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.
AGENDA:
00:00 The Future of AI and Compute
05:07 Why the Hyperscalers Have to Keep Spending Recklessly on AI
12:49 Why OpenAI and Anthropic Will Have to Build Their Own Chips
19:47 OpenAI and Anthropic Will be $5BN Companies: The Bull Case
29:50 Why China is Behind the US in AI and Deepseek is More Expensive to Run
33:55 How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe
42:51 Why AI Will Lead to Too Many Not Too Few Jobs
43:19 Deflationary Pressures and New Job Markets
45:51 The Future of Vibe Coding
47:14 Why AI Companies Should Strive to Have Low Margins
49:31 Why We Have to Have Nuclear Energy and How to Bring it Back
56:55 How Permits are Ruining the Potential of AI
01:03:58 Why OpenAI and Anthropic are so Undervalued
01:16:53 Quickfire: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not