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 countries that control compute will control AI. And you cannot have compute without energy. And now we're going to be able to add more labor to the economy by producing more compute and better AI. That has never happened in the history of the economy before. What is that going to do?

I personally would be surprised if in five years NVIDIA wasn't worth 10 trillion. The demand for compute is insatiable. If OpenAI were given twice the inference compute that they have today, if Anthropic was given twice the inference compute that they have today, within one month from now, their revenue would almost double. This is 20 VC with me, Harry Stebbings, and this guest holds the record for the most downloads in last year's catalogue of episodes, so I'm thrilled to welcome Jonathan Ross, founder and CEO at Grok. Back to the hot seat.

Now, Grok is the AI chip company redefining inference at scale. Under his leadership, Grok has raised over $3 billion, with the latest pricing the company at close to $7 billion. And before Grok, Jonathan led the team that built out the TPU at Google, making him one of the leading architects of modern AI hardware. Now, this conversation has it all, with everything from open AI, anthropic, oracle to what happens to NVIDIA in the next 10 years, to how should we think about China.

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