The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
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: 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: 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: 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: OpenAI, Anthropic, and all hyperscalers will build custom chips
“I have no doubt that OpenAI will be able to build its own chips. I have no doubt that eventually, Anthropic will be building their own chips, that every hyperscaler will build their own chip.”
Ross: China will build 150 nuclear reactors to power domestic AI compute
“They're going to build a 150 nuclear reactors. So they're going to have enough energy, even though their chips aren't as energy efficient.”
Ross: US will maintain AI hardware advantage over China for 2-3 years
“So my expectation is that right now for the next two to three years, the United States has a clear advantage in that away game over China.”
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…”
Ross: NVIDIA will retain 50%+ revenue share with 10% chip volume
“My prediction is that in five years, NVIDIA will still have over 50% of the revenue. However, they will have a minority of the chips sold. They might have, you know, minority share. They might have 51% of the revenue, and they might have 10% of the chips sold.”
Ross: Power will become a hard bottleneck for AI in 3-4 years
“That power will become a hard bottleneck in three to four years.”
Ross: Global power limits will block Chinese AI chip exports
“If they want to go out into the world and deploy chips like they did with Huawei and networking gear, that's going to be complicated because people aren't going to have the power around the world to run more expensive accelerators.”
Ross: Saudi Arabia will build 4 gigawatts of data center power
“They're going to build out three to four gigawatts in the very near future.”
Ross: OpenAI is highly unlikely to fail or go away
“At this point, it would be hard to imagine a scenario where OpenAI goes away. I just, I don't see how that happens.”