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
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Sep 29, 2025 
Jonathan Ross, Founder and CEO of Groq, delves into the future of AI and compute. He discusses why industry giants like OpenAI and Anthropic will need to create their own chips to keep up. Jonathan highlights China's lag in the AGI race and the role of nuclear energy in powering massive compute growth. He also predicts AI will reshape job markets and emphasizes the importance of custom silicon for hyperscalers. Lastly, he explores how innovations like vibe coding could democratize programming skills.
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Hyperscalers Spend To Preserve Leadership
- Hyperscalers are spending aggressively to avoid being locked out of AI leadership and that spend is rational even if it looks excessive.
- The market is lumpy now like early oil drilling, with a few winners capturing most value.
Vibe Coding Ship-in-Hours Story
- Jonathan describes vibe-coding where a requested feature went from spec to production in four hours using prompts alone.
- He highlights the qualitative leap when features could ship during the customer meeting itself.
Compute Directly Scales Revenue And Quality
- Compute is the binding constraint: double inference compute roughly doubles short-term revenue for top AI labs according to Groq's view.
- Speed and capacity directly translate into product quality, engagement, and monetization.
