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VOICE ARCHIVE

@villi

@villi
45 posts
2025-12-29
If this is true (90% of Groq employees are joining Nvidia) this deal is certainly an acquisition structured as an asset sale that would absolutely fall under the antitrust regulatory framework and subject the FTC review.
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
If this is true (90% of Groq employees are joining Nvidia) this deal is certainly an acquisition structured as an asset sale that would absolutely fall under the antitrust regulatory framework and subject the FTC review.
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
Nvidia seems to be utilizing the same structure as other notable acquisitions in AI this year to avoid antitrust scrutiny. I wrote about how this works here. https://medium.com/...
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 …

For the first time in 15+ years I actually think in 2026 we may see a robust M&A environment. Buyers will want to take advantage of inflated equity values to do deals and think it may spill over outside of AI.
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...

For the first time in 15+ years I actually think in 2026 we may see a robust M&A environment. Buyers will want to take advantage of inflated equity values to do deals and think it may spill over outside of AI.
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 …

Nvidia seems to be utilizing the same structure as other notable acquisitions in AI this year to avoid antitrust scrutiny. I wrote about how this works here. https://medium.com/...
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...

2025-12-25
For the first time in 15+ years I actually think in 2026 we may see a robust M&A environment. Buyers will want to take advantage of inflated equity values to do deals and think it may spill over outside of AI.
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 …

Nvidia seems to be utilizing the same structure as other notable acquisitions in AI this year to avoid antitrust scrutiny. I wrote about how this works here. https://medium.com/...
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 …

2025-04-17
This is interesting and fascinating to watch. A few thoughts: - Foundational model companies likely worry about commoditization and pressure to own the end user. - I am surprised OpenAI is buying vs building - Platforms always feel pressure to compete with their customers
2025-04-17 View on X
Bloomberg

Source: OpenAI is in talks to acquire Windsurf, an AI coding tool formerly known as Codeium, for ~$3B; Windsurf was valued at $1.25B in a 2024 funding deal

they are the black hole of Startups People still don't get it Evil institution Deedy / @deedydas : @EMostaque Perhaps the time (say even 6mos) it takes to build and grow a Windsurf...

2024-10-26
I do think a software licensing business to OEMs is a logical next step for Waymo eventually. I would love to own a car with Waymo's tech. Sometimes I may drive it. Other times I may just sit in the back and work or sleep.
2024-10-26 View on X
CNBC

Waymo closed a $5.6B Series C led by Alphabet to expand its robotaxi service in and beyond LA, San Francisco, and Phoenix, bringing its total funding to $11.1B

Having had the pleasure of seeing Waymo come … Lora Kolodny : Waymo has closed its series C funding round at $5.6 billion.  The self-driving venture owned by Google parent Alphabet...

2024-10-06
While I don't think this election is about policy, I am happy to see Ben change his mind on the candidates. Glad to see sensibility and reason prevail. Good for Ben.
2024-10-06 View on X
Axios

Ben Horowitz says he and his wife plan to make a “significant” personal donation to Kamala Harris' campaign; Horowitz and Marc Andreessen endorsed Trump in July

tech oligarchs depend heavily on their access in washington, so will do everything they can to keep it.  a16z desperately wants washington to legitimize crypto, so they can get a r...

2024-10-05
While I don't think this election is about policy, I am happy to see Ben change his mind on the candidates. Glad to see sensibility and reason prevail. Good for Ben.
2024-10-05 View on X
Axios

Ben Horowitz says he and his wife plan to make a “significant” personal donation to Harris' campaign; Horowitz and Marc Andreessen endorsed Trump in July

- At the time, President Biden was still running for reelection. … - He notes that he and Felicia have known Harris …

2024-05-23
This is really exciting. When I was at Box we were hoping NLP models can help us extract basic metadata on files like business contracts. Today, all of your unstructured data can come to life and become a strategic asset.
2024-05-23 View on X
@levie

Box CEO on how generative AI can turn the mostly unstructured data inside enterprises into valuable knowledge, enabling greater automation of workflows and more

Aaron Levie / @levie : X: @hunglee , @villi , @adambrotman , and @tomwarren X: Hung Lee / @hunglee : Structured vs Unstructured data - AI will collapse the distinction and make it...

2023-11-18
Corporate governance is so important. Founders fight it sometimes, which is unwise. In this case there was a completely independent board that was not aligned with management or investors. If there were VCs on the board, this may have played out very differently.
2023-11-18 View on X
Axios

Source: Microsoft learned that OpenAI was ousting CEO Sam Altman just a minute before the news was published

Microsoft, which has invested billions in OpenAI, learned that OpenAI was ousting CEO Sam Altman just a minute before the news was shared with the world, according to a person fami...

Corporate governance is so important. Founders fight it sometimes, which is unwise. In this case there was a completely independent board that was not aligned with management or investors. If there were VCs on the board, this may have played out very differently.
2023-11-18 View on X
Forbes

Sources: key OpenAI investors, like Vinod Khosla and Reid Hoffman, who previously sat on its board of directors, didn't get advanced notice of Altman's firing

2023-03-10
SVB is the most important capital provider to tech startups and the biggest supporter of the community. Now is the time to support them.
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

SVB is the most important capital provider to tech startups and the biggest supporter of the community. Now is the time to support them.
2023-03-10 View on X
The Information

Some VC firms are encouraging their portfolio companies to pull funds out of Silicon Valley Bank while others are advising startups to keep no more than $250K

Silicon Valley Bank CEO Greg Becker on Thursday told top venture capitalists in Silicon Valley to “stay calm” …

2023-02-09
Your margin is my opportunity https://twitter.com/...
2023-02-09 View on X
The Verge

Q&A with Satya Nadella on Microsoft's partnership with OpenAI, using AI to improve search as a product, competition with Google, the Prometheus model, and more

I'm coming to you from Microsoft's campus in Redmond, where just a few hours ago, Microsoft announced that the next version …

2022-09-15
Great deal for Adobe. I do not understand why Figma sold. I will never understand. https://twitter.com/...
2022-09-15 View on X
Bloomberg

Adobe plans to acquire UI design and prototyping tool Figma for around $20B in cash and stock; Figma CEO Dylan Field will continue in the role; ADBE drops 12%+

Adobe Inc. agreed to buy software design startup Figma Inc. in a deal valued at about $20 billion to help it expand tools for creative professionals.

2022-07-11
Twitter will win, but not without destroying itself and in the end Elon will pay for the ashes. The board should have never signed this deal with him. Now, unless he offers a credible compromise, you have to take this to the end and take his money. https://twitter.com/...
2022-07-11 View on X
CNBC

SEC filing: Elon Musk notified Twitter he wants to terminate the merger agreement, claiming that Twitter didn't provide the relevant business info he requested