Socially.Selfish.PJ @prabhe

Institutions are inefficient. Experts are overrated. Capital should flow toward builders. Technology compounds. Independent thinking wins.

The company is leasing four buildings about a mile from its headquarters. bizjournals.com/sanjose/news/2…

So true

Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the "Nvidia or nothing" narrative was false. This didn't just demonstrate technical feasibility, it revealed that Nvidia's moat was shallower than markets believed. When a hyperscaler successfully builds custom silicon, every sophisticated buyer starts running" should we build our own?" calculations. This drops Nvidia’s TAM. Jonathan Ross (Groq’s founder) is the inventor of TPU. He understood the architectural principles that made non-GPU AI acceleration viable. His LPU architecture targeted inference workload where GPUs are actually over-engineered. This matters because inference is where the real money is long-term. Training is one-time capex, but inference is recurring opex that scales with usage. If Groq proved LPUs could hit competitive price-performance on inference, every cloud provider would white-label their architecture. Nvidia would get squeezed into "just training" while losing the annuity stream. It is safe to see this deal as Nvidia insuring against Groq enabling an entire ecosystem of Nvidia alternatives. But what is more interesting is the second-order effect, the customer lock-ins. Now, Nvidia owns both the incumbent standard (CUDA + GPU) and the most credible alternative architecture (LPUs). This is MSFT buying Github-level strategic. Any AI lab evaluating "build vs buy vs alternative vendor" now faces: - Option A (Nvidia GPUs) - Option B (Nvidia <> Groq LPUs) - Option C (start from scratch) Turning a competitive threat into a customer segmentation tool, Jensen is the master of trades. They can now price-discriminate: premium customers pay for GPUs, price-sensitive inference gets funneled to LPUs, and Nvidia captures both. If Nvidia doesn't integrate LPUs in its roadmap, this was a pure defensive play. If they do integrate it and start offering "GPU for training, LPU for inference" bundles, this becomes a textbook moat-widening acquisition. The most expensive thing in technology isn't building the future, it's preventing someone else from building a future without you.

This is both proud & sad to watch. Empty stadium, no claps when she won or received medal! This Telugu girl from Vizag, Jyothi Yarraji, brought pride to the nation by defending her gold medal in Asia 100m hurdles at Gumi 2025, quietly shedding a tear🇮🇳

Elon Musk on how Optimus will provide access to the best medical care for anyone in the world: “Imagine a world where everyone has access to the best surgeons, literally everyone. And Optimus will have the level of precision that is frankly superhuman and will be able to do medical procedures, very sophisticated medical procedures, any medical procedure, perhaps things that humans can't even do because they're too difficult, and that will be available to anyone. People often talk about eliminating poverty and providing great medical care, but they never actually have a solution. Money doesn't solve it, because there are only so many, there's a very limited number of great doctors and surgeons, they don't grow on trees. But now they all get built in factories.”

Best thing on the planet earth today

🤣

Megan Basham @megbasham

8 months ago

I’m sorry, but how can you not think he’s hilarious? 🤣

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Happy #Diwali to all my Indian friends! 🪔 🫶 May this Festival of Lights bring joy and prosperity to you all. Stepped out with my colleague @BakstHadas to soak in the festive vibes and grab some Diwali decorations for our homes! 🏠✨🎆 शुभ दीपावली 🙏

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Wishing a joyful and healthy Diwali to all celebrating around the world! Thanks to Apeksha Maker for sharing this stunning photo taken on iPhone 17 Pro Max.

BILL MAHER: “You cannot ever deny success … Have the humility to give it up for enormous success on any level … Trump, not my choice. Didn't vote for him … but I can't deny the success.”

What will Arabella and Soros fund now??

Woke Left: ‘He’s the new Hitler.’

Kaitlan Collins @kaitlancollins

8 months ago

The front page of The Jerusalem Post.

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Raise your hand if you think President Trump is the BEST President America has ever had

When history is written, President Trump won’t just be remembered as a political figure - he’ll be remembered as the greatest peacemaker in modern history. The same people who mocked him will be forced to admit they were wrong. The Peace President!

We welcome the release of all hostages after over two years of captivity. Their freedom stands as a tribute to the courage of their families, the unwavering peace efforts of President Trump and the strong resolve of Prime Minister Netanyahu. We support President Trump’s sincere efforts to bring peace to the region. @POTUS @realDonaldTrump @netanyahu

President Trump just declared @marcorubio the greatest Secretary of State in history! What a compliment—and well deserved. Congratulations, Mr. Secretary!

Wow. Just wow. ❤️

Spencer Hakimian @SpencerHakimian

8 months ago

An Israeli father reunites with his son that has been held hostage for the past 2 years:

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What a wonderful explanation!! 👏🏼👏🏼 For 20years, almost one terrorist attack happened per day? 😳🤯

@LauraLoomer 💯