kojoh.eth (Kojoh Atta)

To live is to choose. But to choose well, you must know who you are, what you stand for, where you want to go, and why you want to get there.

the greatest regret i have is underestimating the value of long term compounding. friendships, people, places, all get better with decades. beautiful things dont even start to reveal themselves for years. it is entirely what life is about. a few good things for a long time.

Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the "Nvidia or nothing" narrative was false. This didn't just demonstrate technical feasibility, it revealed that Nvidia's moat was shallower than markets believed. When a hyperscaler successfully builds custom silicon, every sophisticated buyer starts running" should we build our own?" calculations. This drops Nvidia’s TAM. Jonathan Ross (Groq’s founder) is the inventor of TPU. He understood the architectural principles that made non-GPU AI acceleration viable. His LPU architecture targeted inference workload where GPUs are actually over-engineered. This matters because inference is where the real money is long-term. Training is one-time capex, but inference is recurring opex that scales with usage. If Groq proved LPUs could hit competitive price-performance on inference, every cloud provider would white-label their architecture. Nvidia would get squeezed into "just training" while losing the annuity stream. It is safe to see this deal as Nvidia insuring against Groq enabling an entire ecosystem of Nvidia alternatives. But what is more interesting is the second-order effect, the customer lock-ins. Now, Nvidia owns both the incumbent standard (CUDA + GPU) and the most credible alternative architecture (LPUs). This is MSFT buying Github-level strategic. Any AI lab evaluating "build vs buy vs alternative vendor" now faces: - Option A (Nvidia GPUs) - Option B (Nvidia <> Groq LPUs) - Option C (start from scratch) Turning a competitive threat into a customer segmentation tool, Jensen is the master of trades. They can now price-discriminate: premium customers pay for GPUs, price-sensitive inference gets funneled to LPUs, and Nvidia captures both. If Nvidia doesn't integrate LPUs in its roadmap, this was a pure defensive play. If they do integrate it and start offering "GPU for training, LPU for inference" bundles, this becomes a textbook moat-widening acquisition. The most expensive thing in technology isn't building the future, it's preventing someone else from building a future without you.

Beaucoup de joie, de fierté et d’émotion. Un rêve devenu réalité. Merci à tous ceux qui m’ont toujours soutenu tout au long de ce parcours. #ballondor

Believe croire en 𝑠𝑒𝑠 rêves.

“The doers are the major thinkers.” — Steve Jobs

JUST IN: Bitcoin reaches new all-time high of $112,500

Crazy scenes in #Paris! #PSG are “ChampionsLeague winners for the first time ever!

🚨💣 OFFICIEL ! 𝗟𝗘 𝗣𝗔𝗥𝗜𝗦 𝗦𝗔𝗜𝗡𝗧-𝗚𝗘𝗥𝗠𝗔𝗜𝗡 𝗥𝗘𝗠𝗣𝗢𝗥𝗧𝗘 𝗟𝗔 𝗣𝗥𝗘𝗠𝗜𝗘̀𝗥𝗘 𝗟𝗜𝗚𝗨𝗘 𝗗𝗘𝗦 𝗖𝗛𝗔𝗠𝗣𝗜𝗢𝗡𝗦 𝗗𝗘 𝗦𝗢𝗡 𝗛𝗜𝗦𝗧𝗢𝗜𝗥𝗘 ! 🤩❤️💙 🗓️ 𝟯𝟭 𝗠𝗔𝗜 𝟮𝟬𝟮𝟱 : Cette date rentre officiellement dans l'Histoire du club et de la France 🇫🇷. ⭐️ 𝗣𝗔𝗥𝗜𝗦 𝗘𝗦𝗧 𝗖𝗛𝗔𝗠𝗣𝗜𝗢𝗡 𝗗'𝗘𝗨𝗥𝗢𝗣𝗘 🗼

the greatest UCL tie of all time

#InterBarca one of the best games I’ve ever watched! WOW!

ONE OF THE GREATEST PLAYS IN THE HISTORY OF OHIO STATE

🥹#Bitcoin at $100,000 🥹 I’m honestly speechless… From 2015 until now… I never thought I’d live to see the day. What a fucking incredible year 2024 has been! 🙌🏿🙏🏿🚀 #HODL #BTC

I told you so.

Sucks so bad that we asked for flying cars and all we're getting so far is supercomputers in every pocket, machines that can seemingly think, worldwide internet coverage from a cloud of satellites, verifiable computing in zero knowledge, programmable sovereign money, private biometric systems, 3D-printed organs, hydrocarbon synthesis from air, portable nuclear reactors, semi-autonomous drone swarms, affordable whole genome sequencing, personalized gene therapy, mind-controlled prosthetics, self-driving car services, instant global payments and capital markets, ubiquitous clean energy, multiple virtual reality platforms, beautiful image + video + voice synthesis, realtime flawless language translation, rapid cheap and safe global air transport...

NASA released the clearest view of Mars ever.

The next PayPal mafia in the works: Stripe → Anrok, Watershed, Render, Assembled Ramp → Cognition Labs, Rivet, UnifyGTM Plaid → TrueLayer, Stytch, TruckSmarter, Pipe Oscar → Violet, CertifyOS, Pearl Brex → Treasury Prime, Stir, Savvy Wealth Scale → Rome, Alchemy

Today, I'm excited to announce we have raised $40m Series A 🎉 🙏 It's been an incredible journey so far, we are just getting started, give us a couple of years, we've got some big plans. Thread ⬇️

Not Like Us youtu.be/T6eK-2OQtew

If I send you this just know that I’m about to make a sound business decision

the canonical emoji for tacked-on mid AI features in a product