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Jonathan Ross

Founder, Groq · 3 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveengineer@JonathanRoss321 ↗LinkedIn ↗groq.com ↗

Jonathan Ross is the founder of Groq and Chief Software Architect at NVIDIA. He previously designed and implemented core elements of Google's first-generation Tensor Processing Unit.

197statements → 107claims → 42claims resolved → 69%fully supported → 3.99/5average certainty → 2.68/5average debate potential → 4.4/5argument clarity · the sources → 24said about them ↓

29 supported 6 partly supported 7 contradicted 18 not yet assessed 47 not checkable as stated how the 107 claims stand · each chip opens the sources

45 predictions · 62 assertions · 24 opinions · 43 insights · 21 disclosures · 2 what ifs · every statement was checked. The predictions and assertions are the 107 claims: statements the public record can support or contradict. 42 are resolved, 18 are not yet assessed, and 47 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jonathan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Ross: NVIDIA will produce ~5.5M GPUs this year despite 50M die capacity
“If Nvidia wanted to, they could build fifty million of those GPU die, Per year. But they're going to build about 5.5 million GPUs this year.”
Jonathan Ross Sep 29, 2025 ▶ 14:48 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings

Their most notable contradicted claim

Assertion Contradicted
Ross: Norway could match total US energy output via wind and hydro
“Norway has about an 80% utilization rate of wind. So, like, 80% of the time you can be generating energy. They have enough hydro that if you deployed an five x the wind power of the hydro, Norway itself could provide as much energy as the United States and cou…”
Jonathan Ross Sep 29, 2025 ▶ 36:52 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
63% certainty 3
72% certainty 4
94% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Argument clarity: do they answer the question? how? →

4.4 / 5 directness 4.5 · coherence 4.7 · precision 4.2 · compression 3.9

redirected or did not address 3 of 45 assessed questions (7%). Watch them ▸

This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →

How they sound: speaking style how? →

260 words/min while actually speaking · 16.5 um and uh per 1k words · 12 false starts per 1k · 28.4% of pauses land inside a clause

Measured by listening to the audio itself: 34,960 words across 3 episodes of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

How the interview went all their pushback → series average →

Across 3 rated episodes:

host pushback ▾ 4.3/10
pushed back at the host ▾ 3/10
setup questions received 37%

