20VC x SaaStr Is Back!!: Nvidia’s $20B Groq Grab, Meta’s $2.5B Manus Play, and Why “Invisible Unemployment” Will Define 2026
SaaStr·2026-01-09 01:21

20VC x SaaStr Is Back!!: Nvidia’s 20BGroqGrab,Meta’s20B Groq Grab, Meta’s 2.5B Manus Play, and Why “Invisible Unemployment” Will Define 2026 The latest from the 20VC x SaaStr collaboration with Harry Stebbings, Jason Lemkin, and Rory O’DriscollJensen Huang wanted the deal done before Christmas. He got it in two weeks. Nvidia just dropped 20billiononGroq—acompanydoingsub−20 billion on Groq—a company doing sub-50 million in revenue—because when you’re protecting a 3.5trillionmarketcap,13.5 trillion market cap, 1% is a rounding error.Meanwhile, Meta paid 2.5 billion for Manu ...