Let Freedom: Political News, Un-Biased, Lex Fridman, Joe Rogan, CNN, Fox News $20B Nvidia Blitzkrieg: Groq Tech, Top Execs
Jan 6, 2026
A fascinating discussion unfolds around Nvidia's $20 billion deal to obtain Grok's innovative inference technology and its top talent. The podcast delves into the power of chiplets revolutionizing bandwidth for real-time reasoning and competition against Google's TPU. Grok's impressive claims about LPUs, boasting tenfold speed and energy efficiency compared to GPUs, are highlighted. The conversation also explores social capital's significant returns and public reactions to Chamath's involvement in this transformative tech landscape.
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NVIDIA's $20B Strategic Acquihire
- NVIDIA paid $20 billion to license Grok's technology and hire its leadership without calling it an acquisition.
- Jaden Schaefer frames the move as a strategic acquihire to neutralize a competitive TPU-like threat.
License Plus Talent: Acquisition Without the Label
- The deal is non-exclusive licensing while NVIDIA hires Grok's founder and president, mirroring past acquihire tactics.
- Jaden argues this structure avoids acquisition scrutiny while effectively transferring core talent and tech.
LPUs Threaten GPU Dominance
- Grok's LPUs claim 10x speed and one-tenth the energy of GPUs, presenting a major threat to NVIDIA's GPU dominance.
- Jaden explains NVIDIA likely wanted to prevent Google or others from scaling Grok-like tech via cloud offerings.