Assertion Open certainty 4/5 debate potential 4/5

Ross: Chinese AI models cost 10x more to run than US open-source

Jonathan Ross · Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings · Sep 29, 2025 · at 30:11

Jonathan Ross, Founder & CEO of Groq, addresses market perceptions of Chinese AI models, arguing that while they were optimized to be cheap to train, their operational inference costs are dramatically higher.

0:00 / 0:05exact quote · 5.7s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“The cost to run the OSS model is about one-tenth that of the Chinese models.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Jonathan Ross

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
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
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.