[margalabargala]

Groq has already been around for 8 years, and they have just over one ten-thousandth the revenue of Nvidia. They're also hemorrhaging money, their annual spend is 30x their revenue. Probably they'll get acquired into someone else in a few years. *Especially* since we're discussing the scenario of the AI bubble popping, Groq would implode.

The other two, sure.

[hhdhdbdb]

Already 8 years and being non profitable is forgivable for a hardware startup creating something new, especially a new silicon.

Depends why they are losing money. But losing money alone is not bad. This ain't an ice cream truck.

Agree groq implodes if demand for intellegent automation tanks (i.e. bubble burst), or competitors disrupt the disruptor. Another Z is all you need paper means my old laptop is running models fast or something means groq is not something you need.

They can probably pivot.

BTW OpenAI is 9 years old and they are a SaaS/PaaS running on Azure.

[ilinx]

> Another Z is all you need paper means my old laptop is running models fast or something means groq is not something you need.

I’m having trouble parsing that sentence. Is it missing some punctuation?

[margalabargala]

They're referencing papers like "Attention is all you need", where such papers have usually made AI models significantly faster/better. Better/faster models means great models running well on old hardware, obviating the need for specialized hardware.

More punctuation would look like:

> Another "Z is all you need" paper means my old laptop is running models fast or something, [therefore] means groq is not something you need.