Thursday, December 25, 2025

Nvidia's $20B acquihire 💰, Starlink accelerates 🛰️, virtual cells 👾

Nvidia has signed a licensing deal with Groq for its AI-inferencing technology. Groq, founded in 2016, makes chips and software to run AI models ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

TLDR

Together With Delve

TLDR 2025-12-25

Delve Shipmas Day 4: PCI, ISO 42001, CMMC, & FedRAMP (Sponsor)

Welcome back to Delve Shipmas - five days of major launches to modernize compliance. So far, we've launched AI copilot, AI VRM, AI security questionnaire Chrome extension, and today - we're launching: 4 new frameworks.

Getting through one framework is easy. What about doing five at once?

Today, Delve is announcing GA support for PCI DSS, ISO 42001, CMMC, and FedRAMP in our best-in-class AI-native platform in the new year.

Delve intelligently maps controls across frameworks and gives you simple procedures and pre-filled polices and procedures so you can move fast without missing requirements.

Whether you're a startup expanding into enterprise, a defense contractor preparing for CMMC, or a platform scaling into regulated markets, Delve lets you get compliant at the speed of AI.

Trusted by 1,000+ fast-growing companies including micro1, Flow, 11x, and Instantly, and more.

👉 Book a demo here to see multi-framework compliance and get $1,500 off with code DELVEXMAS4.

📱

Big Tech & Startups

Nvidia Licenses Groq's AI Technology as Demand for Cutting-Edge Chips Grows (3 minute read)

Nvidia has signed a licensing deal with Groq for its AI-inferencing technology. Groq, founded in 2016, makes chips and software to run AI models. Its language processing unit chips are built for inference, the process that AI models use to generate content. The company's chips can be produced and deployed faster and use less power than GPUs.
A Father, a Son, and Their $108 Billion Push for Media Moguldom (11 minute read)

Larry and David Ellison bought Paramount this summer, and now they are targeting Warner Bros. Discovery with a $108 billion hostile bid. Larry Ellison personally guaranteed $40.4 billion for the offer. If the deal works out, it could have enormous consequences for the news and entertainment industries. This article takes a look at the Ellison family, their past business dealings, and their relationship with each other throughout the years.
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Science & Futuristic Technology

Starlink passes 9 million active customers just weeks after hitting 8 million (3 minute read)

SpaceX's Starlink satellite service has surpassed 9 million active customers and is adding over 20,000 new users per day. Serving in over 155 countries, territories, and markets, the Starlink satellite constellation now has more than 9,000 low-Earth-orbit satellites. The growth rate reflects the rising demand for broadband in underserved regions. SpaceX may be positioning itself for an initial public offering as soon as next year, and Elon Musk has suggested in the past that Starlink could have its own IPO in the future.
The Virtual Cell Will Be More Like Gwas Than Alphafold (6 minute read)

A virtual cell is a model that lets researchers model diseases and treatments. Tied with the push for virtual cells are efforts to build a foundational model, similar to AlphaFold. Researchers will need to create their own datasets to answer specific questions to be successful in the field. This will require models that have the ability to explicitly identify, isolate, and subtract confounding noise.
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Programming, Design & Data Science

Reach millions of tech professionals at scale (Sponsor)

Over 6 million tech professionals read TLDR including developers, product managers, marketers, designers and executives. Get in front of your target audience with an ad placement just like this one! Learn more about running a test campaign.
Vibium (GitHub Repo)

Vibium is a browser automation infrastructure built for AI agents. It uses a single binary to drive a browser using AI, with zero setup. The tool handles browser management, proxies, MCP servers, and more. It works across Linux, macOS, and Windows, with no manual browser setup required.
Package managers keep using git as a database, it never works out (9 minute read)

Git was designed to be a distributed collaboration tool for source code. It wasn't designed to be used as a database for package registries. Package managers who use git as an index all had to build workarounds as they grew, causing pain for users and maintainers. Package registries need fast point queries for metadata.
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Miscellaneous

Random end of year shower musings on the state of the stablecoin economy and its participants (19 minute read)

Most new financial services companies will be built on stablecoin rails in the next decade. Stablecoin rails unlock programmable money, access to internet capital markets where genuinely new financial primitives are being built every day, and the ability to let agents manage funds with real guarantees. This is an opportunity to rethink what financial services should actually look like. Most of the industry is still running on the 2015 fintech playbook on new rails.
OpenAI has started mocking up what ads in ChatGPT could look like (2 minute read)

OpenAI employees have reportedly started discussions on different ways to prioritize sponsored information in ChatGPT. The company is considering giving priority placement to sponsored results when users are clearly talking about buying a product, showing ads based on user information, or a sponsored sidebar that shows ads relevant to the conversation. OpenAI is wary about turning off users, as they might not trust a chatbot that injects ads into sensitive conversations. The pressure to increase revenue is building on OpenAI, which signed a flurry of massive deals this year that it will have to pay for.

Quick Links

Avoid Mini-frameworks (9 minute read)

Mini-frameworks are custom frameworks that small teams develop on top of shared stacks.
Nobody knows how large software products work (7 minute read)

Large software systems are often very poorly understood, even by people most in a position to understand them, so the ability to accurately answer questions about large software systems is extremely valuable.
AST SpaceMobile Launches Its Most Powerful Direct-to-Cell Satellite Yet (5 minute read)

AST's BlueBird 6 has a massive antenna and processing that will allow it to support more than 2,000 cells per satellite, with 120Mbps of bandwidth per cell, to unmodified phones on the ground.
My 2026 Open Social Web Predictions (7 minute read)

This post shines a spotlight on trends and well-deserved projects.
model.yaml (Website)

model.yaml is an open description standard for defining cross-platform, multi-format AI models.
Saturation: Waymo edition (2 minute read)

A recent power outage in San Francisco caused Waymo robotaxis to get stuck.

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Thanks for reading,
Dan Ni & Stephen Flanders


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