Jonathan Ross
Founder, Groq. On 2 shows, 4 appearances. The Shows tab opens the full record on each.
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.
2shows
4appearances
224statements
43resolved
30supported
7contradicted
70%fully supported
24said about them ↓ Everything Jonathan Ross said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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.”
Ross: West Coast VCs act like lemmings, East Coast VCs think independently
“Well, the way I like to put it is typical, typical, not all, but typical West Coast VCs are more like Lemmings, and typical East Coast VCs all think that they're smarter than each other.”
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.”
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.”
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.”
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: 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.”
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”
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.”
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…”
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…”
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.”
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…”
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.”
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.”
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…”
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,…”
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 …”
Ross: DeepSeek R1 proves base AI models are commoditized
“This has just made it absolutely nakedly clear that the models are commoditized, right?”
Ross: $500B AI infrastructure plan is not enough spending
“Actually, I don't think it's enough spending.”
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.”
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.”
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 …”
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 across the shows. 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)
Every mention by year
tap a year for its mentions
20VC 23
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 →
One line per show, most statements first. The link opens Jonathan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | Founder, Groq | 3 | 197 | 69% 29/42 | full record on 20VC → |
 DAVID SENRALEDGER | Founder, Groq | 1 | 27 | 100% 1/1 | full record on David Senra → |