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VOICE ARCHIVE

Naveen Rao

@naveengrao
12 posts
2026-02-09
Ugh, yet again. Every time I talk publicly that things will take longer than they seem, I catch flack...below is the issue. Much of the evidence that AI “has achieved a hard take-off” is BS. Of course I'm EXTREMELY bullish on AI as a tool to improve humanity's condition, but I'm
2026-02-09 View on X
MIT Technology Review

Moltbook was peak AI theater; as the hype dies down, Moltbook looks less like a window onto the future and more like a mirror held up to society's AI obsessions

For a few days this week the hottest new hangout on the internet was a vibe-coded Reddit clone called Moltbook, which billed itself as a social network for bots.

2025-12-26
Yup. This was a defensive move. It's better to buy out and neutralize the threat than to allow it to take root. Nvidia could build the same thing, but they didn't do it at the time that Groq did.
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 …

Yup. This was a defensive move. It's better to buy out and neutralize the threat than to allow it to take root. Nvidia could build the same thing, but they didn't do it at the time that Groq did.
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...

2024-12-17
It's official! The biggest venture round in history. And I feel like we're just getting started... https://www.databricks.com/...
2024-12-17 View on X
Wall Street Journal

Databricks raised $10B from a16z, Thrive, and others at a $62B valuation, among the largest VC raises in history; documents show Databricks has $2.6B in revenue

As CEO of Databricks, Ali Ghodsi has performed a series of ‘strategic surgeries’ to make his company one of the fastest-growing startups in Silicon Valley

2024-10-04
Congrats @VoyageAI on the fund raise! We're excited to be partnering with you inside the @databricks platform.
2024-10-04 View on X
TechCrunch

Voyage AI, which helps companies build RAG systems, raised a $20M Series A from CRV, Snowflake, Databricks, and others, bringing its total funding to $28M

excited to be a part of this journey! Oh, and feel free to reach out if you're interested in embeddings and retrieval. Would love to chat. Shunyu Yao / @shunyuyao12 : Congrats @ten...

2024-04-19
Congrats @AIatMeta team on the Llama3 release! This is a huge milestone for AI and the market...the performance of these models are a huge step compared to a year ago and give users so much more flexibility on how they want to use, deploy, and customize AI
2024-04-19 View on X
The Verge

Meta details Llama 3: 8B- and 70B-parameter models, a focus on reducing false refusals, and an upcoming model trained on 15T+ tokens that has 400B+ parameters

What To Know About ‘Llama 3’ Model Marcus Gopolang Moloko / Memeburn : Meta AI with built in Llama 3 is on WhatsApp in South Africa Hamsat Abdurasheed / News.ng : Meta releases Lla...

2023-03-29
Nice work @CerebrasSystems! I'm happy to see that more models are getting out into the world and technology is making these capabilities accessible to many. Our customers @MosaicML have lots of options from which to build! Stay tuned for some updates from us on this... https://twitter.com/...
2023-03-29 View on X
SiliconANGLE

Cerebras open sources seven GPT-based LLMs, ranging from 111M to 13B parameters and trained using its Andromeda supercomputer for AI, on GitHub and Hugging Face

Artificial intelligence chipmaker Cerebras Systems Inc. today announced it has trained and now released seven GPT-based large language models …

2023-02-25
This is very cool! Thanks @MetaAI! From what I can tell, this is a GNU license, which means fine-tuned models all must be upstreamed. For corporates, this is challenging as fine-tuned models on proprietary data will need to stay with the company. @MetaAI any idea if there are... https://twitter.com/...
2023-02-25 View on X
Meta AI

Meta releases Large Language Model Meta AI, or LLaMA, a foundational LLM designed to help AI researchers, available in sizes ranging from 7B to 65B parameters

As part of Meta's commitment to open science, today we are publicly releasing LLaMA (Large Language Model Meta AI) …

2020-10-28
Well, looks like this is happening. It's still a bit bizarre as I see the computing TAM increase at a good clip (~30%) due to AI demand, but don't see FPGA servicing much of that new demand. AMD has some good leadership, so let's see if they can spin gold https://ir.amd.com/...
2020-10-28 View on X
Forbes

AMD says it will buy rival chipmaker Xilinx for $35B in an all-stock deal

I talked to AMD CEO Lisa Su last night and got the download on what could be a historic, $35B semiconductor deal to acquire Xilinx.  AMD had a monster Q3 and guide and has been on ...

Well, looks like this is happening. It's still a bit bizarre as I see the computing TAM increase at a good clip (~30%) due to AI demand, but don't see FPGA servicing much of that new demand. AMD has some good leadership, so let's see if they can spin gold https://ir.amd.com/...
2020-10-28 View on X
Financial Times

With its Xilinx deal, AMD has staked a claim to being a central force in supplying chips for data centers that only five years ago would have seemed improbable

Richard Waters / Financial Times :

2020-09-14
Wow, this is a huge moment in the world of computing. It shows 1) the importance of holistic systems approach to computing, 2) as predicted, AI is redefining computing. Going all-in on AI was Nvidia's best move https://www.forbes.com/...
2020-09-14 View on X
Bloomberg

Nvidia to buy Arm from SoftBank in a $40B deal, saying it will keep Arm's HQ in UK, expand R&D facilities there, and keep Arm's open licensing business model

- Acquirer pledges to keep Arm independent to retain customers  — Nvidia to build AI research facility at Arm's U.K. location

Wow, this is a huge moment in the world of computing. It shows 1) the importance of holistic systems approach to computing, 2) as predicted, AI is redefining computing. Going all-in on AI was Nvidia's best move https://www.forbes.com/...
2020-09-14 View on X
Forbes

Analysis of Nvidia's purchase of Arm, which will impact nearly every chip market segment, with statements from NVIDIA CEO Jensen Huang and Arm CEO Simon Segars

I talked today with NVIDIA CEO Jensen Huang and Arm CEO Simon Segars on the largest and what I consider the most important semiconductor acquisition- ever.