Mohsen Moazami

245 posts

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Mohsen Moazami

Mohsen Moazami

@mmoazami

President at @Groqinc. A founder crazy investor & tech enthusiast. A husband and a father. Opinions are personal

Menlo Park, CA Katılım Nisan 2009
1K Takip Edilen577 Takipçiler
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Mohsen Moazami retweetledi
Jo
Jo@JoJoFromJerz·
Pete Buttigieg is so fucking good at this shit. He’s just so fucking good.
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
The sad thing is that Ro is the guy preaching for socialism while he is the most active insider trader in Congress. He is a terrible representative of Silicon Valley.
Anthony Pompliano 🌪@APompliano

Nancy Pelosi take a seat. There is a new king in town when it comes to Congress members being abnormally good traders. Ro Khanna has DESTROYED the S&P 500 since January 2024. Read the full analysis: procapinsights.com/app/articles/c…

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Citizen Kau
Citizen Kau@citizen_kau·
Arnab’s video going viral in Iran. For all the right reasons. Never thought I’d live to see this day. 🥲
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Brian Krassenstein
Brian Krassenstein@krassenstein·
BREAKING: Megyn Kelly on MAGA: Megyn Kelly: “After 14 years inside Fox News, I’m exposing what viewers refuse to see—how the network morphed from news into a propaganda machine designed purely to cheerlead wars, worship Trump, and feed you manufactured rage instead of facts.” Truth.
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Mohsen Moazami
Mohsen Moazami@mmoazami·
@PeteHegseth As an American, I am disgusted. Threatening to bomb a nation of 90 mil "back to the Stone Ages" is not strength — it's barbarism. It spits in the face of everything this country claims to stand for: diplomacy, human dignity, & the rule of law. War crime ! Outraged.
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Pete Hegseth
Pete Hegseth@PeteHegseth·
Back to the Stone Age.
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Omid Memarian
Omid Memarian@Omid_M·
What explains Donald Trump’s obsession with threatening to send Iran “back to the Stone Age”? If military objectives are met, why the need for such language? Because it is not strategic, it is rhetorical overreach. And it plays directly into the hands of the Islamic Republic. You cannot flatten a country and claim you are targeting only the Iranian regime and its officials while its people will somehow remain in the 21st century. You can’t send back a nation to the Stone Age without committing war crimes. Sending Iran “back” means sending Iranians back. That means you are targeting the Iranian nation itself, its people, its culture. It hands the regime exactly what it has long sought: proof that this is not a war against a government, but against a people, a history, a civilization. Even Genghis Khan did not advertise his wars like this.
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
The next phase of AI silicon is all about cheap, abundant decode. Groq was just the appetizer…This paper is a very good guide.
Chris Laub@ChrisLaubAI

🚨 BREAKING: A Google researcher and a Turing Award winner just published a paper that exposes the real crisis in AI. It's not training. It's inference. And the hardware we're using was never designed for it. The paper is by Xiaoyu Ma and David Patterson. Accepted by IEEE Computer, 2026. No hype. No product launch. Just a cold breakdown of why serving LLMs is fundamentally broken at the hardware level. The core argument is brutal: → GPU FLOPS grew 80X from 2012 to 2022 → Memory bandwidth grew only 17X in that same period → HBM costs per GB are going UP, not down → The Decode phase is memory-bound, not compute-bound → We're building inference on chips designed for training Here's the wildest part: OpenAI lost roughly $5B on $3.7B in revenue. The bottleneck isn't model quality. It's the cost of serving every single token to every single user. Inference is bleeding these companies dry. And five trends are making it worse simultaneously: → MoE models like DeepSeek-V3 with 256 experts exploding memory → Reasoning models generating massive thought chains before answering → Multimodal inputs (image, audio, video) dwarfing text → Long-context windows straining KV caches → RAG pipelines injecting more context per request Their four proposed hardware shifts: → High Bandwidth Flash: 512GB stacks at HBM-level bandwidth, 10X more memory per node → Processing-Near-Memory: logic dies placed next to memory, not on the same chip → 3D Memory-Logic Stacking: vertical connections delivering 2-3X lower power than HBM → Low-Latency Interconnect: fewer hops, in-network compute, SRAM packet buffers Companies that tried SRAM-only chips like Cerebras and Groq already failed and had to add DRAM back. This paper doesn't sell a product. It maps the entire hardware bottleneck and says: the industry is solving the wrong problem. Paper dropped January 2026. Link in the first comment 👇

