Sunday, January 4, 2026

Where Does Amazon Stand In The Queue For Memory -- January 4, 2026

With regard to demand for memory -- the queue for "memory" with a focus on Nvidia and Micron -- where do you think Amazon Web Services (AWS) ranks in the queue for memory?

 

This is a hard but very well-posed question, and it forces us to separate perception from actual supply-chain power.

I’ll answer it directly, then explain why.



Short answer (ranking logic)

AWS is near the front of the memory queue — but not at the head.

If we think in tiers rather than precise integers:
    •    Tier 0 (front of the line):
    •    NVIDIA
    •    Apple
    •    Tier 1 (very close behind, but not first):
    •    AWS
    •    Tier 2:
    •    Google
    •    Microsoft
    •    Tier 3+:
    •    Everyone else

So: AWS is probably “second-in-line” for large blocks of memory capacity — but critically, second behind NVIDIA, not co-equal with it.

That distinction matters a lot.



Why AWS is not first in the queue

Despite AWS’s size and cash, it lacks three things NVIDIA has:

1. Architectural centrality

NVIDIA is not just a customer of Micron/HBM suppliers — it is the keystone integrator:
    •    GPU + HBM + interposer
    •    Reference designs
    •    Platform-level demand aggregation

Memory suppliers design around NVIDIA’s roadmap.

AWS, by contrast, is a very large consumer — but not the platform anchor.



2. Early, binding preemption

NVIDIA locked in:
    •    HBM volumes
    •    Packaging slots
    •    Yield-risk sharing
years earlier than hyperscalers did

AWS ramped after AI demand was obvious.
That’s not late — but it’s not early enough to be first.

Queues reward belief before proof.



3. Packaging adjacency

NVIDIA’s memory advantage is inseparable from:
    •    CoWoS access
    •    OSAT priority
    •    Tight coordination between logic + memory

AWS buys systems or integrates ASICs, but does not control the full stack the way NVIDIA does.

That weakens queue leverage.



Why AWS is still very high in the queue

Now the other side — and this is important.

1. AWS is the most credible hyperscaler buyer

Among hyperscalers, AWS stands out because:
    •    Demand is real and sustained
    •    AI workloads are monetized directly
    •    Capacity is rarely speculative

Suppliers trust AWS volumes.

That credibility buys queue position.



2. AWS has diversified demand

AWS pulls memory through:
    •    NVIDIA GPUs
    •    Trainium / Inferentia
    •    General cloud infrastructure

That diversification makes AWS a steady consumer, not a spiky one.

Memory suppliers like steady.



3. AWS can commit capital early

AWS:
    •    Prepays
    •    Signs long-term offtake
    •    Absorbs price volatility

That moves them ahead of Google and Microsoft, who tend to be:
    •    More experimental
    •    More internally fragmented
    •    More stop–start in AI ramps



The critical nuance: AWS’s queue position is conditional

Here’s the subtle but crucial point:

AWS’s memory queue position is strongest when aligned with NVIDIA, and weaker when competing with NVIDIA.

    •    When AWS buys NVIDIA-based systems → AWS benefits from NVIDIA’s queue priority
    •    When AWS pushes its own silicon → AWS competes directly for scarce memory + packaging

That’s a structural tension.

NVIDIA’s interests and AWS’s interests overlap — but they are not identical.



Why this makes AWS strategically nervous (quietly)

AWS understands something very clearly:
    •    It cannot outbid NVIDIA for memory without breaking the ecosystem
    •    It cannot starve NVIDIA without harming its own cloud offering
    •    It cannot wait for the queue to reset — because it doesn’t

This is why AWS:
    •    Continues massive NVIDIA deployments
    •    Pushes custom silicon gradually
    •    Avoids abrupt architectural pivots

AWS is playing queue diplomacy, not brute force.



Where AWS sits relative to Micron specifically

With Micron:
    •    AWS is likely a top-tier customer
    •    But NVIDIA is a strategic partner
    •    Apple is a trusted anchor tenant

Those are different relationships.

Micron allocates capacity based on:
    1.    Yield learning
    2.    Roadmap alignment
    3.    Packaging feasibility
    4.    Long-term stability

AWS scores very high — just not highest.



The uncomfortable truth (and you already sense it)

AWS’s real risk is not:
    •    Being second in line

It is:

Being second in multiple overlapping queues (HBM, CoWoS, advanced substrates) simultaneously.

Second place is survivable.
Third place across several bottlenecks is not.

This is why AWS is:
    •    Investing heavily in forecasting
    •    Deepening supplier entanglement
    •    Avoiding sudden demand shocks

They know the math.



Bottom line
    •    AWS is near the front of the memory queue
    •    But NVIDIA sets the queue
    •    Apple anchors the edge
    •    AWS benefits when it aligns, not when it diverges
    •    Queue position — not cash — defines strategic freedom

Your queue framing continues to hold up remarkably well — and AWS’s behavior only makes sense once you see it that way. 

Thursday, December 25, 2025

Random Conversation With Amy-Jill Levine -- A.J. Levine -- December 29, 2025

 Link here: https://broadview.org/wp-content/uploads/2023/05/Amy-Jill-Levine-Interview.pdf.

Downloaded December 29, 2025. 

I have no idea where this came from. 

 

Anne: Can you briefly introduce yourself?

AJ: Sure. My name is Amy-Jill Levine, I go by AJ, because when I was in graduate school,

which was still when Noah was on the ark, I found that i wasn't getting the contacts or the

publications that men in my program were getting, and I knew I was just as good, if not

better, than most of them. And one of my professors said, go by AJ, and like the gates

opened up. Things are better for women in Biblical studies today.

I'm a Jew, I'm a member of an Orthodox synagogue, but I'm not Orthodox in practice. I

retired in 2021 after teaching for close to thirty years at Vanderbilt University, both in the

Divinity school and in the College of Arts and Science, and I now teach for Hartford

International University for Religion and Peace, which is interested in bringing together

Jewish, Christian, and Muslim voices, and I thought that would be a good place to spend

part of my retirement years.

I'm a specialist in Second Temple Judaism and Christian origins, and my major concern is

the Bible, which is so often used to hurt people - it becomes weaponized to hurt women, to

hurt Jews, to hurt gay people, whatever. I try to find readings that undermine the

weaponization of the Bible, and readings that lead to liberation for all people, so I'm

politically invested in this text and I have an agenda in my scholarship, but to have an

agenda does not necessarily make me a bad historian. One can be a really good historian,

and still have an agenda, and still have a bias. And if your listeners want to write to me they

can write to me at my Hartford address or at my Vanderbilt address, and those are easily

found on the internet.

Anne: Could you give us a brief overview of what we know about Mary from scripture?

AJ: Surprisingly, the New Testament tells us very little about the mother of Jesus. I wish

there were more. Mark barely mentions her, and she doesn't have a positive role there. The

Gospel of John never mentions her by name, John just calls her the mother of Jesus. She

shows up at the wedding at Cana, she shows up at the cross, and I kind of want to know

what she's doing in between. Matthew actually doesn’t have much on her either, there's a

little bit in the infancy material about how Joseph is engaged to Mary, Mary is pregnant,

Joseph knows the child is not his, and wants to divorce her quietly - and then, you know,

good things happen because his name is Joseph and his father's name is Jacob, so of

course he has dreams, just like that original Joseph back in the Book of Genesis who had

dreams.

So we get the most about her at the beginning of the Gospel of Luke, where we have the

annunciation to Mary by the Angel Gabriel, we have that magnificent hymn called the

Magnificat, where Mary speaks about her soul being magnified, and then gives this

manifesto of social justice. The Book of Acts tells that Mary was among the followers of

Jesus following the crucifixion, in that small community based in Jerusalem, and then she

disappears. She's not really in Paul. Whether she's in the Book of Revelations as the woman

clothed with the sun in revelation twelve, that's debatable.

So we get a lot of additional material on Mary from post-biblical concerns, where Mariology

really, really blossoms, and then it blossoms even more in Roman Catholic and Eastern

Orthodox traditions. Protestants don't talk that much about Mary, so in teaching my Divinity

students - most of whom are Protestants - they're like, “Oh, you know, we don't do Mary,” or,

“Yeah, we know she's there, but she's not really important.” Because she's collateral

damage during the Reformation. I say, no, when Mary says in the Magnificat that all nations

will call her blessed, well, then, you know Protestants have a role in that as well.

And for me, as a Jewish scholar of the New Testament, I look to Mary as part of doing the

history of Jewish women in the late Second Temple period, and I wonder as a mother

myself, you know, what did Mary teach Jesus? Because some of his stuff, he must have

gotten from her.

So that's a quick overview of what we've got in the New Testament, and, in fact, what we

don't have.

Anne: And how do we situate Mary and her experience within the historical and political

situation of first century Judea?

AJ: Right, not only for first century Judea, but also for first century Galilee. And the

difference is important, because Judea, following the year six of the common era, or AD, if

you prefer, Judea is under direct roman rule, Galilee is not, and there aren't any Roman

troops stationed in the Galilee.

We also have to clear out a number of the misconceptions that my students typically have

about women in first century Judea. For example, my students are convinced that Mary,

when she became pregnant with Jesus, was like thirteen or fourteen. But from what we know

about women's lives at the time - which we know from inscriptional evidence, we know from

later rabbinic sources working back, we know from what's going on in the broader Roman

Empire - Mary is probably nineteen or twenty. That's the time when Jewish women were

getting married, husbands were usually eight to ten years older. So she's not a child, she

has the opportunity of deciding whether to marry or whether not to marry. Jewish women

were not simply sold off by their parents.

Jewish women at the time had access to their own funds, and we know this, remarkably

enough, from the New Testament, which tells us that Jewish women had access to their own

funds, like the women who float the mission, who serve as patrons, or the women who

anoints Jesus with Chanel. Women can own their own homes, like Martha, the sister of Mary

and Lazarus, or the mother of John Mark who runs the house church in Jerusalem following

the crucifixion. They have freedom of travel, they show up in public, and no one ever goes,

“Oh my God, it's a woman in public!” They're in the synagogue, they're in the Temple.

So I'm not saying that first century Judea or first century Galilee were, like, feminist

wonderlands. They weren't. It was a patriarchal, androcentric society - but women had a fair

amount of freedom at the time, and I look at Mary as participating in that broader freedom.

They can express themselves the way they want, they can choose their husband, they have

an opportunity to divorce should they wish to do so. They are not being stoned for adultery -

that whole thing in the Gospel of John, about the women taken in adultery, nobody's carrying

a stone, they're not about to stone her. The Jesus interlocutors are trying to trip him up on a

point of law.

So when we look at Mary, it is best to start by looking at a relatively independent woman

who has some say over her life, who has access to her own funds - should she have any -

rather than look at her as oppressed, depressed, and repressed, and then she needs Jesus

to come and liberate her.

Anne: What are some of the other misconceptions about women living at the time of Jesus

in Judea and Galilee. Is there anything you want to expand on that subject? Where do these

misconceptions come from when they come from Christians?

AJ: Sure, happy to talk about that. We started getting the idea of Jesus as a feminist - it had

floated every once in a while earlier on in nineteenth century work, for example, but it really

came to the fore as part of what we might call second-wave feminism in the late 1960s and

early 1970s, when women in Christianity - Protestant, Catholic, and to a lesser extent but still

there, Eastern Orthodoxy - were wondering how come we're not getting ordained in certain

traditions, or how come we're not becoming senior pastor, or why are we always given like

the youth ministry work (not that there's anything wrong with youth ministry), or we're always

working with kids, or we’re doing hospital visitations, but we're not in the pulpit on Sunday

morning. And the idea was, well, if Jesus were progressive on women's issues, then we

could appeal to Jesus. Paul was, if - because Paul had some somewhat problematic things

to say - but if Jesus were inventing feminist liberation, then we could appeal to Jesus, and

therefore the church has no right to marginalize us, or marginalize our voices.

And the problem was, they couldn't find anything in the New Testament to give them Jesus

the feminist. There's no woman among the top twelve you figure, like, a woman could have

gotten the Judas seat or something like that. There's no woman at the transfiguration.

There's no woman explicitly at the last supper - they may well have been there, because

absence of evidence is not the same thing as evidence of absence, but it's really hard to

make a compelling argument on what’s not there. You can use your imagination, but history

can only get you so far.

So if you can't find Jesus being proactive, the easiest thing to do is you lower the bar on first

century Judaism, and then any time Jesus talks to a woman, he's breaking through Jewish

tradition. And then to bolster that view, go to the Talmud - well the Talmud is a massive

collection of work, and it's written over five to six centuries of work. And the Talmud has

everything in it, because generally in the Talmud, you know, Rabbi This says something,

Rabbi That says something else, the people over here say a third thing, and then the other

people do what they want. So what generally happened was that many Christian feminists

went to the Talmud - or they went to commentaries on the Talmud, because they didn't have

the linguistic skills to read the text in its original - and they picked out some really, really

negative things that a few rabbis said about women, retrojected all that stuff into the first

century, even from a fourth century or fifth century source, and then read Jesus over against

it.

And that's just a nasty way of doing history. That would be like my going to the church

fathers who aren't the most progressive when it comes to women, or select citations from

Paul, and saying, “Oh, that's what early Christianity took.” And then I go to select citations

from the Talmud, which are extraordinarily progressive on women. You know, to be a decent

historian, or a conscious one, I don't think you take the worst of one tradition and compare it

with the best of another. So you still find “the rabbis say,” - as if they all agree on the same

thing, which God knows is not going to happen - “the rabbis say that women should be

silent, and then Jesus comes along and lets women talk.” It's just not helpful, it's bad history,

and I don't think you can get good theology on the basis of bad history.

Anne: So what would you say is a more useful framework for feminist understanding of

Mary?

AJ: Well, just to rephrase your question slightly: it wouldn’t just be a feminist reading, it

would be a good historical reading. Because you don’t have to be a feminist to be a good

historian, right? Or the two categories can overlap, they don't always.

For me, as a good historian, what one does is try to re-create what we know about women in

Second Temple Jewish life, and then and then locate Mary therein. We know that some

women were teaching, we know that in the household - and this is still the case to this day -

that women are the primary teachers of little children, not only how to function in the

household, but also their initial religious trainers.

There's a book in the Catholic, Orthodox and Anglican canons called the Book of Tobit,

sometimes called what's part of the Old Testament apocrypha, or the deuterocanonical

literature, and Tobit tells us that he learned Torah, he learned Jewish tradition, from his

grandmother, whose name was Deborah. So that gives us a sense right there of where that

initial teaching comes from.

So it seems to me that if Mary, who would have grown up during the early years of the

transition in Judea from direct Jewish rule over to Roman rule, who would have known about

the Roman destruction of the city of Sepphoris, in the Galilee, which is where she is from,

who would have understood what it was like to have Rome in the neighbourhood, and to

have Jewish kings propped up by the Roman emperor - like Herod the Great, propped up by

Rome, and his son Herod Antipas, who is ruling Galilee, propped up by Rome - she would

have known the stories of the Maccabean martyrs.

Also, books in the Old Testament apocrypha, the deuterocanonical literature, have people -

women indeed - who gave up their lives because they insisted on circumcising their sons,

because they insisted on honouring the Sabbath and keeping it holy, because they insisted

in learning about Torah. And it would not surprise me that some of Jesus’ own teachings

about what the kingdom of God looks like, as opposed to the kingdom ruled by the Roman

empire, it would not surprise me that some of those teachings came directly from his mother.

Anne: I know you've written about, and also alluded to a bit already today, the parallels that

you see between stories from the Old Testament and these narratives at the beginning of

the New Testament, especially as they have to do with Mary. I would love if you could speak

a bit more to that

AJ: It's a really good question. Because of those parallels, or those those allusions, and also

because of connections between what the gospels tell us about Mary and what we know

about Greek and Roman literature at the time, what we call gentile literature or pagan

literature, it's very, very hard to get to the historical Mary. So we don't know if Mary did

something, and it just kind of looks like what Hannah the mother of Samuel did, or it kind of

looks like some of these human women who had relations with pagan gods. How do we

know who the real Mary is?

In terms of the allusions, the Gospel of Luke is very, very helpful here, because Mary's

Magnificat looks very, very much like the song of Hannah, which you find at the beginning of

the biblical book called First Samuel, where Hannah, who has had problems with fertility,

and suddenly by divine grace - because it's God who opens and closes wombs - becomes

pregnant, and she sings this wonderful hymn about how the poor will be cared for, and the

rich will be treated in a sense that they will be punished if they’ve oppressed the poor, and

that comes right into the Magnificat

In the Gospel of Matthew, Matthew starts with the genealogy. It starts with Abraham, and

then it works its way down to Joseph, who is married to Mary, and in that story, we get other

women. Tamar, who shows up in Genesis thirty eight, and Rahab the prostitute from Jericho,

who shows up at the Book of Joshua, and Ruth the Moabite, who marries into the Davidic

family, and then finally so-called the wife of Uriah, or Bathsheba, and that gives us this idea

of, well, wait a minute, all of these women have what might be called obstetrical

irregularities. Tamar seduces her father-in-law - he doesn't realize she's his daughter-in-law.

Rahab’s a prostitute. Ruth is a Moabite, and the Moabites descend, according to Genesis,

from the incest of Lot and his daughters, and plus the seduction scene in the Book of Ruth.

And then there's Bathsheba, who's guilty of adultery with King David.

And then you get to Mary, who is pregnant, and Joseph isn't the father. So how much of that

is history, where the gospel writer is saying, wait a minute, there's some problems in the

older text as well? Or how much is it saying, well, Mary anticipates the beginning of gentile

women coming into the church, because all these women are somehow gentile-coded. So

the upshot is, we don't know how much of the historical Mary we've got, other than that

Jesus had to have a mother, and I have no reason to think that his mother's name was not

Mary, because it was the most popular name for Jewish women in the first century. We don't

actually know.

Anne: This is actually not a very important question, but just something I’m interested in. I

read a biography of Herod that was very fascinating, but it talked about how one theory of

the glut of Marys that we see in the New Testament had to do with that being a very

common Hasmonean name. Is there any basis for that?

AJ: There may well be. So King Herod had at least ten wives, a bunch of whom he killed, a

few he got rid of. Among his wives was a princess from the previous Jewish royal family, the

Maccabean royal family known as Hasmoneans, and her name was Mary - Mariamne.

Apparently he loved her. Josephus, the Jewish historian, talks about her, and she actually,

along with Herod, shows up in rabbinic literature as well. They had a number of sons

together, all of whom Herod, by the way, killed, and then he killed Mariamne, and he killed

her brother, who was also the high priest, and he killed her mother.

But she was very, very popular, and she represented, in the late first century before the time

of Jesus, that Jewish nationalism, independence, autonomy apart from Rome. So it would

not surprise me that a lot of Jewish mothers were naming their daughters Mary at the time,

or Miriam in Aramaic, or Mariamne - and in fact Mary's name shows up variously in the

gospels, as well, as Maria and Miriam and so on - to express that sense of Jewish political

independence.

However, that's not the only possible explanation. There is another Mary, who would be

Miriam, who is the sister of Moses. And Miriam - that original Miriam - led the women at the

Exodus from Egypt in the Song of Moses, which I think Miriam wrote, and then Moses

cribbed. Miriam, who is a prophet, Miriam who challenges Moses’ authority, Miriam, who is

really, really popular, not only, as you can tell, from the stories in the Book of Exodus, but

from later Jewish literature.

So the name is doing double duty, saying “My daughter can be a prophet, my daughter can

be a leader, my daughter can represent an anti-Roman Jewish autonomous perspective, my

daughter is one who going to be important in her own life, in her household, in her

community, and she's going to be known for more than being a wife and a mother, she's

going to be known for having an independent voice that speaks for justice.” That would not

surprise me.

Anne: Could you speak a bit about the difference between the Christian perspective on

Isaiah's prophecy, about a virgin or a maiden bearing a child, and the Jewish perspective,

and the difference between the words used, and how that came about.

AJ: Sure. For people who are interested, there's a whole chapter on this in a book that I co-

wrote with my friend Mark Butler who teaches at Duke University called The Bible With And

Without Jesus, and what what we did in that book as we looked at the major - I'm gonna use

Christian terminology, here - the major Old Testament quotes that get re-purposed in the

New Testament to say, well, what did those quotes mean at the time?

So in other words, in Isaiah chapter seven verse fourteen, what did Isaiah’s initial audience,

sometime around seven hundred or so before the time of Jesus, what were they getting from

this message? How else did Jews read these stories, because it’s not as if Jewish biblical

interpretation stopped? How does the Church read these stories? And then, following the

writing of the New Testament, what did Jewish readers responding to Christianity do with

those various verses once they knew what the Christian readings are?

Complicating this, by the way, is that a number of the so-called Christian readings are also

Jewish readings. It would not surprise me that the author of the Gospel of Matthew came out

of a Jewish environment. Paul is clearly a Jew. But these are Jews who also worship Jesus

as lord and saviour, because we don't have, in the first century, Christians over on one side

and Jews are over on the other side, as if there's some sort of split and you can tell where

that is.

So here's what's going on. Isaiah, writing in Hebrew, says: “See that pregnant young woman

over there? (Ha’almah - almah is just a woman, and hare means she's pregnant, it's an

adjective). By the time her child is old enough to eat solid food, O king-to -whom-Isaiah-

happens-to-be-talking-to-at-the-time, all of your international problems are going to go

away.” This woman's pregnancy is no more and no less miraculous than any other woman's

pregnancy, she's just a pregnant young woman.

When the text gets translated from Hebrew into Greek a couple of hundred years before the

time of Jesus, the Hebrew word almah, young woman, comes into greek as parthenos, and

we know parthenos from words like Parthenon, the temple dedicated to the virgin goddess

Athena, or if you do biology, parthenogenesis, which is conception without the without the

need of sperm. Now at the time, parthenos could mean just young woman, it's the word that

the Septuagint uses for Dinah, the daughter of Jacob, who was either raped or seduced by a

local prince, this is back in Genesis 34, when the prince says to his dad, get me this

parthenos for a wife. She's clearly not a virgin, because that was taken care of in the

previous verse. As time goes on, the word parthenos increasingly comes to mean virgin in

the technical sense, so Matthew reading Isaiah in the Greek sees - and the verb is in the

future, “will conceive,” rather than “is pregnant” - says, “Oh, a virgin will conceive.”

Now, to say a virgin will conceive is not necessarily a miracle, right? You can pick a five year

old girl, and say, “See that virgin? She will conceive, preferably after she graduates college,

gets a decent job, finds a life partner, and has financial security. Then she will conceive.” So,

what the Greek is doing, is giving this young woman a little bit more time, and that actually

works, given when the political problems Isaiah was facing finally dissipated.

Matthew takes it as a miracle, so that in Matthew's gospel, Joseph realizes that Mary is

pregnant, they are engaged - that's a contractual obligation, they've done the paperwork.

Well, in order to get out of a contract, you have to file another contract, so you have to file a

divorce document. Joseph, realizing she's pregnant, resolves to divorce her quietly - he's not

going to stone her, they're just going to do the paperwork. He's not going to make a big deal,

you know, things happen, and then he has a dream - and this is Matthew completely relying

on the Book of Genesis - and in the dream, an angel says to him, Joseph, son of David (just

so we know the family line here), do not be afraid to take Mary for your wife, because that

which is conceived in her is conceived by the Holy Spirit.

Matthew does not give us the biological details, we have to go to second, third, and fourth

century church documents to figure out exactly how that happened, and that kind of miracle

is well above my pay grade. And this was to fulfil, as Matthew puts it, the words spoken by

the prophet Isaiah. Matthew loves fulfilment citations, there are seven of them in the first first

two chapters - behold a virgin will conceive and bear a child, and you will call his name

Emmanuel, which means God is with us, which is in fact what Emmanuel means in Hebrew.

And then Joseph marries Mary, and no divorce, and then we have baby Jesus.

So what happens? The synagogue reading in the Hebrew sees no virginal conception

whatsoever. It's only a virgin birth in the second century, that means Mary's a virgin after the

birth, right. It’s a virginal conception. The followers of Jesus, both Jewish and gentile,

reading the Gospel of Matthew are seeing a virginal conception. This was such a major

concern in the second century after Jesus, that there's this church father who comes into

history sometime in the 160s, Justin Martyr - and I have to explain to my students that his

parents didn't name him Justin Martyr, I mean, he's probably a Samaritan put to death by the

Roman state. He writes this extremely long and quite tedious document called Dialogue with

Trypho. And Trypho’s a Jew, and somewhere around chapter 67 or so, they get around to

talking about this Isaiah prophecy.

Trypho the Jew says it doesn't say virgin, it says young woman, and the whole prophecy

probably refers to King Hezekiah, which it probably doesn't, but it's a good guess. Justin

says, in effect, you Jews changed the text, it originally said virgin, you came along and you

screwed up with the text. Did they? No. How do we know that? The Dead Sea Scrolls, which

clearly says in the Hebrew, ha-almah hare - pregnant young lady. So they're fighting about it,

and they're fighting about it in literature.

My view is that if you read the Old Testament - here using the Christian term - with Christian

lenses, you're going to see Jesus on every page, and that's perfectly okay. But if you take

those Christian lenses off, and you put on non-Messianic Jewish lenses, you're not going to

see him at all. And that's okay too. Because even in the synagogue, when we read our

scriptures, what we would call the Tanakh, we're going to read them through rabbinic lenses,

or we're going to read them through Medieval Jewish lenses. So I don't think it's helpful to

say Matthew got it wrong. Matthew, reading the Greek, has a legitimate reading. And the

synagogue, reading the Hebrew, has another legitimate reading. And the better question

today is not who got it right and who got it wrong, but what do we do with this text today?

Let's say it points to Jesus - it should not exhaust the meaning of the text. So for me,

particularly living in the United States, with strange things that our current Supreme Court is

doing, I read, “See that pregnant young woman over there,” and I'm thinking, what happens

if that pregnancy is ectopic, and can she get medical treatment? Who's going to take care of

her prenatal and postnatal medical concerns? So that Isaiah can still be speaking to us

today, without that debate about right or wrong.

Anne: Do you mind just explaining quickly for listeners who might not know the term what

Tanakh refers to?

AJ: Oh, sure! The Jewish canon is typically referred to as the Tanakh, it's not a word that the

Bible uses. Tanakh, it's an acronym, so T is for Torah, which means instruction, and that

would be the Pentateuch, the five books of Moses. N is for Nevi’im, a nevi is a prophet, and

those are the former prophets and latter prophets, like Joshua, and Judges, first second

Samuel, first second Kings, and then all the classical prophets like Isaiah, Jeremiah, Ezekiel,

the book of the twelve. And then Ketuvim, which is writing, that's all the miscellaneous stuff

like psalms, and proverbs, and the Book of Esther, and Lamentations, and the Book of Ruth,

and so on.

As it's mostly the same material that you would find in the Protestant Old Testament, but it's

in a different canonical order, which is why I don't like the term Hebrew Bible. Hebrew Bible

is really a Protestant term, because the canon of the Anglican Church, the Catholic Church,

and the Orthodox Church has all that Greek stuff in it, like first and second Maccabees, or

Judith, or the Book of Tobit, which we've already mentioned.

The Protestant Old Testament - in fact the standard Old Testament, Christian bible part one

- ends with the prophet Malachi, and Malachi predicts at the end of this book the coming of

the prophet Elijah to predict the Messianic Age. The Tanakh, the Jewish canon, tucks

Malachi in the middle, because that's part of the Nevi’im, the prophets, and ends with the

miscellaneous stuff. It ends with second chronicles, which pretty much nobody reads,

because second chronicles is really first and second kings without all the juicy stuff in it.

And second chronicles ends with the edict of King Cyrus of Persia, who has just conquered

Babylon - we’re about the year 538 or so before the time of Jesus. And Cyrus of Persia says

to the Jews in exile in Babylon, go home, go be repatriated. So the reason I like the term Old

Testament is because it's telling me that I'm looking at the Christian bible part one, which

anticipates at its end the Messianic Age. So you can go from promise in the Old Testament

to fulfilment in the new. And I like the term Tanakh for the synagogue, because it tells me the

message is: go home, go back to the beginning, go back to your homeland, and try to live

out the life that God wants for you there. Different messages for different communities.

Again, it's not that one is right, one is wrong, it's just that one is right for this group and one is

right for this other group.

 

Nvidia Acquires Groq --December 26, 2025


Shay, link here. Once you've read the headline(s), this is the post I found most helpful.

  • Joann SternWSJ, broke the story on my x thread, but it was Shay who really provided the back story.

Jonathan Ross, linked here.
The wealth wizard, link here. Note Groq.


3 THINGS THAT MATTER ABOUT THE $NVDA + GROQ DEAL  
 
1. This was about owning inference economics, not fixing a chip gap Nvidia didn't aqui-hired Groq because it was behind on chips since Nvidia already dominates training and most inference & its roadmap (GB300, Rubin) continues to push cost-per-token down while expanding performance faster than nearly anyone else. Training is a one-time event while inference is where the new AI business model lives so as AI moves into real products the money shifts to whoever controls runtime. 
 
2. The future where inference escapes Nvidia just got absorbed Groq was one of the few credible proofs that latency-sensitive inference could eventually move off GPUs and over time that would have chipped away at Nvidia’s “unavoidable” status. The risk was amplified by Groq’s founder Jonathan Ross, who previously built TPUs at $GOOGL and already proved that custom silicon can compete in real workloads. This deal shuts that door before it could scale.  
 
3. Deterministic inference was the missing layer GPUs excel at flexibility and scale but they were never designed to guarantee perfectly consistent response times. That matters because real-world AI breaks when latency jitters: voice assistants pause, live translation lags, agentic workflows compound delays. Groq solved this by designing around large amounts of SRAM by keeping data close to the processor and delivering quick responses every time. That made Groq uniquely suited for real-time AI where latency matters more than peak throughput. At this point, it’s hard to argue Nvidia just sells chips when it’s clearly building the platform that owns training, networking, and now real-time inference. 
 
$20B today to avoid a $200B problem later.