generators

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Feb 17, 2025 by Jonathan Ross · across every show →

Everything said about generators, oldest first

Feb 17, 2025
Assertion Contradicted
Ross: Industrial generators currently face a 90-month lead time
“There's a 90 month lead time on generators right now”
Jonathan Ross Feb 17, 2025 ▶ 35:06 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Oct 27, 2025
Assertion Partly supported
Cahn: Power generators for data centers are sold out until 2030
“Generators are sold out until 2030”
David Cahn Oct 27, 2025 ▶ 1:48 Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
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