Groq

5 statements across 3 episodes · 4 bullish · 1 bearish · 3 people on the record · first statement Apr 29, 2024 by Sundeep Madra · said 24 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (17), Bill Gurley (6), Sunny Madra (1)

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Everything said about Groq, oldest first

Apr 29, 2024 bullish
Assertion Not checkable as stated
Madra: Developers replace OpenAI with Llama 3 with no performance loss
“And people are doing a direct replacement with open AI across the board. They come to us. So they come to, you know, all the different providers and they replace out open AI. And they don't really see any performance impact or any reasoning impact”
Sundeep Madra Apr 29, 2024 ▶ 4:56 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 29, 2024 bullish
Assertion Not checkable as stated
Madra: Llama 3 became Groq's most popular model in 48 hours
“And for us, we saw within the first 48 hours, it become the most power, most popular model that we run on Grok. And so really replacing what? Replacing Mixtrel eight by seven for us, which was, you know, generally considered the best open source model at that …”
Sundeep Madra Apr 29, 2024 ▶ 4:31 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 13, 2024 bearish
Assertion Supported
Madra: The three fastest AI inference companies are not NVIDIA
“The three fastest companies in inference right now are not Nvidia.”
Sunny Madra Oct 13, 2024 ▶ 22:47 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 13, 2024 bullish
Prediction Held up
Madra predicts multi-agent systems will enable transactional AI within one year
“You can have a thousand agents working together. You can have one that's making sure that the credit card charge is not too big. You can have another one to make sure that the address is right. You can have another one checking against your calendar. And so al…”
Sunny Madra Oct 13, 2024 ▶ 45:48 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 31, 2025 bullish
Disclosure
Gerstner: Groq is raising a huge new round and Altimeter is an investor
“Sonny's going to raise a huge new round here. We're happy to be investors with Sonny as well.”
Brad Gerstner Jul 31, 2025 ▶ 1:03:42 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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