The bubble take is tired. This was regulatory arbitrage: IP licensing instead of acquisition to dodge CFIUS/antitrust. The $13B premium to avoid years of hold u

The bubble take is tired. This was regulatory arbitrage: IP licensing instead of acquisition to dodge CFIUS/antitrust. The $13B premium to avoid years of hold up while enriching Chamath and giving Trump's AI Czar a Christmas present. So many other things at play here than just "AI bubble so big it will boom". Here's my take on what actually happened: https://ossa-ma.github.io/blog/groq https://ossa-ma.github.io/blog/groq