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Mohsen Moazami@mmoazami·
@PahlaviReza I can Jason. Chamath has my number, but DM me for my no. I am in the Bay Area
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Reza Pahlavi
Reza Pahlavi@PahlaviReza·
My compatriots in the diaspora, Your efforts and work in recent weeks, and your remarkable presence on the Global Day of Action, have played a key role in changing global public opinion and influencing decision-makers to support the people of Iran. In the sensitive days and weeks ahead, your role in sustaining this support to bring an end to the disgraceful reign of the Islamic Republic is vital. Along this path, I ask you to undertake the following activities: Contact representatives and decision-makers in your countries of residence. Persuade them that support for the people of Iran must continue until the very moment the Islamic Republic falls. Also emphasize the inviolability of Iran’s territorial integrity. Stress full commitment to the will of the Iranian people in establishing the country’s future system of government. And insist on the utmost care to prevent harm to civilians. In dialogue and correspondence with media outlets and civil institutions, convey the clear message and demand of the people of Iran in the most appropriate manner. By participating in large marches, demonstrate and express what the people of Iran want. Decisive moments lie ahead of us—moments that will shape Iran’s future for decades and centuries to come. Redouble your efforts. You are the children of Arash, who placed his very life into his arrow. Devote your every last ounce of energy to sustaining global support for erasing this Zahhak-like regime from the sacred soil of Iran. A heavy burden of destiny rests upon the shoulders of us all. And we, together, will walk this path until final victory. Long live Iran
Reza Pahlavi@PahlaviReza

هم‌میهنان عزیز خارج از کشور، تلاش و حضور پرشور شما در هفته‌های اخیر، و درخشش بی‌نظیرتان در «روز جهانی اقدام»، سهمی کلیدی در تغییر افکار عمومی جهان و تصمیم‌گیران برای حمایت از ملت ایران داشته است. در روزها و هفته‌های حساس پیشِ رو، نقش شما در تداوم این حمایت تا پایان دادن به عمر ننگین جمهوری اسلامی، حیاتی است. در این مسیر من از شما می‌خواهم فعالیت‌های زیر را انجام دهید: - با نمایندگان و تصمیم‌گیران کشورهای محل اقامت خود تماس بگیرید. آنان را قانع کنید که حمایت از ملت ایران باید تا لحظه سقوط جمهوری اسلامی ادامه یابد. - همچنین بر خدشه‌ناپذیر بودن تمامیت ارضی ایران تأکید کنید. بر التزام کامل به اراده ملت ایران برای شکل دادن به نظام آینده کشور پافشاری کنید. و بر مراقبت حداکثری برای جلوگیری از هرگونه آسیب به غیرنظامیان اصرار بورزید. - در گفت‌وگو و مکاتبه با رسانه‌ها و نهادهای مدنی، پیام و خواست روشن ملت ایران را به شایسته‌ترین وجه منتقل کنید. - با شرکت در راهپیمایی‌های باشکوه نشان دهید و بیان کنید که ملت ایران چه می‌خواهد. لحظاتی سرنوشت‌ساز پیش روی ماست. لحظاتی که آینده ایران را برای دهه‌ها و سده‌ها رقم خواهد زد. تلاش‌های خود را چند برابر کنید. شما فرزندان آرشید که جان خویش را در تیر کرد. تا واپسین لحظه، انرژی خود را صرف تداومِ حمایت جهانی برای محوِ این رژیم ضحاکی از خاک اهورایی ایران کنید. باری سنگین از سرنوشت بر دوش همه ماست. و ما، همراه یکدیگر، این مسیر را تا پیروزی نهایی خواهیم پیمود. پاینده ایران، رضا پهلوی

