Plus: The Real Story Behind the Nvidia–Groq Deal

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	Forwarded this email? Subscribe here for more The Real Story Behind the Nvidia–Groq Deal Plus: The Real Story Behind the Nvidia–Groq Deal Yaro Celis Dec 29   READ IN APP   Brought to you by: Thesys Vibe coding was one of many AI buzzwords that took over in 2025, but it was just one of them. This year didn’t just change how we build technology; it changed how we talk about it. In this issue, we break down the language behind the AI hype cycle, share the real numbers and implications of the Nvidia–Groq deal, and highlight a few learning resources worth your time. Stay curious. 🧰 AI Tools - New Tear Resolution The Language of the AI Hype Cycle in 2025 Turn your n8n workflows into intelligent AI apps in minutes. The Real Story Behind the Nvidia–Groq Deal 🛠️ AI Jobs Corner Science to watch in 2026 📘Learning Corner 500+ 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗟𝗶𝘀𝘁 𝘄𝗶𝘁𝗵 𝗰𝗼𝗱𝗲 Agentic AI Crash Course - Everything you need to learn about Agentic AI Subscribe today and get 60% off for a year, free access to our 1,500+ AI tools database, and a complimentary 30-minute personalized consulting session to help you supercharge your AI strategy. Act now as it expires in 3 days… Get 60% off for 1 year 📰 AI News and Trends Waymo is working on a Google Gemini-powered in-car AI assistant The Association of Chartered Certified Accountants (ACCA), the world’s largest accounting body with 257,900 members and 500,000+ students, will scrap remote exams from March, forcing candidates back into in-person testing as AI makes online cheating too hard to police. Microsoft is now offering some large customers money for employee training when they purchase a large number of 365 Copilot seats. Other Tech News Netflix Bets on Video Podcasts With Weekly Bill Simmons NFL Show New York state law requires social media platforms to display warning labels to young users The Worst Hacks of 2025 US stocks have been eclipsed by market gains in the rest of the world in 2025, as worries about high valuations, a Chinese artificial intelligence breakthrough, and Donald Trump’s radical economic policies contributed to a rare year of underperformance for Wall Street. Turn your n8n workflows into intelligent AI apps in minutes. C1 by Thesys turns any n8n workflow into a smart, adaptive AI app - with interactive UIs instead of walls of text. From chatbots to AI agents for research, analytics, or automation, no coding and no changes to your workflow logic. Thesys is the UI your n8n workflows have been missing. Try it Free The Real Story Behind the Nvidia–Groq Deal Nvidia–Groq Deal Breakdown: Big Paydays, Bigger Patent Moat Everyone gets paid at a $20B valuation. Groq’s full cap table wins: 85% paid upfront, the rest by end-2026. ~90% of employees (~550 people) move to Nvidia, making this one of the largest acquihires ever. That comes to about ~$36M per employee. The real asset isn’t hardware, it’s patents. Nvidia effectively acquires a patent arsenal around SRAM-based inference. Expect those patents to be weaponized via NPEs (patent trolls), creating a legal “scorched-earth” zone. Nvidia is licensed and protected, competitors risk lawsuits or high licensing fees. GroqCloud is hollowed out. Only ~10% of staff (50–70 people) remain. No core IP, no technical leadership, CEO and president gone, CFO running ops. The business shifts from innovation to keeping the lights on, but eventually Groqcloud may close Customers face uncertainty. GroqCloud still supports 2.5M developers, projected $500M 2025 revenue, and major deals (Saudi $1.5B data center, Meta/Llama, IBM watsonx). But with the builders gone, who ships new features or integrations? In a Nutshell Investors and employees win big Nvidia secures a powerful defensive moat GroqCloud risks becoming a zombie platform serving legacy contracts until Nvidia decides its fate. 