groq is private and many enterprise deployments are not public, but Groq’s marketing materials and partnerships provide signals about demand vectors. The company’s public website displays logos of large consumer and enterprise brands (e.g., Dropbox, Vercel, Chevron, Volkswagen, Canva, Robinhood, Riot Games, Workday, Ramp) and includes a published customer quote claiming a 7.41x chat speed increase and an 89% cost reduction after moving to GroqCloud, followed by a tripling of token consumption. While marketing claims should be treated as case-specific and not generalized, they indicate that Groq is targeting both AI-native developers (who measure success by latency and cost-per-token) and enterprise buyers (who care about predictable performance and governance). Supplier and dependency mapping for Groq spans 3 layers: silicon production, system integration, and cloud infrastructure. On silicon, third-party analysis indicates GlobalFoundries 14nm for the 1st-gen Groq chip, implying a supply chain less constrained by the most capacity-tight leading-edge nodes and advanced packaging bottlenecks that dominate high-end GPU supply (HBM stacks, CoWoS-type packaging constraints). If accurate, this is strategically meaningful because it suggests Groq capacity expansion could be gated more by conventional wafer supply, board assembly, and data center power than by the same HBM/advanced packaging scarcity that has constrained top-tier GPU ramp cycles. On systems and cloud, Groq’s own releases identify colocation and connectivity partners (Equinix, DataBank, Bell Canada) and a Middle East partner (HUMAIN), implying dependencies on data center real estate, power availability, and network connectivity, alongside procurement of standard server components, NICs/switching, racks, and cooling infrastructure. The Groq design narrative also emphasizes air cooling and reduced need for complex power/cooling infrastructure, which—if realized in deployments—can widen the set of feasible hosting locations and lower deployment friction relative to liquid-cooled, very high power density GPU racks. Against that backdrop, the strategic rationale for NVIDIA acquiring Groq can be framed as a set of overlapping objectives: inference silicon optionality, architectural hedging, competitive defense, and supply chain diversification, with the carve-out of GroqCloud signaling a preference to avoid direct cloud competition and to focus on IP and product portfolio control rather than operating a capital-intensive token-serving business. The deal, if confirmed, would occur at a valuation step-up of ~190% versus Groq’s reported ~$6.9B private valuation in the September $750M round, reinforcing that any acquisition logic would be predominantly strategic rather than a conventional financial multiple arbitrage. The most compelling strategic driver is inference. Training has historically been the center of gravity for cutting-edge GPU demand, but inference volume is structurally larger and more distributed as deployments scale, with economics dominated by cost-per-token, latency guarantees, and utilization under spiky demand. Inference workloads also create a strategic vulnerability for NVIDIA: hyperscalers and large platforms can justify bespoke ASICs (TPU, Trainium/Inferentia, Maia-class efforts) because inference is stable, repeatable, and can amortize software investment at massive scale. Groq’s core proposition—deterministic, compiler-scheduled inference with predictable latency—aligns directly with the segment where GPU generality is least valued and where “good enough” programmability plus superior unit economics can win share. Acquiring Groq would allow NVIDIA to own a credible inference-native architecture rather than relying solely on GPUs and software optimization to defend that segment. Competitive defense logic is also plausible. Groq occupies a specific competitive wedge: low-latency, high-throughput interactive inference, delivered via a simple API abstraction that reduces switching cost. That wedge directly pressures GPU inference margins in the long run because it makes inference price/performance comparisons more transparent at the token level, and it targets a developer persona that historically defaulted to CUDA-first ecosystems. Even if NVIDIA’s current-generation systems can achieve very high tokens/s per user with extensive optimization, the strategic risk is that competing architectures normalize the idea that inference is best served by special-purpose silicon with a simpler programming model, weakening CUDA lock-in at the application layer. NVIDIA has actively demonstrated that Blackwell-era systems can exceed 1,000 tokens/s per user in benchmarked configurations, but that performance leadership does not automatically translate to lowest cost-per-token across the full range of batch sizes, latency targets, and deployment environments. Groq’s existence as a credible alternative architecture forces NVIDIA to keep defending inference economics rather than only raw performance leadership. The “technology acquisition” rationale is unusually strong in this specific case because Groq’s differentiator is not a single block of silicon IP but an end-to-end methodology: compiler-led static scheduling, deterministic networking, and a system architecture designed around tensor-parallel inference rather than throughput-maximizing batch inference. NVIDIA’s stack is already compiler-heavy (TensorRT, Triton, CUDA graphs, kernel fusion, speculative decoding techniques), but GPUs remain dynamically scheduled devices with complex memory hierarchies and stochastic latency behaviors under contention. Groq’s approach provides an alternate design point: treating the entire inference execution (compute plus communication) as a statically schedulable program. In principle, that IP could be valuable even if Groq silicon itself is not adopted at massive scale, because it can inform how NVIDIA builds future inference-optimized products, compilers, and networking fabrics, especially as distributed inference with large models makes communication a first-order performance determinant. Supply chain diversification is a non-obvious but potentially important driver. If Groq’s mainstream product generation is truly based on a mature process node and avoids HBM, then the scaling constraints look different than those of state-of-the-art GPUs. NVIDIA’s ability to meet incremental demand has been tightly coupled to advanced packaging and HBM supply, and those constraints can remain binding even when wafer supply is