Mohsen Moazami

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

[Nik @NikMilanovic]

🚨 BREAKING: Joshua Kushner's @ThriveCapital is putting $1 billion into buying local accounting firms and rebuilding them around AI.

The acquisition arm is a company called Current.

The pitch to a decades-old CPA firm: sell us a majority stake, keep a meaningful piece for yourselves, and we'll re-engineer the back office with AI.

The ownership model is the part worth a look:

→ Traditional PE buys to sell inside a fixed window
→ Thrive plans to hold for the long run, the way Berkshire Hathaway does
→ Local partners keep real, meaningful stakes
Patient capital, pointed at a fragmented, unglamorous industry.

The proof point so far is Larson Gross – one accountant, one office in Bellingham, WA in 1949, grown into a regional firm with five offices and 200 employees.

In 2025 its partners sold control to Current.

@Forbes reports the in-house models are hitting up to 98% accuracy on data entry.

Worth being precise, though – data entry is the high-volume floor of accounting, not the judgment work clients actually pay for.

The skepticism is fair, too.

AI roll-ups have been hyped for years and mostly underdelivered. The gap between the pitch and the operating reality is still wide.

The bet underneath all of this: that permanent capital plus AI can run a professional-services firm better than the people who spent decades building it.

If it works in accounting, the same template is waiting for law, insurance, and consulting.

A billion-dollar wager on the back office of American business.

[Bill Ackman @BillAckman]

With the besties as I am always All-In

[Lip-Bu Tan @LipBuTan1]

Congratulations to my good friend Jensen Huang on being awarded an Honorary Doctorate in Science and Technology from @CarnegieMellon University for his outstanding contributions to accelerated computing and Artificial Intelligence. It was my honor to place upon him his doctoral hood this morning. @intel and @nvidia are collaborating to develop exciting new products!

[Adib @adibvafa]

Sharif is the #1 university in Iran. Over the last 25 years, it has been in the top 3 destinations of top Olympiad medalists.

[Jo @JoJoFromJerz]

Pete Buttigieg is so fucking good at this shit. He’s just so fucking good.

[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.

[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. �

[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.

[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.

[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.

[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.

[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.

[Mohsen Moazami @mmoazami]

@PahlaviReza I can Jason. Chamath has my number, but DM me for my no. I am in the Bay Area

[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. 🏗️

[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

[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.

[Ali Partovi @apartovi]

This is a terrific overview of @Neo Residency! (Thank you @MTemkin.)

[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: https://t.co/FumVtRXR7p
🤝 book your 1:1 meeting: https://t.co/y1uXOtBPan

#GTC26 #NVIDIAGTC

[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

[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
https://t.co/VIigmFVegm