Groq

“Unfortunately, I think what people don't realize is that the way to get better latency, like significantly better latency, is actually in the hardware. And that's why we see Grok, G-R-O-Q be able to exceed all these GPU-based inference platforms significantly,…”

“The world of inference, not foundation models, the world of inference is going to go through so much change this year, both in terms of GPU availability, which is easing up quite a bit, But also in terms of people like Grok, I think the one with the K or the Q…”

“In fact, they missed revenue last year significantly and yet they got bought, right? Because the value of the IP was there and the value of the team.”

“This happened for a company. I was an advisor for NVIDIA acquired in Fabrica just maybe a few months before they did Grok and similar style of deal, right?”

“In a general purpose workload, crock. Grok doesn't work, right? You know, it can't train, it can't, you know, it can't inference really, really large models cost efficiently, right? You can't serve many, many, many users, but what it can do is it can go block,…”

“And we were the fastest at it, and the largest, and, you know, our sales were more than 10 times the Grox, and they paid twenty billion dollars for the number two collector.”