Jonathan Ross
43 statements across 4 episodes · 20 bullish · 3 bearish · 2 people on the record · first statement Jan 29, 2025 by Jonathan Ross · said 23 times in 10 episodes since 2025 · across every show →
On the record as a speaker too: Jonathan Ross's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (20), Jason Lemkin (2), Alex Schultz (1)
tap a year for its mentions
2026 11 mentions in 3 episodes 4 per episode
- The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 12 mentions in 7 episodes 2 per episode
- Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- 20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships Product So Fast with James Gibson
- 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
- Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
Everything said about Jonathan Ross, oldest first
Jan 29, 2025 neutral
Jan 29, 2025
Jan 29, 2025 bullish
Ross: Specialized AI inference chip startups benefit NVIDIA's stock
“I don't know that Nvidia will ever see it this way, but I do think that those of us focusing on inference and building stuff specifically for that are probably the best thing that's ever happened for Nvidia stock because we'll take on the low margin, high volu…”
Jan 29, 2025 positive
Jan 29, 2025 bullish
Jan 29, 2025 positive
Ross: As AI software creation becomes trivial, craftsmanship will command value
“And so what you're going to see now is because it's so easy to come up with something that just kind of works. It's a little embarrassing, but it kind of works. People are really going to value well-crafted, high quality, products.”
Jan 29, 2025
Ross proposes automated matching subsidies to deter foreign AI and tech intervention
“There needs to be some sort of Automated response of like, if you do this, we will respond. If you subsidize this industry, we will automatically subsidize the equivalent industry. Just automatic. So don't do it because there's no benefit to you.”
Jan 29, 2025
Feb 17, 2025 negative
Feb 17, 2025 bullish
Feb 17, 2025 positive
Feb 17, 2025 positive
Feb 17, 2025 bullish
Ross: Partners fund Groq's CapEx until target IRR is achieved
“So the deals that we do the partner will off, because we don't deploy, we don't spend money for our own capex. The partner will put up the money for us to deploy. We pay back with a, you know, decent IRR, and, but we split, and most of it goes to the partner, …”
Feb 17, 2025
Jonathan Ross: Training AI for intuitive reasoning requires 10x more data
“If your job is to get better at multiplying numbers, and I tell you that I want you to be able to do it with fewer steps, more intuitively, for you to be able to multiply three-digit numbers versus two-digit, you need 10 x the data, and you need 10 x the examp…”
Feb 17, 2025
Feb 17, 2025 negative
Ross opposes 'founder mode', advocating delegation over micromanagement
“I'm anti-founder mode. I believe in delegation. I think when you are telling people how to do their job, that is an indication that it's not a, not necessarily a problem with you. It could just be that that person is not right for that job.”
Feb 17, 2025 positive
Feb 17, 2025
Ross: Compute is a soft AI bottleneck that compensates for weak data
“Compute has been more of a less of a bottleneck and more of a sort of a, you know, soft neck or something, right? Where, when you provide even more compute, you can sort of overpower the lack of data, the lack of improvement in algorithms. So it's not a hard b…”
Feb 17, 2025 neutral
Ross: DeepSeek's breakthrough was an algorithmic gain in data generation
“There was an algorithmic improvement on that. And the algorithmic improvement, as I explained, you know, is this seemingly silly thing where they just wrote the answer in a box and then they knew what to look for rather than having to have a human being check …”
Feb 17, 2025 positive
Feb 17, 2025 positive
Ross: GPU Operational Cost Alone Equals Groq Total CapEx plus OpEx
“So we use about a third of the energy per token. About over a three-year period, one-third of our cost is the OpEx, which is mostly energy and data center rent, and two-thirds is the CapEx, which means that since we're one-third of the energy, the cost to run …”
Feb 17, 2025 neutral
Feb 17, 2025
Sep 29, 2025 bullish
Sep 29, 2025 neutral
Sep 29, 2025 positive
Sep 29, 2025
Sep 29, 2025 positive
Jonathan Ross: LLMs Are the Telescope of the Mind
“I think over time, we're gonna realize that LLMs are the telescope of the mind. That right now, they're making us feel really, really small. But in a hundred years, we're gonna realize that intelligence is more vast than we could have ever imagined, and we're …”
Sep 29, 2025 positive
Sep 29, 2025 bullish
Sep 29, 2025 positive
Sep 29, 2025 neutral
Ross: High margins trade competitive moat for market stability
“The real reason why you need higher margins is volatility, because if you have a razor thin margin and the market moves, you may not be able to raise more money, you may not be able to get a loan, and so what a margin does is it gives you stability and staying…”
Sep 29, 2025
Sep 29, 2025
Ross: Hyperscaler AI spending is driven by existential survival, not ROI
“That's how the hyperscalers feel. So of course they're going to be spending like drunken sailors because the alternative is that they're completely locked out of their business. So it's not a purely economical framework that they're using. It's a, do we get to…”
Sep 29, 2025 neutral
Ross: Markets are only overheated if macro factors hinder corporate success
“In terms of whether or not the economy is overheated, I think one of the best predictors of that is, is the economy getting in the way of the success of the companies. If it's not getting in the way, then I don't think it's overheated.”
Sep 29, 2025
Sep 29, 2025
Sep 29, 2025 bullish
Ross: AI deflation will lead to earlier retirement and shorter workweeks
“And what that means is people will need to work less. And that's gonna lead you to number two, which is people are gonna opt out of the economy more. They're gonna work fewer hours, they're gonna work fewer days a week, and they're gonna work fewer years. They…”
Sep 29, 2025 negative
Ross: Easy funding prevents AI startups from building critical talent mass
“Right now the biggest problem I see in AI is if you see a good engineer, one that you would have hired before, they can go out and they can raise 10, twenty, hundred million, a billion dollars, and then rather than contributing to one of the other AI startups,…”
Sep 29, 2025 positive
Sep 29, 2025 positive
Sep 29, 2025
Ross: Big tech must spend on AI to protect Magnificent Seven valuations
“If you're not a member of the mag seven, You're not going to be able to get anywhere near the valuation. And so what do you do to stay there? You spend. And it's worth it because the stock value stays up because you're in the top seven or 10.”