Skip to content
The Twenty Minute VCThe Twenty Minute VC

Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN

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/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Jonathan Ross on X: https://twitter.com/JonathanRoss321 Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #jonathanross #groq #ceo #openai #anthropic #chips #nvidia #nuclearenergy #vibecoding

Jonathan RossguestHarry Stebbingshost
Sep 29, 20251h 31mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 1:10

    Intro

  2. 1:10 – 3:33

    Analyzing the Current Market Landscape

  3. 3:33 – 12:35

    Why the Hyperscalers Have to Keep Spending Recklessly on AI

  4. 12:35 – 18:14

    Why OpenAI and Anthropic Will Have to Build Their Own Chips

  5. 18:14 – 28:20

    OpenAI and Anthropic Will be $5BN Companies: The Bull Case

  6. 28:20 – 34:37

    Why China is Behind the US in AI and Deepseek is More Expensive to Run

  7. 34:37 – 37:21

    How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe

  8. 37:21 – 48:16

    Why We Have to Have Nuclear Energy and How to Bring it Back

  9. 48:16 – 51:54

    Deflationary Pressures and New Job Markets

  10. 51:54 – 53:40

    The Future of Vibe Coding

  11. 53:40 – 58:46

    Why AI Companies Should Strive to Have Low Margins

  12. 58:46 – 1:06:44

    S&P 7000, Mag 7 & Market Choppiness

  13. 1:06:44 – 1:13:35

    Why OpenAI and Anthropic are so Undervalued

  14. 1:13:35 – 1:21:51

    The Chip Market in 5 Years

  15. 1:21:51 – 1:31:19

    Quick-Fire Round: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not

Get more out of YouTube videos.

High quality summaries for YouTube videos. Accurate transcripts to search & find moments. Powered by ChatGPT & Claude AI.

Add to Chrome