/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
↻
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
◇
Domains
Browse by publication source
☉
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Gaurav

@gauravisnotme
8 posts
2025-12-26
If this is true, this would automatically validate two things - 1. TPUs have really made Nvidia acknowledge custom AI accelerators to be a valid threat. Inference costs are real and GPUs need supplemental support to make the end-to-end serving feasible. 2. More importantly,
2025-12-26 View on X
The Information

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

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

View original
If this is true, this would automatically validate two things - 1. TPUs have really made Nvidia acknowledge custom AI accelerators to be a valid threat. Inference costs are real and GPUs need supplemental support to make the end-to-end serving feasible. 2. More importantly,
2025-12-26 View on X
Bloomberg

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

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

View original
2025-12-25
If this is true, this would automatically validate two things - 1. TPUs have really made Nvidia acknowledge custom AI accelerators to be a valid threat. Inference costs are real and GPUs need supplemental support to make the end-to-end serving feasible. 2. More importantly,
2025-12-25 View on X
Bloomberg

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

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

View original
2025-12-01
...This looks more like the continued attempt to assuage concerns about TPUs eating Nvidia's share - which is just panic fueled by “AI experts”, the same experts who will give you a 1000-page cheat-sheet to use AI agents to make a 7-figure ARR business over the Thanksgiving weekend.  Either way - half-baked results with disclaimers are only useful when you know the audience is going to spend time reading and understanding the results.  Not when there are AI doomers lurking everywhere.
2025-12-01 View on X
SemiAnalysis

An in-depth look at TPUv7 Ironwood, and how the latest Google TPU generation positions Google as the most threatening challenger to Nvidia's AI chip dominance

Fascinating article.  They argue that the reason for NVIDIA's circular investment deals is to intertwine their own fate with that of the big labs, to keep themselves on top  —  Ope...

View original
2025-10-12
We are now in the era where salary scaling laws are prevailing over model scaling. We are already past Llama-3.2-3B.
2025-10-12 View on X
Wall Street Journal

Thinking Machines Lab co-founder Andrew Tulloch has left to join Meta; he reportedly declined Zuckerberg's offer of a $1.5B+ package in August

Andrew Tulloch is the latest big-name AI researcher to join the social-media giant  —  A co-founder of Mira Murati's Thinking Machines Lab …

View original
2025-07-29
So, even AI-browser is a commodity now. Took them a couple of weeks to follow @PerplexityComet browser. No invites needed, no subscription (as of now) and more importantly, a simple opt-in for those using Edge (wonder how many). Remains to be seen if Google follows suite and
2025-07-29 View on X
Windows Central

Microsoft Edge adds Copilot Mode, an experimental feature that tries to make browsing an agentic AI experience, even anticipating links to click, free for now

Copilot Mode in Microsoft Edge is a new experimental feature that transforms the browser into an agentic AI experience, but it's only free for a limited time.

View original
2025-07-20
@jeffwsurf What you and Scott pulled off in less than 72 hours isn't only going to convince future employees about your leadership but I think it's going to instill immense confidence in your customers - you commit and you deliver. Rooting for the entire team!
2025-07-20 View on X
@jeffwsurf

Windsurf CEO Jeff Wang on what happened after co-founders Varun Mohan and Douglas Chen left for Google, and how Cognition's deal to acquire Windsurf unfolded

Based on The Pragmatic Engineer Survey: 3,000 respondents, mostly experienced devs.  —  Note how other vibe-coding tools are also not popular with this group: [image] Gergely Orosz...

View original
2025-07-19
@jeffwsurf What you and Scott pulled off in less than 72 hours isn't only going to convince future employees about your leadership but I think it's going to instill immense confidence in your customers - you commit and you deliver. Rooting for the entire team!
2025-07-19 View on X
Bloomberg

Acquihire deals like Google's Windsurf deal are a wake-up call for AI startup employees left behind, creating new uncertainty over leadership and compensation

Big Tech's growing reliance on licensing deals to scoop up top talent from AI startups risks leaving many rank-and-file workers in limbo.

View original