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VOICE ARCHIVE

Nathan Benaich

@nathanbenaich
50 posts
2025-12-29
“The bottom line: Everyone gets paid. A lot.” Surprisingly generous buy.
2025-12-29 View on X
Axios

Sources: ~90% of Groq employees will join Nvidia and be paid cash for all vested shares; most shareholders will get per-share payouts tied to the $20B valuation

10% of the remaining employers can't reasonably be claimed to be running the leftover company. … Forums: Hacker News : Nvidia deal a big win for Groq employees and investors

2025-12-28
“The bottom line: Everyone gets paid. A lot.” Surprisingly generous buy.
2025-12-28 View on X
Axios

Sources: ~90% of Groq employees will join Nvidia and be paid cash for all vested shares; most shareholders will get per-share payouts tied to the $20B valuation

Shareholders in Groq, a hot AI chipmaking startup, will receive handsome payouts from the company's $20 billion deal with Nvidia …

2025-12-26
there's another “only in America” episode to be written around the outcomes of Groq and Graphcore similar thesis that new silicon needed to power ai breakthroughs neither hit rev scale to continue on their own vs nvidia/tpu but one had pro-tech gov insiders end of story
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...

there's another “only in America” episode to be written around the outcomes of Groq and Graphcore similar thesis that new silicon needed to power ai breakthroughs neither hit rev scale to continue on their own vs nvidia/tpu but one had pro-tech gov insiders end of story
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
there's another “only in America” episode to be written around the outcomes of Groq and Graphcore similar thesis that new silicon needed to power ai breakthroughs neither hit rev scale to continue on their own vs nvidia/tpu but one had pro-tech gov insiders end of story
2025-12-25 View on X
Bloomberg

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

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

2025-10-28
@StefanFSchubert slightly biased source in that i comes from a major shareholder?
2025-10-28 View on X
Wall Street Journal

A look at Anthropic's success in corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32%, above OpenAI's 25%

and it's all thanks to this one problem OpenAI can't solve Maria Garcia / Implicator.ai : Anthropic's finance push lands while revenue closes in on OpenAI Samreen Ahmad / Tech in A...

2025-06-29
🇨🇭 Hopp Schwiiz! The new Swiss Deep Tech Report 2025 together with @dealroomco @founderful @startuptickerCH Deep Tech Nation Switzerland and Kickfund is out! Lots of juicy data and charts, not least showing how a successful university spinout ecosystem works :-) Long AI too! [image]
2025-06-29 View on X
Tech.eu

Report: Swiss deep tech startups have created over $100B in total enterprise value, with 60% of VC funding in Switzerland from 2019 to 2025 going to deep tech

With 60 per cent of venture capital now flowing into deeptech, the country outpaces global peers and redefines what a small market can achieve. .

2025-06-22
it's truly nonsensical to say things like this when genai is legit super useful for consumers and businesses - i mean, i get the academic shtick, but it is automating a ton of work already get over it :) [image]
2025-06-22 View on X
Financial Times

An interview with computational linguist Emily Bender, who coined the term “stochastic parrot”, on her AI skepticism, co-writing the book The AI Con, and more

The computational linguist on her motivations for taking on Big Tech, the dangers of chatbots — and why AI is just a ‘glorified Magic 8 Ball’ Bluesky: @hypervisible , @tonytassell ...

2025-06-10
so basically meta is buying scale ai, but below a threshold to trigger reviews etc [image]
2025-06-10 View on X
The Information

Sources: Meta agrees to take a 49% stake in Scale AI for $14.8B, in a deal that gives cash to Scale's shareholders and makes Alexandr Wang a top Meta executive

Cory Weinberg / The Information :

so basically meta is buying scale ai, but below a threshold to trigger reviews etc [image]
2025-06-10 View on X
New York Times

Sources: Meta plans to build an AI lab dedicated to pursuing “superintelligence”, led by Scale AI CEO Alexandr Wang, with seven- to nine-figure compensations

The new lab, set to include Scale AI founder Alexandr Wang, is part of a reorganization of Meta's artificial intelligence …

2025-02-20
you can just do things, part 1776 “R1 1776 is a DeepSeek-R1 reasoning model that has been post-trained by Perplexity AI to remove Chinese Communist Party censorship.” [image]
2025-02-20 View on X
Sherwood News

Perplexity open sources R1 1776, a version of the DeepSeek R1 model that Perplexity CEO Aravind Srinivas says was “post-trained to remove the China censorship”

DeepSeek-R1 is a fully open-weight large language model (LLM) … Unite.AI : DeepSeek's R1: A Useful Reminder Markus Kasanmascheff / WinBuzzer : Perplexity Releases Censorship-Free V...

