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.
The Inference Revolution: Groq, Nvidia and the Future of AI
Memory’s pricing power may be self-limiting: Deep Seek’s V4 reportedly compressed likely KV cache by 90%, while the proposed response is to build more memory fabs as bottlenecks attract solutions.The unresolved intelligence debate matters for AI economics, with agentic systems and self-training potentially favoring the smartest model despite humanly invisible differences.
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.