Everything Jonathan Ross said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Open · timeframe Sep 2030
Ross: Nvidia will be worth $10 trillion in five years
“I personally would be surprised if in five years NVIDIA wasn't worth 10 trillion, but I can't predict the outcome.”
Jonathan Ross Sep 29, 2025 ▶ 0:18 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Prediction Not checkable as stated
Ross: Total AI ROI will exceed capital invested despite individual failures
“Right now, people are making more money than they're spending. It's just very lumpy. As an aggregate. Plenty of people are gonna lose their shirts, but overall, less money is gonna go in than is gonna come out.”
Jonathan Ross Sep 29, 2025 ▶ 3:29 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Assertion Supported
Ross: NVIDIA will produce ~5.5M GPUs this year despite 50M die capacity
“If Nvidia wanted to, they could build fifty million of those GPU die, Per year. But they're going to build about 5.5 million GPUs this year.”
Jonathan Ross Sep 29, 2025 ▶ 14:48 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Assertion Open · timeframe Sep 2026
Ross: Chinese AI models cost 10x more to run than US open-source
“The cost to run the OSS model is about one-tenth that of the Chinese models.”
Jonathan Ross Sep 29, 2025 ▶ 30:11 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Prediction Not checkable as stated
Ross: Europe will become a tourist economy without rapid AI energy expansion
“Then Europe's economy is going to be a tourist economy. People are going to come here to see the quaint old buildings, and that's going to be it.”
Jonathan Ross Sep 29, 2025 ▶ 41:59 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Prediction Open · timeframe Sep 2030
Jonathan Ross: AI will cause massive labor shortages, not mass unemployment
“I believe that AI is going to cause massive labor shortages. Yeah, I don't think we're gonna have enough people to fill all the jobs that are gonna be created.”
Jonathan Ross Sep 29, 2025 ▶ 48:39 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Opinion
Ross: Gemini's integration into Gmail and Google products is practically unusable
“It's like, it's in Gmail, but it's practically unusable. It's in pretty much every product, and it seems thrown in, kind of, like, half thought through”
Jonathan Ross Sep 29, 2025 ▶ 1:06:08 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Opinion
Ross: NVIDIA's software moat applies to training, not inference
“That NVIDIA's software is a moat. Yeah it's true for training, but it's not true for inference.”
Jonathan Ross Sep 29, 2025 ▶ 1:22:01 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Opinion
Ross: Groq benefits NVIDIA by capturing lower-margin inference workload
“You can almost say we're one of the best things that's ever happened to NVIDIA because they can make every single GPU that they were going to make, and they can sell it for training, high margin, gets amortized across deployment. You know, we'll take the low m…”
Jonathan Ross Feb 17, 2025 ▶ 0:10 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Assertion Supported
Ross: NVIDIA used misleading benchmark curves to claim 30x GPU speedup
“Like, if you look at the last GTC, there was an announcement that the latest GPUs were 30 x faster than the previous generation. And when you look at how it was done, there was this curve that looked kind of like this, and then it Basically ended here, and the…”
Jonathan Ross Feb 17, 2025 ▶ 24:48 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Prediction Open · timeframe Dec 2027
Ross: Groq plans to serve 50% of global AI inference by 2027
“And our goal by the end of 20, 27 is to be providing at least half of the world's AI inference compute.”
Jonathan Ross Feb 17, 2025 ▶ 41:15 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Assertion Supported
Ross: Southeast Asian GPU deployments secretly serve Chinese firms
“One of the concerns right now is about Malaysia or Singapore, that region over there being a place where people are deploying GPUs with the wink, wink, like we're not going to rent it to China, right? But that's a belief that a lot of people are doing that. Ot…”
Jonathan Ross Feb 17, 2025 ▶ 1:01:44 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Opinion
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.”
Jonathan Ross Feb 17, 2025 ▶ 1:13:04 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Ross: OpenAI will lose the closed model battle and should open source
“I can't speak for Sam Altman or OpenAI, but if I was in that position, I would be gearing up to open source my models in response. Because it's pretty clear you're gonna lose that, so you might as well try and win all the users and the love from open sourcing.”
Jonathan Ross Jan 29, 2025 ▶ 0:19 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Insight
Ross: Open-source technology always wins over proprietary systems
“Open always wins. Always.”
Jonathan Ross Jan 29, 2025 ▶ 0:33 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Ross: DeepSeek's ultra-low training budget claims are false marketing
“This model was supposedly trained on a smaller number of GPUs and a much, much tighter budget I think the way that it's been put is less than the salary of many of the executives at Meta, and that's not true. It's actually, there's an element of marketing invo…”
Jonathan Ross Jan 29, 2025 ▶ 3:27 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Ross: OpenAI accidentally subsidized DeepSeek via unprofitable API tokens
“Open AI Was effectively subsidizing accidentally the training of this model because they were using open AI, right? And, you know, rumors are that open AI may not be completely profitable yet in terms of every token in the API, like on the subscriptions maybe,…”
Jonathan Ross Jan 29, 2025 ▶ 10:16 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Ross: CCP will pressure DeepSeek to harvest user data
“The CCP is probably going to be taking the safeties off the weapons. They're going to be like, why are you making this model open source? Please direct your data towards us. Go win a bunch of customers this way, but now we want the data, right? And so they're …”
Jonathan Ross Jan 29, 2025 ▶ 16:39 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Ross: DeepSeek R1 proves base AI models are commoditized
“This has just made it absolutely nakedly clear that the models are commoditized, right?”
Jonathan Ross Jan 29, 2025 ▶ 17:48 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Opinion
Ross: $500B AI infrastructure plan is not enough spending
“Actually, I don't think it's enough spending.”
Jonathan Ross Jan 29, 2025 ▶ 19:22 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Opinion
Ross: OpenAI Could Switch Backend to DeepSeek and Retain Users
“Most people think of them synonymously as AI. They could just switch to deep seek and people would still use them. It's brand. It's one of the seven powers.”
Jonathan Ross Jan 29, 2025 ▶ 24:48 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Ross: AI Competitors Will Set Aside Morals to Win
“And I think that's going to happen. I think people will like you cannot lose.”
Jonathan Ross Jan 29, 2025 ▶ 29:07 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Ross: Chinese tech relies on state-backed IP theft from Western firms
“And then you look at China, China practices R D T research development theft. It's just part of the culture. And it's not just against Western company. It's against each other too. The difference is if you're a Western company, then the government Steals from …”
Jonathan Ross Jan 29, 2025 ▶ 29:52 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
Opinion
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…”
Jonathan Ross Jan 29, 2025 ▶ 41:56 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings

Show 24statements(173 left)

The other half of the tape: Jonathan Ross's own voice is left out of every number here. Other people bring the name up 23 times in 10 episodes on 20VC. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Harry Stebbings 20Jason Lemkin 2Alex Schultz 1

Statements about Jonathan Ross, by other people (1)

Assertion Partly supported
Lemkin: Jensen Huang closed NVIDIA's $20B Groq deal in two weeks
“He reached out to Jonathan Ross literally just weeks ago, and the deal closed for twenty billion within two weeks. And he told his whole team, I want it done before Christmas, and it was done ahead of time.”
Jason Lemkin Jan 8, 2026 ▶ 8:00 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings

Every mention by year

tap a year for its mentions
008415820252026episodesmentions
04820252026episodes it came up in
00244820252026episodesmentions per episode
2026 11 mentions in 3 episodes 4 per episode
2025 12 mentions in 7 episodes 2 per episode

Appearances (3)

EpisodeDateSpeaking time
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA H Sep 29, 2025 1h 3m
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference Feb 17, 2025 1h 4m
Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 Jan 29, 2025 43m
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