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VOICE ARCHIVE

Ian Kar

@iankar_
97 posts
2025-12-26
Back of the envelope math but owning 30% at seed and roughly 50% dilution (aggressive since they reinvested$ gives Chamath 15% of a $20B exit aka $3b
2025-12-26 View on X
Bloomberg

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

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

So the other big thing: not sure how Nvidia can both say TPU's aren't a big deal and also acquire the father of TPU's' company. Which then leads me to wonder whether Michael Burry was right after all
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...

One of the best takes on Nvidia-Grok I've read so far
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...

Back of the envelope math but owning 30% at seed and roughly 50% dilution (aggressive since they reinvested$ gives Chamath 15% of a $20B exit aka $3b
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 …

One of the best takes on Nvidia-Grok I've read so far
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 …

So the other big thing: not sure how Nvidia can both say TPU's aren't a big deal and also acquire the father of TPU's' company. Which then leads me to wonder whether Michael Burry was right after all
2025-12-26 View on X
The Information

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

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

2025-12-25
Back of the envelope math but owning 30% at seed and roughly 50% dilution (aggressive since they reinvested$ gives Chamath 15% of a $20B exit aka $3b
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 …

So the other big thing: not sure how Nvidia can both say TPU's aren't a big deal and also acquire the father of TPU's' company. Which then leads me to wonder whether Michael Burry was right after all
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 …

One of the best takes on Nvidia-Grok I've read so far
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 …

2024-10-29
75% of OpenAI revenue coming from consumers is both great and not great Not great because businesses are the only way Open AI can make huge money that balances out their compute losses. If it only makes up 25% of revenue rn they got a long way to go
2024-10-29 View on X
Bloomberg

OpenAI's CFO: ChatGPT has 250M weekly active users, converts free users to paid at a 5% to 6% rate, and ~75% of OpenAI's revenue is from consumer subscriptions

Bloomberg :

2024-06-02
What a terrible veto...arguably really terrible for mainstream adoption
2024-06-02 View on X
The Block

President Biden vetoes a bill overturning SAB 121, a controversial SEC bulletin that establishes accounting standards for companies that custody crypto

- U.S. President Joe Biden vetoed a bill to overturn a controversial Securities and Exchange Commission bulletin, SAB 121 …

2024-06-01
What a terrible veto...arguably really terrible for mainstream adoption
2024-06-01 View on X
The Block

President Biden vetoes a bill overturning SAB 121, a controversial SEC bulletin that establishes accounting standards for companies that custody crypto

- U.S. President Joe Biden vetoed a bill to overturn a controversial Securities and Exchange Commission bulletin, SAB 121 …

2024-05-18
Default opt-in is shady and duplicitous nowadays
2024-05-18 View on X
PCMag

Slack confirms it is training some of its AI-powered features, but not its generative AI tool, on user content and uploads, with all users opted-in by default

https://slack.com/...  What a time to be alive in IT.  🤦‍♂️ JP Mens / @jpmens@mastodon.social : “Our guiding principle as we build this product is that the privacy and security of ...

2024-04-07
Really sad to hear that Mahbod Moghadam, founder of Rap Genius, passed away at 41. He built a product that I love using and have used weekly for 10 years. Met him a few times and he was always really nice to me. https://genius.com/...
2024-04-07 View on X
TechCrunch

Mahbod Moghadam, the controversial co-founder of Genius and Everipedia, passed away in March at age 41, according to a post on Genius attributed to his family

Mahbod Moghadam, the controversial, never-boring co-founder of Genius and Everipedia, as well as an angel investor …

2024-03-09
Fidji Simo might be one of the most powerful women in tech—CEO and Chair of Instacart, Board of Shopify & OpenAI
2024-03-09 View on X
OpenAI

OpenAI announces Sam Altman will rejoin its board of directors, alongside three new members: Sue Desmond-Hellmann, Nicole Seligman, and Fidji Simo

Dr. Sue Desmond-Hellmann, Nicole Seligman, Fidji Simo join; Sam Altman rejoins board  —  We're announcing three new members to our Board …

2024-01-31
the corporate equivalent of a “small $1m loan from my dad”
2024-01-31 View on X
Bloomberg

Source: Figure, which is building a humanoid robot, is in talks to raise as much as $500M in a round led by Microsoft and OpenAI at a $1.9B pre-money valuation

could we see ChatGPT robots soon? Jyoti Mann / Business Insider : Microsoft and OpenAI are in talks to inject $500 million into humanoid robotics startup Figure AI, report says K L...

2023-12-27
oh i didn't realize this...COO running design is...usually not a great sign? [image]
2023-12-27 View on X
Bloomberg

Sources: outgoing Apple executive Tang Tan plans to join Jony Ive's LoveFrom to work on AI hardware; Sam Altman plans to provide the software underpinnings

- Design executive Tang Tan is set to leave Apple in February  — Tan will join Ive's LoveFrom design studio, work on AI project

2023-12-16
How is ByteDance still allowed to operate in the US...literally stealing critical US IP and making it their own now
2023-12-16 View on X
The Verge

Docs: ByteDance used OpenAI's API to develop its own LLM, codenamed Project Seed; employees discussed “whitewashing” the evidence through “data desensitization”

TikTok's entrancing “For You” feed made its parent company, ByteDance, an AI leader on the world stage.

2023-12-02
Very based [image]
2023-12-02 View on X
Forbes

An interview with Guillaume Verdon, founder of stealth AI startup Extropic who is behind the @BasedBeffJezos persona at the center of effective accelerationism

and spoke to Guillaume Verdon, the self-described “gentle Canadian” behind the account. https://www.forbes.com/... William Turton / @williamturton : “doxxing” has lost all meaning....

2023-11-26
lol this is so embarrassing: https://www.theinformation.com/ ...
2023-11-26 View on X
The Information

FOIA docs: Prashant Bhardwaj, hired in March as the US OCC's first officer to police fintech firms, lied about his work history; OCC quietly replaced Bhardwaj

Michael Roddan / The Information :