The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Held up
Ross: Groq will not train proprietary AI models to avoid competing with clients
“We have decided that we're not going to train our own models. We'll do a little fine tuning for specific cases or whatnot, but we don't want to compete.”
Jonathan Ross Feb 17, 2025 ▶ 52:01 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Prediction Held up
Ross: Groq Will Never Create Its Own AI Models
“In our case we found an area where we will not compete with our customers, which is we will not create our own models. So we just won't do it.”
Jonathan Ross Sep 29, 2025 ▶ 1:10:26 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Assertion Supported
Groq deploys 600 to 3,000 chips per AI model instead of eight
“So rather than using eight chips, we'll use 600 or 3000 for a model.”
Jonathan Ross Feb 17, 2025 ▶ 19:34 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Assertion Supported
Ross: Groq built its entire hardware and cloud stack with 300 people
“We have 300 people. We built our own chip. We built our own networking hardware and software. We built our own runtime. We built our own orchestration layer. We built our own compiler. We built our own cloud. We built all this with 300 people.”
Jonathan Ross Feb 17, 2025 ▶ 54:15 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Prediction Held up
Ross: Groq plans to upgrade its AI chips annually
“We're looking at upgrading chips about once a year.”
Jonathan Ross Sep 29, 2025 ▶ 19:42 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Assertion Supported
Morin: Groq and Cerebras beat GPUs via on-chip data storage
“Actually, that's why Grok achieves, ah, not Grok, but Grok, Cerebras, and all these folks, they achieve very high performance single stream is because the data is right in the chip that doesn't have to get it from memory, which is slow, which GPU has to do.”
Steeve Morin Feb 24, 2025 ▶ 12:49 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Assertion Supported
Groq Completed Saudi AI Deployment in 51 Days
“Ah, the recent deployment we did in, in Saudi Arabia 51 days from contract to the first tokens being served in production in country.”
Jonathan Ross Feb 17, 2025 ▶ 23:05 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Assertion Supported
Groq Chips Function as Switches Without External Hardware
“We actually don't use switches to communicate between our chips. We just plug our chips into our chips. Our chips are the switch.”
Jonathan Ross Feb 17, 2025 ▶ 23:28 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
Assertion Supported
Jonathan Ross: Groq scaled from 640 to over 40,000 chips in 2024
“We started 2024 with about 640 chips in production. We ended with over 40,000.”
Jonathan Ross Feb 17, 2025 ▶ 16:16 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
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