Groq

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 13 signals · latest 2026-09-03
• SEC Form D — secondary demand 4 signals · latest 2025-11-14 predicted the raise 220d early ✓

See the full track record →

• bullish fact_claim Sandeep Madra

  the architecture that jonathan the ceo and founder came up with is distinctly different from gpus and that that's what allows it to operate so quickly

• bullish fact_claim Sandeep Madra

  grok is a company that's been making an ai chip that goes inside you know servers and racks and then you know multiple multi-rack systems and what we've been working on with them kind of secretly for the last couple of months is building out a cloud service and in that cloud service we allow developers to utilize the high-speed inference engine that we've built so that they can build like new experiences that are you know super low latency high throughput

• bullish assessment Unattributed

  I think essentially NVIDIA is like, look, GPUs are great, but we don't want to lose a trick on inference. So I think this is essentially de-risking for Jensen and company. But that's just a little bit of context for folks out there who are curious.

• bullish assessment Unattributed

  For folks out there who are curious why NVIDIA would want to buy part of the Grok technology stack. I think, Jason, the answer is just TPUs from Google. Jonathan Ross, who was one of the founders of Grok, was a former Google TPU engineer. And if you recall, companies like Anthropic are turning to Google to use their technology.

• bullish prediction Unattributed

  But congratulations to the team over there. And I think it's just the start. I'm going to stick with my prediction.

• bullish assessment Unattributed

  This has to be like a home run, right? I mean, $20 billion. Oh, yeah. Grand Slam. Okay. Okay, got it. Got it. Yeah, I would say Grand Slam.

• bullish fact_claim Unattributed

  I will eventually know that because we were investors at my firm.

• bullish assessment Unattributed

  Grok had this incredible accelerant.

• bullish assessment Unattributed

  They did fabulously well since he joined. He was a real accelerant, and now they're going to be part of this. It's one of these licensing deals, which makes it go pretty quick. The existing company will still be there. You license it. We've seen this over and over again. Character AI, Scale AI, and Inflection. Inflection was the one bought by Microsoft. Scale was bought by Facebook Meta, if I have all my memory correct. So this is a new way of doing deals. What's great about these deals? When yo

• bullish assessment Unattributed

  Yeah, so it's a huge deal. And I said we're going to start seeing some very big deals in 2026, and here is the first of the very big deals. This is a $20 billion deal. Anything above $10 billion is a significant M&A deal. Anything under $10 billion is a single or double, but this is the home run category of exits.

• neutral fact_claim Unattributed

  First one is the big NVIDIA Grok with a Q. They're going to be licensing that technology for about $20 billion. Grok is a company that we've known here on the show for a long time. Your friend, Sonny Madra, used to host some AI stuff with us, and he's going to be part of the deal. Going over to NVIDIA, about $20 billion. The idea is that they will have a non-exclusive licensing agreement for Grok's inference technology, which is a fancy way to say that they're going to get to use what Grok has b

• bullish assessment Chamath Palihapitiya

  the next leap forward was what jonathan saw which was hold on a second if you look at the chip itself that gpu substantially has not changed since 1999 in the way that it thinks about problem solving it has all this very expensive memory blah blah blah so he was like let's just throw all that out the window we'll make small little brains and we'll connect those little brains together and we'll have this very clever software that schedules it and optimizes it so basically take the chip and make i

• bullish fact_claim Chamath Palihapitiya

  they're going to be developers of all sizes and the people that came are literally companies of all sizes i saw some of the names of the big companies and they are the who's who of the

• bullish assessment Chamath Palihapitiya

  my thought today is that ai is more about proofs of concept and toy apps and nothing real i don't think there's anything real that's inside of an enterprise that is so meaningfully disruptive that it's going to get broadly licensed to other enterprises i'm not saying we won't get there but i'm saying we haven't yet seen that cambrian moment of monetization we've seen the cambrian moment of innovation and so that gap has still yet to be crossed and i think the reason that you can't cross it is th

• neutral fact_claim Chamath Palihapitiya

  our original version was really focused on image classification and convolutional neural nets like resnet that didn't work out we ran head first into the fact that nvidia has this compiler product called cuda and we had to build a high class compiler that you could take any model without any modifications

• bullish prediction Chamath Palihapitiya

  there's a lot of market cap for grok to gain by just being able to produce these things at scale which could be just an enormous outcome for us

• bullish assessment Chamath Palihapitiya

  the grok with the q chips turns out to be extremely fast and extremely cheap ... developers stress testing us and finding that we are meaningfully meaningfully faster and cheaper than any nvidia solution

• bullish prediction Chamath Palihapitiya

  it has the potential to be something very disruptive

• bullish fact_claim Chamath Palihapitiya

  we had no customers two months ago i'll just be honest and between sunday and tuesday we've just we're overwhelmed and i think like the last count was we had 3 000 unique customers come and try to consume our resources from every important fortune 500 all the way down to developers

• bullish endorsement Chamath Palihapitiya

  Exactly, and enterprises are standardizing on them. That's the endorsement that matters.

• bullish assessment David Friedberg

  From a technical standpoint the architecture is genuinely differentiated, and that's what gives them durability. I think the criticism about margins misses the efficiency gains.

• bearish criticism David Sacks

  I'm more cautious. The margins in this category are brutal and the incumbents are going to compete hard on price. I'm not sure the moat holds.

• bullish prediction Chamath Palihapitiya

  I'm bullish. If they keep this pricing advantage they could be a generational company. I'd predict they triple revenue in the next eighteen months.

• bullish assessment Jason Calacanis

  Let's talk about groq. I think they've become essential infrastructure for AI teams, the growth has been staggering this year.

1. 2028-01-22 it has the potential to be something very disruptive · Prediction · pending
2. 2028-01-22 there's a lot of market cap for grok to gain by just being able to produce these things at scale which could be just an enormous outcome for us · Prediction · pending
3. 2028-01-17 I'm bullish. If they keep this pricing advantage they could be a generational company. I'd predict they triple revenue in the next eighteen months. · Prediction · pending
4. 2026-10-12 GitHub stars will exceed 50000 within 90 days. · Prediction · pending
5. 2026-06-22 growth · $650M · Led by Disruptive

VentureSignalScore 81/100 for groq, composed from 4 of 4 components (ai_infra formula)