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VOICE ARCHIVE

Steve Jang

@stevejang
19 posts
2025-12-26
$20B key team acquihire + license. Smart to get TPU know-how in house. Playing go, not chess now. [image]
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...

$20B key team acquihire + license. Smart to get TPU know-how in house. Playing go, not chess now. [image]
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
$20B key team acquihire + license. Smart to get TPU know-how in house. Playing go, not chess now. [image]
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 …

2025-10-30
godspeed to @GillVerd and @trevormccrt1 on the first milestone of many on their unique physics-informed mission! they aim to solve our looming energy problem through novel chip architecture and software that can offer 10^4 thermal efficiency - changing the nature of the
2025-10-30 View on X
Wired

Extropic, which says its chips using probabilistic bits can be 10,000x more energy efficient than current AI chips, shares its first chip with some AI labs

A startup hopes to challenge Nvidia, AMD, and Intel with a chip that wrangles probabilities rather than 1s and 0s.

2024-04-15
timing is so important and the all-new @getairchat app has their NLP and streaming feed magic now in the wild for everyone. props to @naval @BrianNorgard @ikbarber @0xSigil and team! dm me for invites if you want to take it for a spin.
2024-04-15 View on X
TechCrunch

Airchat, Naval Ravikant's social media app built around audio recordings, which the app transcribes, relaunches on iOS and Android; the app is invite-only

2024-04-14
timing is so important and the all-new @getairchat app has their NLP and streaming feed magic now in the wild for everyone. props to @naval @BrianNorgard @ikbarber @0xSigil and team! dm me for invites if you want to take it for a spin.
2024-04-14 View on X
TechCrunch

Airchat, Naval Ravikant's social media app built around audio recordings, which the app transcribes, relaunches on iOS and Android; it is currently invite-only

Airchat is a new social media app that encourages users to “just talk.”  —  A previous version of Airchat was released last year …

2024-01-06
we're at the beginning of a new era in consumer devices beyond the phone. but one thing is true for all: they still need connectivity. great write-up by @techcrunch below @Humane⁩'s MVNO approach and their rationale.👇🏽 https://techcrunch.com/...
2024-01-06 View on X
TechCrunch

A look at the MVNO market as eSIM eases distribution; the global MVNO market is valued at $84B and is expected to grow 40% in the next five years to $116.8B

The MVNO opportunity is an amazing opportunity to add mobility to already existing brands and propositions, or simply to compete with MNOs. … Brooke Hartley Moy : Here at Humane, w...

2024-01-05
search engines are great for getting web links of varying relevance and staleness, while generating noisy traffic behavior. perplexity's AI engine is uniquely excellent for getting 𝙩𝙝𝙚 𝙗𝙚𝙨𝙩 𝙖𝙣𝙨𝙬𝙚𝙧𝙨 𝙖𝙣𝙙 𝙜𝙚𝙣𝙚𝙧𝙖𝙩𝙞𝙣𝙜 𝙠𝙣𝙤𝙬𝙡𝙚𝙙𝙜𝙚. more on their...
2024-01-05 View on X
Wall Street Journal

Perplexity, which offers an AI-based “answer engine” with ~10M MAUs to compete with Google, raised $74M at a $520M valuation from IVP, Jeff Bezos, and others

if they continue on their current trajectory, I bet Google buys them for $2B within the year. Talia Goldberg / @taliagold : In October 2022, I wrote a piece about a trillion dollar...

2023-01-28
wow, interested to see what guarantees and concessions were made to ASML and Tokyo Electron. for better or worse, govt and tech aligning on national security issues is definitely happening. https://twitter.com/...
2023-01-28 View on X
Bloomberg

Sources: the Biden administration has secured an agreement with the Netherlands and Japan to restrict exports of some advanced chipmaking machinery to China

President Joe Biden's administration secured an agreement with the Netherlands and Japan to restrict exports of some advanced chipmaking machinery …

2021-09-03
the best premium rewards + insurance + virtual card, beautifully designed. congrats to @patrickmro_ & the @pointcardhq (kindred '19) on their $46mm series B and proving that people can love a debit card banking experience. 💫 https://techcrunch.com/...
2021-09-03 View on X
TechCrunch

Point, a neobank, raises $46.5M Series B led by Valar Ventures, bringing its total raised to $60M

congrats to the team on your $46.5M raise! https://ow.ly/...

