Fordel StudiosLWiAI Podcast #230 - 2025 Retrospective, Nvidia buys Groq, GLM 4.7, METR
What Happened
Nvidia buying AI chip startup Groq for about $20 billion, Meta Buys AI Startup Manus, Z.AI launches GLM-4.7
Fordel's Take
honestly? Nvidia just bought Groq for twenty billion dollars. it's not innovation; it's asset consolidation. they're locking down the entire stack, using the GPU dominance to swallow up infrastructure startups like Groq. the GLM-4.7 launch just adds to the noise, but the real story is the massive financial chokehold they're creating over the underlying hardware and model access. we're just watching old money consolidate power with shiny new AI wrappers. it's predictable, and frankly, boring.
What To Do
Stop chasing hype and start tracking asset acquisitions.
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