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Groq

6 statements across 6 episodes · 6 bullish · 0 bearish · 5 people on the record · first statement Mar 1, 2024 by Jason Calacanis · said 78 times in 31 episodes since 2024 · across every show →

Mentions by year

brought up most by Jason Calacanis (30), Chamath Palihapitiya (30), Tareq Amin (5), Gavin Baker (4), Sandeep 'Sunny' Madra (3), David Sacks (2), David Friedberg (2), Brad Gerstner (1)

tap a year for its mentions
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0815202420252026episodes it came up in
0027.5415202420252026episodesmentions per episode
2026 18 mentions in 12 episodes 2 per episode
2025 25 mentions in 8 episodes 3 per episode
2024 35 mentions in 11 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Groq, oldest first

Mar 1, 2024 positive
Assertion Supported
Calacanis: Palihapitiya invested in AI chipmaker Groq seven years ago
“He invested in a company seven years ago that is absolutely crushing right now called Grok.”
Jason Calacanis Mar 1, 2024 ▶ 2:44 E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
May 17, 2025 positive
Assertion Not publicly verifiable
Palihapitiya: Groq is the only AI inference firm with a Saudi export license
“We are the only inference company in the world with an export license from the United States to do this.”
Chamath Palihapitiya May 17, 2025 ▶ 14:55 Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
Nov 4, 2025 positive
Assertion Not checkable as stated
Tareq Amin: Humain has deployed 19,000 Groq chips in Saudi Arabia
“We have about 19,000 of their chips deployed.”
Tareq Amin Nov 4, 2025 ▶ 28:15 Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
Dec 31, 2025 bullish
Prediction Not checkable as stated
Chamath: Nvidia-Groq deal will drastically drive down AI infrastructure costs
“I just think it's going to create a huge acceleration in the ability for this entire infrastructure layer to get much cheaper and much more valuable, which I suspect then it'll have a lot more developer pull. You'll get a lot more applications being built, bil…”
Chamath Palihapitiya Dec 31, 2025 ▶ 1:37:36 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Mar 19, 2026 bullish
Disclosure
Huang: Nvidia plans to add Groq to optimize data center workloads
“Today, NVIDIA's computing is spread across GPUs, CPUs, switches, scale up switches, scale out switches, networking processors, and now we're going to add Grok to that, and we're going to put the right workload on the right chips.”
Jensen Huang Mar 19, 2026 ▶ 2:31 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
May 22, 2026 bullish
Assertion Not checkable as stated
Gavin Baker: Older GPUs have a useful life of 10 to 15 years
“All GPUs use Grok or Cerebrus for decode, and then those older GPUs, they have a useful life for 10 or 15 years, and this means that you can finance GPUs.”
Gavin Baker May 22, 2026 ▶ 1:21:07 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
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