available. An inference ASIC architecture that relies primarily on on-chip SRAM and scales by adding chips—while not costless—could reduce dependence on HBM availability and advanced packaging capacity, enabling NVIDIA to ship “inference capacity” in higher absolute volumes or into geographies and customer segments where the highest-end GPUs are economically or logistically difficult to deploy. This could be particularly relevant for latency-sensitive inference deployed in regional colocation footprints rather than centralized hyperscale campuses. The carve-out of GroqCloud, if accurate, is itself a strategic signal about NVIDIA’s priorities. Operating a token-serving cloud at scale is capital intensive, structurally lower margin than silicon IP rents, and creates channel conflict with hyperscalers and CSP partners who are core NVIDIA customers. NVIDIA has generally positioned its cloud offerings through partnerships rather than as a direct hyperscale competitor. Excluding GroqCloud would preserve neutrality with CSPs and avoid inheriting multi-region data residency obligations and partner contracts, while still allowing NVIDIA to acquire Groq’s silicon, compiler technology, and engineering talent. At the same time, excluding GroqCloud would also mean NVIDIA would not automatically acquire the commercial proof-point of Groq’s unit economics or the customer contracts that validate product-market fit at scale, increasing the importance of diligence on whether Groq’s cloud pricing is structurally profitable or partially subsidized by fundraising. There is also a “preemptive acquisition” angle. The reporting identifies recent investors in Groq’s latest round including large financial institutions and strategic/industry players. In that context, Groq represents an asset that could plausibly have been acquired by a competitor (AMD/Intel) or by a hyperscaler seeking to accelerate inference independence. NVIDIA acquiring Groq could be a defensive move to prevent a credible inference-native architecture from being weaponized by a rival with deep distribution. Even if GroqCloud is carved out, controlling the silicon roadmap and compiler IP would meaningfully constrain Groq’s ability to evolve into a standalone competitor, unless the carved-out entity retains long-term rights to the hardware and software stack. However, the strategic case is not one-sided; there are meaningful risks and potential contradictions that would need to be reconciled for the transaction to be value-accretive on a multi-year horizon. 1st, Groq’s architecture appears to rely on scaling out chip count to achieve capacity, which introduces system cost, networking complexity, and physical footprint considerations. The absence of external memory and limited on-chip SRAM implies very large models require substantial chip parallelism, and the economics then depend heavily on chip cost, yield, power efficiency, and interconnect overhead. SemiAnalysis explicitly frames Groq as trading space for time and raises questions about token economics and whether publicly advertised pricing reflects fully loaded costs or market share capture. 2nd, integration risk is non-trivial. Groq’s compiler-led deterministic model is philosophically and practically different from CUDA’s dominant programming and execution model. A poorly executed integration could create internal product confusion, dilute engineering focus, or alienate developers if the combined stack fragments. 3rd, there is cannibalization risk. If Groq-class inference silicon undercuts GPU inference economics, NVIDIA could face internal margin trade-offs, even if the goal is to defend share against hyperscaler ASICs. Cannibalization can still be rational if it prevents larger share loss, but it would require crisp portfolio segmentation and go-to-market discipline. The presence of NVIDIA’s own rapidly improving inference performance complicates the “need” for Groq but does not eliminate the “option value.” NVIDIA has demonstrated benchmark-leading tokens/s per user on Blackwell-based systems, suggesting that raw interactive throughput is not necessarily the limiting factor for NVIDIA’s product line. The more enduring strategic question is unit economics and architectural control: whether future inference demand is better monetized through general-purpose GPUs plus software optimization, or whether a bifurcated product portfolio (training GPUs plus inference-native ASICs) becomes necessary to defend total AI compute wallet share as hyperscaler ASIC penetration increases. Acquiring Groq could be a decisive move to ensure NVIDIA participates in both regimes rather than betting exclusively on GPUs to win inference forever. What is “special” about Groq’s technology relative to a typical accelerator roadmap is the tight coupling of determinism, compilation, and networking into a single scheduling problem. The LPU narrative emphasizes deterministic compute and networking, static scheduling, and direct chip-to-chip coordination that allows “hundreds” (more precisely, 100s) of chips to behave like a single scheduled resource. The architecture also explicitly targets tensor-parallel, latency-optimized distribution rather than pure data-parallel throughput scaling, which matters for real-time applications where a single response must arrive quickly rather than many requests being processed in bulk. The implication is that Groq is optimized for the time-to-first-token and steady token streaming behavior that defines user experience in interactive LLMs, and it attempts to achieve that without relying on large batch sizes that can degrade latency. From a portfolio manager’s perspective, the most important interpretation is that an NVIDIA-Groq combination would likely be less about “NVIDIA needs more inference speed” and more about controlling the architectural trajectory of inference acceleration and removing a fast-improving, developer-friendly competitor from the market. The carve-out of GroqCloud would reinforce that the transaction is aimed at IP, talent, and product optionality, not acquiring a cloud revenue stream. The valuation step-up implied by $20B versus $6.9B would therefore be justified only if the acquired assets materially reduce long-term competitive risk (hyperscaler ASIC displacement, inference margin compression) or enable new monetization vectors (inference ASIC product line, supply chain de-bottlenecking, improved software determinism) that would be difficult to achieve on a comparable timeline via internal R&D.

TheValueist

102,145 次观看 • 7 个月前