Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN

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20VC with Harry Stebbings

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Published on September 29, 2025 2:10:38 PM ● Video Link: https://www.youtube.com/watch?v=VfIK5LFGnlk

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Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA’s most formidable challengers. Previously at Google, Jonathan led the team that built the first Tensor Processing Unit (TPU), making him one of the leading architects of modern AI hardware.
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Timestamps:

00:00 Intro
01:10 Analyzing the Current Market Landscape
03:33 Why the Hyperscalers Have to Keep Spending Recklessly on AI
12:35 Why OpenAI and Anthropic Will Have to Build Their Own Chips
18:14 OpenAI and Anthropic Will be $5BN Companies: The Bull Case
28:20 Why China is Behind the US in AI and Deepseek is More Expensive to Run
34:37 How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe
37:21 Why We Have to Have Nuclear Energy and How to Bring it Back
48:16 Deflationary Pressures and New Job Markets
51:54 The Future of Vibe Coding
53:40 Why AI Companies Should Strive to Have Low Margins
58:46 S&P 7000, Mag 7 & Market Choppiness
01:06:44 Why OpenAI and Anthropic are so Undervalued
01:13:35 The Chip Market in 5 Years
01:21:51 Quick-Fire Round: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not
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