Groq
An AI chip company.
- 1Back deep tech earlyGroq and Cerebras, before the market was hot
- 2Unseat incumbentsFundamentally different, not just better features
- 3Spend years on fitProduct-market fit, marketing, version 3.0
- 4Market takes off"When it's already hot, it's too late"
From Tony Fadell on early deep-tech investing
What was said about Groq
Tony Fadell backed Groq early, before the AI chip market got hot. Fadell cites early bets on Groq and Cerebras as examples of investing in deep technology before a market is hot. His view: "When it's already hot, it's already too late to be in it."
His firm looks for deep technology that unseats incumbents by being fundamentally different, not just better on features. Many such bets, including AI plus robotics, needed years on product-market fit, marketing and a version 3.0 before taking off. Other examples he gives are Simbe Robotics (retail inventory robots, around 7 to 8 years in) and Recursion for drug design (10 years). He also says software-only companies are being questioned, while companies combining atoms and software have staying power.
Tony Fadell: How to build real taste (and why AI makes it matter more)
Tony backed it early when it was cheap, as an example of investing before a market gets hot.
Tony Fadell backed Groq early, before the AI chip market got hot. Fadell cites early bets on Groq and Cerebras as examples of investing in deep technology before a market is hot. His view: "When it's already hot, it's already too late to be in it."
His firm looks for deep technology that unseats incumbents by being fundamentally different, not just better on features. Many such bets, including AI plus robotics, needed years on product-market fit, marketing and a version 3.0 before taking off. Other examples he gives are Simbe Robotics (retail inventory robots, around 7 to 8 years in) and Recursion for drug design (10 years). He also says software-only companies are being questioned, while companies combining atoms and software have staying power.
More in Other
OtherApple
A consumer technology company that makes the Mac, iPod, iPhone and software.
74 sources · 200 tips
OtherGoogle's web search product, now including AI Overviews, AI Mode and Lens.
47 sources · 97 tips
OtherGoogle Play
Google's app store for Android, with its own listing rules and search ranking.
18 sources · 49 tipsStandard Oil
John D. Rockefeller's oil refining company that came to dominate American kerosene and oil distribution.
5 sources · 48 tips
OtherTSMC
The world's leading contract chip maker, a pure-play foundry that manufactures chips for fabless designers.
6 sources · 32 tips
OtherTesla
An electric car maker that builds its own key components and factories.
13 sources · 23 tips
OtherIntel
A semiconductor company that made memory chips and the first microprocessor.
10 sources · 20 tips
OtherSpaceX
A private aerospace company building reusable rockets, the Dragon capsule, Starship and the Starlink satellite network.
4 sources · 27 tips