20VC with Harry Stebbings

63 episodes

75.0 hours of content

1,708,673 total views

Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA’s most formidable challengers. Previously at Google, Jonathan led the team that built the first Tensor Processing Unit (TPU), making him one of the leading architects of modern AI hardware. ----------------------------------------------- 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 ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X:   / harrystebbings   Follow Jonathan Ross on X:   / jonathanross321   Follow 20VC on Instagram:   / 20vchq   Follow 20VC on TikTok:   / 20vc_tok   Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #jonathanross #groq #ceo #openai #anthropic #chips #nvidia #nuclearenergy #vibecoding