2026 Starts with a bang: META AI Drama and Nvidia’s $20B Groq Acquisition | E2230
Jason and Alex are BACK on TWiST for 2026! This holiday season was anything but calm, with deca-corn acquisitions, massive Polymarket bets, and major new startups breaking from stealth! Jason talks the recent Nvidia-Groq $20B acquisition, a major exit for Chamath as the lead investor back in 2017! Jason delves into how the VC fund math shapes returns and investment considerations for pre-seed VC funds vs. Series A VC funds. Jason and Alex delve into drama swirling META’s AI team. Yann LeCun, META’s former Chief AI Scientist, announced that he would be leaving META to become Executive Chairman at AMI Labs. LeCun left the META team in the new year, calling the new Chief AI Scientist, Alexandr Wang, inexperienced. LeCun now looks to move AI beyond the era of LLM at AMI Labs.
Key Points
- Innovative use of AI tools like Google NotebookLM can significantly reduce legal expenses for startups by automating and streamlining complex legal processes.
- The changing habits of younger generations, including reduced dining out and different consumption patterns influenced by drugs like Ozempic, are leading to the decline of mid-tier restaurants.
- The acquisition of Grok's inference technology by NVIDIA for $20 billion highlights the increasing importance and value of AI capabilities in the tech industry.
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Transcript
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