2026 Starts with a bang: META AI Drama and Nvidia’s $20B Groq Acquisition | E2230
This Week in Startups
World-building vs. next-word prediction
Jason argues for moving AI toward physical-world understanding and world models beyond pure LLM token prediction.
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Today’s show:
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 out 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.
PLUS Jason and Alex talk about the new social media app Tangle, from Biz Stone, co-founder of Twitter, and Evan Sharp, co-founder of Pinterest. Their Startup, West Co, launched tangle, which seeks to become an “intentional living” app. The two look to improve how humans interact with modern tech. Jason points out that very few news products have worked, but is eager to see how two industry veterans build in the space.
Timestamps:
(00:00) Why Restaurants are OVER — Peptides and other self medications
(06:41) Nvidia Acqui-Hires Groq for $20 BILLION
(9:48) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(11:00) The VC fund math between seed vs. Series A funds
(15:00) META buys TWiST 500 Company, Manus! Why it matters.
(20:20) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist
(21:24) Why Yann LeCun left META, and what could be behind it
(25:27) Producer Claude on the Gondola Crash in Zurich
(29:13) Jason’s Request for Augmented human intelligence
(30:11) Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit http://every.io/
(32:04) How one Trader made $436.8k on one bet on polymarket!
(36:05) Jason’s Predictions for 2026 IPOs
(40:01) Is news broken? How Tangle is tackling it.
(45:53) How much should startup incur in legal expenses? Should founders try to use AI to avoid costs?
(50:59) Why Google should let NotebookLM cook, make it a standalone brand!
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Thank you to our partners:
(9:48) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.
(20:20) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist
(30:11) Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit http://every.io/
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