2025-01-26
hot take: deepseek is a blessing for ai startups that can now rip out their costly americano models and have profitable unit economics their investors should be happy, happy as a hippo [image]
2025-01-26 View on X
Financial Times

Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits

China is pulling the same trick.  —  www.ft.com/content/747a... Mastodon: Brian Kung / @briankung@hachyderm.io : “There's a pretty delicious, or maybe disconcerting irony to this, ...

hot take: deepseek is a blessing for ai startups that can now rip out their costly americano models and have profitable unit economics their investors should be happy, happy as a hippo [image]
2025-01-26 View on X
MIT Technology Review

Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration

The AI community is abuzz over DeepSeek R1, a new open-source reasoning model.  —  The model was developed by the Chinese AI startup DeepSeek …

2025-01-25
hot take: deepseek is a blessing for ai startups that can now rip out their costly americano models and have profitable unit economics their investors should be happy, happy as a hippo [image]
2025-01-25 View on X
VentureBeat

Yann LeCun says DeepSeek “profited from open research and open source” like Meta's Llama and is proof that open source models are surpassing proprietary ones

If you hadn't heard, there's a new AI star in town: DeepSeek, the subsidiary of Hong Kong-based quantitative analysis …

2024-12-28
My op-ed in the @FT on October 6, 2024: “But there is no inherent conflict between running a straightforward for-profit company and building safe, robust technology. Reckless behaviour that regulates an industry out of existence endangers profits. Companies like Google [image]
2024-12-28 View on X
OpenAI

OpenAI says its board of directors is evaluating its corporate structure, including a plan to turn its for-profit arm into a Delaware Public Benefit Corporation

A stronger non-profit supported by the for-profit's success.  —  OpenAI's Board of Directors is evaluating our corporate structure …

2024-12-27
My op-ed in the @FT on October 6, 2024: “But there is no inherent conflict between running a straightforward for-profit company and building safe, robust technology. Reckless behaviour that regulates an industry out of existence endangers profits. Companies like Google [image]
2024-12-27 View on X
OpenAI

OpenAI says its board of directors is evaluating its corporate structure, including a plan to turn its for-profit arm into a Delaware Public Benefit Corporation

A stronger non-profit supported by the for-profit's success.  —  OpenAI's Board of Directors is evaluating our corporate structure …

2024-08-25
another episode of “you can't make this stuff up” [image]
2024-08-25 View on X
The Information

The French AI startup called H, formerly Holistic, says three of its five co-founders are leaving over “operational differences”, after raising $220M in May

The Information :

2024-08-24
another episode of “you can't make this stuff up” [image]
2024-08-24 View on X
The Information

The French AI startup called H, formerly Holistic, says three of its five co-founders are leaving over “operational differences”, after raising $220M in May

Three of the five co-founders of buzzy French artificial intelligence startup H, formerly known as Holistic …

2024-08-19
What a time to be an AI startup 😉 “More than half of the US's biggest companies see artificial intelligence as a potential risk to their businesses, according to a new survey of corporate filings that highlights how the emerging technology could bring about sweeping industrial [image]
2024-08-19 View on X
Financial Times

Arize AI: 56% of Fortune 500 companies cited AI as a “risk factor” in their recent annual reports, up from 9% in 2022; 86% of software firms cited AI as a risk

What matters is speed to change and adoption, this remains one of the biggest challanges, enabling innovation culture …

2024-08-03
the large ai model startup homecoming (read pseudo m&a by way of non-exclusive licensing payment to shareholders) continues: “I am super excited to return to Google and work as part of the Google DeepMind team. I am so proud of everything we built at Character. over the last 3 [image]
2024-08-03 View on X
TechCrunch

Character.AI co-founders Noam Shazeer and Daniel De Freitas, and some employees, are joining Google; Google has signed a non-exclusive agreement to use its tech

In a big move, Character.AI co-founder and CEO CEO Noam Shazeer is returning to Google after leaving the company in October 2021 to found the a16z-backed startup.