PERSON DIRECTORY
Jonathan Ross
Jonathan Ross appears in 6 indexed conversations across 20VC, David Senra, NoRush Invest. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN
Jonathan Ross says OpenAI, Anthropic and every hyperscaler will build chips for control over their own destiny, while Nvidia could be worth $10 trillion in five years.Doubling inference compute could nearly double their revenue within one month as rate limits suppress engagement, making HBM, energy, Groq’s six-month supply chain and the United States’ 2-3 year away-game window key signals.
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260
Groq’s differentiated inference wedge avoids scarce HBM, supporting claimed 5x lower cost and one-third the energy per token while Nvidia concentrates on training.Aramco-backed capex and $1.5B in revenue—not fundraising—support a target of at least half of global inference compute by end-2027, but a power bottleneck in three to four years and Nvidia’s uncertain trajectory remain risks.
Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253
DeepSeek’s real breakthrough was fully automated verifiable-reward RL, while its $6M training figure excludes substantial distillation or scraping costs.Ross argues LLMs are now commoditized with no switching cost, pushing OpenAI toward open source while inference—not training—could reach 95% of compute spending.That expands the Nvidia opportunity through Jevons paradox, but CCP data access and cloud-based GPU workarounds leave export controls unresolved.