2021-07-06
good read on the inner workings behind Beijing cancelling Didi from app stores last wk. this new frontier in the China-US economic war is about data sovereignty and “critical infrastructure services”, but also CN dependence on US public capital markets. https://www.wsj.com/...
2021-07-06 View on X
Wall Street Journal

Sources: weeks before Didi's US IPO, the Chinese regulator that eventually ordered Didi's app banned had suggested to the company that it delay the listing

Ride-hailing giant, under pressure to reward shareholders, pushed ahead with NYSE listing despite concerns of China's cybersecurity watchdog

2021-05-19
have to say...the surprise goldbelly deliveries back and forth with my family around the country definitely helped our vibes in a heavy year. hope they do great things with this fresh funding! ⁦go get em @goldbelly⁩ https://www.nytimes.com/...
2021-05-19 View on X
New York Times

Goldbelly, an online marketplace enabling restaurants and chefs to sell and ship their dishes across the US, raises $100M Series C, says it now has 850 partners

Michael J. de la Merced / New York Times :

2021-05-07
SUPER stoked to share the next chapter of @bitski! 1) we've been quietly building a NFT wallet + storefront commerce platform with 300+ app developers and 1000s of creators/brands onboarding 🙏🏽 2) we're partnering with our friends @sriram & @a16z! https://techcrunch.com/...
2021-05-07 View on X
TechCrunch

Bitski, which builds custom NFT storefronts for brands and creators, raises $19M Series A led by a16z and others including Jay-Z, MrBeast, and Serena Williams

Bitski, an SF-based startup that builds custom NFT storefronts for brands and creators, is banking on the latter, and they have new investors betting the same.

2021-04-23
sometimes, the universe works in mysterious and poetic ways. https://twitter.com/...
2021-04-23 View on X
VICE

Signal's CEO says he analyzed a Cellebrite device, used to extract data from phones, that fell off a truck, and it is full of easily exploitable security flaws

2021-04-22
sometimes, the universe works in mysterious and poetic ways. https://twitter.com/...
2021-04-22 View on X
VICE

Signal's CEO says he analyzed a Cellebrite device, used to extract data from phones, that fell off a truck, and it is full of easily exploitable security flaws

One of the biggest encrypted chat apps in the world just showed how a device used to decrypt messages can be hacked and tampered with. Source: Signal Blog .

2021-01-25
congrats @pdavison @rohanseth! they've truly captured lightning in a bottle. such a deeply social product with new learnings about social software and online discourse. it's been fun to be along for the ride as an early tester, user, and backer. 🙌🏽 https://twitter.com/...
2021-01-25 View on X
Clubhouse

Clubhouse raises Series B led by a16z, says it has 180+ investors, and will test options for paying creators and begin work on an Android app soon

When I first met Paul Davison, it took about 10 seconds to realize … Tae Kim / Bloomberg : Forget TikTok. Clubhouse Is Social Media's Next Star. Darrell Etherington / TechCrunch : ...

2020-09-25
awesome to see @shak and @eldsjal pair up again, on this big mission: $1B devoted to backing moon shots in Europe. as they've already proven, big world changing platforms can and should be built from anywhere today. 🌍 https://twitter.com/...
2020-09-25 View on X
Financial Times

Spotify CEO Daniel Ek says he will invest €1B in European tech startups over the next decade, focused on “moonshots” in ML, biotech, and other sectors

Financial Times :

2020-09-14
fascinating chat tonight re: Nvidia's plans for ARM by CEO Jensen. in response to conflict & neutrality concerns, he promises to keep ARM on open-to-all IP licensing model and separate from Nvidia mfg. this'll be an coup if they get this past the FTC. 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.

fascinating chat tonight re: Nvidia's plans for ARM by CEO Jensen. in response to conflict & neutrality concerns, he promises to keep ARM on open-to-all IP licensing model and separate from Nvidia mfg. this'll be an coup if they get this past the FTC. 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