🛠️ AI Jobs Corner Apply Today - Open Positions. Machine Learning Researchers (PhD) First-Line Supervisors of Productions and Operating Workers Computer and Information Systems Managers Database Administrators Apply Data Scientists Software Technical Writers Science to watch in 2026 AI enters the lab: Expect wider use of autonomous AI “agents” in research, with the first meaningful scientific discoveries led by AI possible. At the same time, risks grow as errors and data-loss issues surface. Smaller, specialized AI models are also emerging, already beating large LLMs on some logic tasks. Gene editing accelerates: At least two new clinical trials could launch for personalized CRISPR therapies targeting rare childhood genetic diseases, building on earlier one-off successes. Regulators are also moving to streamline drug approvals. Big health trials: The UK will report results from a 140,000-person trial of a blood test that can detect ~50 cancers before symptoms, a potential game-changer for early diagnosis. Space gets crowded: NASA’s Artemis II will send astronauts around the Moon for the first time since the 1970s, China will target the lunar south pole, Japan will visit Mars’s moons, and Europe’s PLATO mission will hunt for Earth-like exoplanets. Earth & physics milestones: China plans a first expedition of a ship designed to drill 11 km into Earth’s crust, while CERN will shut down the Large Hadron Collider for a major upgrade that sets the stage for higher-intensity experiments later in the decade. 2026 shapes up as a year where AI, biology, space, and big science infrastructure all hit important inflection points at once. 📘Learning Corner Agentic AI Crash Course - Everything you need to learn about Agentic AI 500+ 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗟𝗶𝘀𝘁 𝘄𝗶𝘁𝗵 𝗰𝗼𝗱𝗲 The Language of the AI Hype Cycle in 2025 2025 cemented AI as both infrastructure and cultural force, with a new vocabulary to match. The year’s most unavoidable terms ranged from “superintelligence” (Meta and Microsoft openly chasing it with nine-figure pay packages and $100B+ spending plans) to “agents” and “reasoning models,” which became default features across major chatbots. Distillation broke the assumption that only giant models win, DeepSeek’s R1 shocked markets and helped trigger a 17% Nvidia stock drop, while “hyperscalers” and “bubble” captured the tension around trillion-dollar data-center bets with unclear payoffs. On the darker side, “chatbot psychosis” raised alarms about mental health risks, “sycophancy” highlighted models that flatter users into bad decisions, and “slop” became shorthand for the flood of low-quality AI content. Add physical intelligence, fair use court battles, and the rise of GEO (Generative Engine Optimization) replacing SEO, and lets not forget Vibe Coiding to the list, wchih has thousands of programmers in fear. 2025 reads like a year where AI stopped being experimental, and started reshaping markets, media, law, and daily life all at once. 🧰 AI Tools of The Day The New Year means setting New Resolutions and tracking them. Here are some app to help you achieve that: Productivity & Planning Motion - AI automatically plans your day and reprioritizes tasks. Sunsama - Day-by-day task planning and time blocking. Habit, Goals & Tracking Habitica - Gamified habit and goal tracker (turn your routines into a game). Coach.me - Habit tracking with optional coaching community. RescueTime - Automatic time and distraction tracking with goals and alerts. GoalMap - Personal goal management, progress charts, and task breakdowns. Reflection & Insight Reflectly - AI-driven journaling and mood tracking that helps build consistency. 🚀 Showcase Your Innovation in the Premier Tech and AI Newsletter (link) As a vanguard in the realm of technology and artificial intelligence, we pride ourselves in delivering cutting-edge insights, AI tools, and in-depth coverage of emerging technologies to over 55,000+ tech CEOs, managers, programmers, entrepreneurs, and enthusiasts. Our readers represent the brightest minds from industry giants such as Tesla, OpenAI, Samsung, IBM, NVIDIA, and countless others. Reserve a Spot Explore sponsorship possibilities and elevate your brand's presence in the world of tech and AI. Learn more about partnering with us. You’re a free subscriber to Yaro’s Newsletter. For the full experience, become a paying subscriber. Subscribe for $1/Month Disclaimer: We do not give financial advice. Everything we share is the result of our research and our opinions. Please do your own research and make conscious decisions.   Like Comment Restack   © 2025 Yaro Celis 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe