Jonathan Ross – Founder & CEO of Groq explores OpenAI and Anthropic and will NVIDIA hit $10 Trillion with Harry Stebbings of 20VC
Jonathan Ross is the visionary behind Groq, the AI chip company redefining high-speed inference at scale. Under his leadership, Groq has raised over $3 billion and reached a valuation of nearly $7 billion, emerging as one of NVIDIA’s strongest competitors.
Before Groq, Jonathan was at Google, where he led the team that built the first Tensor Processing Unit (TPU), making him a pioneer in modern AI hardware architecture.
Timestamps:
00:00 Intro
01:10 Analyzing the Current Market Landscape
03:33 Why the Hyperscalers Have to Keep Spending Recklessly on AI
12:35 Why OpenAI and Anthropic Will Have to Build Their Own Chips
18:14 OpenAI and Anthropic Will be $5BN Companies: The Bull Case
28:20 Why China is Behind the US in AI and Deepseek is More Expensive to Run
34:37 How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe
37:21 Why We Have to Have Nuclear Energy and How to Bring it Back
48:16 Deflationary Pressures and New Job Markets
51:54 The Future of Vibe Coding
53:40 Why AI Companies Should Strive to Have Low Margins
58:46 S&P 7000, Mag 7 & Market Choppiness
01:06:44 Why OpenAI and Anthropic are so Undervalued
01:13:35 The Chip Market in 5 Years
01:21:51 Quick-Fire Round: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not
20VC with Harry Stebbings, September 29, 2025 (1:30 hour)
