Groq, every mention

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Verbatim, from the transcripts: the passages where Groq comes up

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▶ 1:36 Brad Gerstner We have our good friend, Sonny Madra, the CEO of Grok joining from, I don't know, Sonny, it looks like some fancy hotel in Saudi Arabia in the middle of the night. 3 times in the scene
▶ 14:42 Brad Gerstner What do you see at Grok?
▶ 15:58 Brad Gerstner And the result, I assume, Sonny, is that you're seeing huge demand at Grok and in Saudi Arabia where you are right now for these Chinese open source models.
▶ 29:35 Brad Gerstner You're talking Grok. 2 times in the scene
▶ 37:21 Brad Gerstner But it was, and, and I think that's why Grock and Cerebris are doing so well, but Sonny, give us, give us an, you know, an example.
▶ 56:48 Sunny Madra Like, not on the economic side, but like, you know, running the supply chain, you know, at Brock, and look, we're, we're fortunate in that, like, the majority of our supply chain is US-centric, including our chips, but, um, you know, we…

▶ 7:15 Brad Gerstner You know, they have a huge AI project there called Humane that they launched in partnership with folks like NVIDIA and Grok.

▶ 55:06 Brad Gerstner You're talking about Cerebris and Grok and, you know, Fireworks and all these others. 2 times in the scene

▶ 12:32 Bill Gurley You know, train a model on a big NVIDIA cluster, and you can run it on, you know, a different system, and there are certainly performance tests that are in the public that show the Groks and Cerebris and other TPUs, including the ones at…

▶ 11:00 Brad Gerstner And the more people I talk to, the more I'm convinced that that's the case, despite the fact that there'll be a lot of underwinners, including Grok and Cerebris, et cetera.
▶ 21:54 Bill Gurley What if some other company, Sunnies or, or, or some other one, um, decided to optimize inference? 2 times in the scene

▶ 16:33 Brad Gerstner Of course, you have companies like Grock and Cerebus that are bringing really fast inferencing to the table.

▶ 42:24 Bill Gurley I, I would say I think one of the retention problems is simply all the substitutes that are available, and if Meta's gonna, and then, and then if speed's gonna matter, like, as speed, there, there were these old stories of Google made… 3 times in the scene

▶ 0:46 Brad Gerstner Currently at Grok working on the Inference Cloud.
▶ 3:57 Brad Gerstner I know at Grok you guys are deploying Lama three. 2 times in the scene
▶ 48:31 Brad Gerstner And so I think what we're seeing with these smaller models and all of these other developments, and you guys are helping, you know, certainly to lead the way at Grok, you're just seeing massive improvements in token per second.

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