O'Driscoll: Nvidia's $20B Groq deal normalizes mega-acquisitions for tech buyers
Rory O'Driscoll · Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings · Jan 8, 2026 · at 13:26
Rory O'Driscoll (General Partner at Scale Venture Partners) explains how Nvidia's acquisition of Groq removes psychological valuation barriers for rival tech acquirers.
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“There's this, everyone, you know, six months ago, if you said, I think we should buy Cerebus or Grok for 20,000,000,020 billion, you're at one of these other companies, you know, five people would dump at you and say, idiots. Now you say it and they go, well, the smartest guy on the frickin' planet in semiconductors just did one of these things. That normalizes it.”
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