The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross, Groq Founder
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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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.
AGENDA:
The Future of AI and Compute
Why the Hyperscalers Have to Keep Spending Recklessly on AI
Why OpenAI and Anthropic Will Have to Build Their Own Chips
OpenAI and Anthropic Will be $5BN Companies: The Bull Case
Why China is Behind the US in AI and Deepseek is More Expensive to Run
How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe
Why AI Will Lead to Too Many Not Too Few Jobs
Deflationary Pressures and New Job Markets
The Future of Vibe Coding
Why AI Companies Should Strive to Have Low Margins
Why We Have to Have Nuclear Energy and How to Bring it Back
How Permits are Ruining the Potential of AI
Why OpenAI and Anthropic are so Undervalued
Quickfire: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not
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