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Ali Ghodsi
Ali Ghodsi@alighodsi·
Exactly 10 years ago (Jan 2016), I stepped in as CEO. We had just closed out Q4 with a total of $600k in revenue (screenshot from board deck). Fast forward a decade. Q4 audited GAAP Revenue: $1,290M and over $5.4B revenue run-rate ending January. I’ve never tweeted our exact quarterly financials before, but seeing that $1.29B number cross my desk on my 10-year anniversary hit differently. To the team that built this: thank you. If you're following the data space, you know exactly what this milestone means. 🏗️
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Mohsen Moazami@mmoazami·
@RudyGiuliani How in a short few years America's mayor shrunk into a meagerly paid agent of MEK. You are a miserable and irrelevant old man
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Rudy W. Giuliani
Rudy W. Giuliani@RudyGiuliani·
Reza Pahlavi is the heir to a regime of corruption and brutality imposed by outsiders on the Iranian people. He has lived a life of a self proclaimed "prince" supported by the money stolen from the people. His presence demeans the sacrifices being made for freedom.
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Powerset Research
Powerset Research@PowersetRes·
We replicated the @SemiAnalysis_ estimate that ~4% of public GitHub commits are being authored by Claude Code. Moreover, this figure is growing exponentially.
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DDN
DDN@DDNintelligence·
Headed to NVIDIA GTC 2026? Register for the DDN AI Data Summit 🎟️ What you’ll experience with DDN: ✅ DDN AI Data Summit and Luncheon — Following the keynote Monday 16th 2-5PM, get exclusive insights from DDN, NVIDIA, core partners, and customers, plus DDN’s 2026 roadmap and new product announcements. Register now before seats fill up. ✅ Booth #1621 + Theater — See how enterprises accelerate AI Factories, AI Clouds, Sovereign AI, and Physical AI with DDN. ✅ 1:1 Strategy Meetings — Meet with DDN business + technical leaders to tackle your AI challenges and plan your roadmap. Book a meeting now. 📍 NVIDIA GTC 2026 | San Jose 🗓️ March 16–19 🎟️ Register for the AI Data Summit: bit.ly/4reqVs0 🤝 book your 1:1 meeting: bit.ly/4jVGUc3 #GTC26 #NVIDIAGTC
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Powerset Research
Powerset Research@PowersetRes·
We dumped GitHub into DuckLake. Here’s what we found: • Growth rate of new repos doubled in 2025 • Microsoft leads Big Tech in repo creation, contrary to narrative the company is closed • a16z captured nearly as much OSS value as all other early-stage VCs combined More below
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Robert Friedland
Robert Friedland@robert_ivanhoe·
The bottleneck for AI is memory, not computing power. The existing AI memory architecture is energy-intensive, high-latency, and not readily scalable. The problem will only grow as AI models move from data centres to the interface between local devices and networks, and the broader internet. The solution may lie in new hardware capable of consolidating both memory and computing on a single chip. Companies like @Groq and @Cerebras, which focus on integrating memory and computing, are attracting incredible valuations for this very reason. CMOS-compatible memory can be more densely packed, thereby bolstering capacity and stability in extreme temperatures and in radioactive environments, such as outer space. But you can’t make that memory without the right materials. Aluminum-scandium-nitride (AlScN) can deliver high-density, non-volatile, CMOS-compatible memory. AlScN requires less energy than capacitors in RAM, which must constantly draw power to retain the data they store. Sunrise Energy Metals $SRL is developing the world’s largest and highest-grade scandium deposit in New South Wales, Australia, and is moving into pre-construction of the mine. The Syerston Scandium Project holds over 32,000 tonnes of scandium oxide: enough to supply western markets with a low-cost, scalable, and reliable supply of this critical rare-earth metal for decades to come. @SunriseMetals bloomberg.com/news/articles/…
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Beth Kindig
Beth Kindig@Beth_Kindig·
Goldman Sachs projects TSMC’s $TSM annual CoWoS capacity to more than triple between 2025 and 2027, from ~675K wafers to 2.31 million wafers, revised up from 1.74 million wafers. $NVDA $AMD $AVGO
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Ben Pouladian
Ben Pouladian@benitoz·
OpenAI’s CFO just published the most important chart in AI. Compute: 0.2 → 0.6 → 1.9 GW (3x/year) Revenue: $2B → $6B → $20B (3x/year) “More compute would have led to faster monetization.” While SaaS multiples have collapsed from 50x to 10-15x, OpenAI is raising at 65x revenue. The difference? This isn’t a software company. It’s an infrastructure company. Revenue scales with compute, not seats. Growth is bottlenecked by gigawatts, not sales reps. The picks-and-shovels trade is real.
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