Interview · JA + tiny EN · CRIT-ready

AI時代、いちばん大事なスキルは「正しい問いを立てること」

ジョナサン・ロス(Groq創業者/TPU発明者)× David Senra インタビュー全文(日本語)

原題
Why Asking the Right Questions Is the Most Important Skill in the AI Age | Jonathan Ross
番組
David Senra Show
公開
2026年7月5日(約1時間12分)

※英語の自動字幕をもとに、対話の流れを保ったまま日本語のメディア記事/文字起こしとして整えたものです。スポンサー読み上げ部分は省略しています。固有名詞(Groq / TPU / NVIDIA / AlphaGo / イ・セドル 等)は文脈で修正しています。

使い方(CRIT)
わかりにくい箇所に行コメント/質問をつけてください。エージェントが返信できます。
質問用ファイル: article-bilingual.md(発言ごとに区切り・行コメント向き)
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センラ(聞き手) ロス(ゲスト)
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センラ David Senra #1

約200億ドルとも噂される、NVIDIAとのパートナーシップの話から始めよう。ディールの構造と、どう成立したのか聞かせて。

EN

Let's start with this $20 billion rumored $20 billion partnership that you have with Nvidia. Can you talk about the structure of the deal and how it came about?

ロス Jonathan Ross #2

いちばん面白いのは、アイデアが最初に出た通話から、口座に入金されるまでが約3週間だったことだ。

EN

So the most interesting part about it is the call um where the idea was first floated was about 3 weeks before money was in the bank.

センラ David Senra #3

ジェンセンは速いんだね。

EN

Oh, so Jensen moves fast.

ロス Jonathan Ross #4

当たり前だよ。先にいるにはそれが必要だ。

EN

Of course, that's how you stay ahead.

ロス Jonathan Ross #5

経緯はこうだ。GPUとLPUを組み合わせる統合を進めていた。たとえるなら、アメリカ全土の物流網を作るときに、「大型トラックか、ラストマイルのバンか、どっちにする?」と聞かれたら——答えは両方だよね。

GPUとLPUを組み合わせると、性能曲線全体でより良い結果が出た。実装したうえでジェンセンに、「自分たちで展開するからGPUを約10万個買わせてほしい」と持ち込んだ。ジェンセンは僕たちのやったことを見て、「うちの全顧客に使えるようにした方がいい」と考えた。

EN

You and I had this conversation um at NVIDIA GTC and you were talking about the fact that these technologies are very complementary. Can you explain a little bit more about that? When you're processing an LLM token, what's happening is you're doing all these different matrix multiplies. And some of them are more compute constrained and some of them are more memory throughput constrained. And the ones that are more compute constrained, we put on the GPU and the ones that are more memory throughput constrained, we put on the LPU. And the bottlenecks are all over the place. There's all sorts of different bottlenecks. There is no one strategy. There is no one perfect architecture. So the realization was you put these two things together and you defeat the bottlenecks across all of the different models.

センラ David Senra #6

NVIDIA GTCでも話したけど、この技術は補完関係にある、と。もう少し説明して。

EN

Yeah. So how'd it come about? So, we had been working on uh integrating GPU and LPUs together. The best way to describe why this helps is if you were building out a logistics network for the United States and I told you you could have either 18-wheelers or uh you know vans for last mile delivery, which one would you pick? And the answer is both, right? And so GPUs and LPUs combined ended up giving better performance across the performance curves. We had implemented it and we had gone to Jensen asking could we buy about a 100,000 GPUs because we were going to deploy them ourselves and Jensen saw what we had done and thought maybe it would be better to make this available to all of their customers.

ロス Jonathan Ross #7

LLMのトークンを処理するとき、いろいろな行列積をやっている。計算制約が強いものと、メモリ帯域制約が強いものがある。計算制約側はGPUに、メモリ帯域制約側はLPUに載せる。

ボトルネックはあちこちに散らばっていて、万能の戦略も完璧な単一アーキテクチャもない。この二つを合わせると、さまざまなボトルネックを打ち破れる——そこに気づいた。

EN

Yeah. I mean a human can wait a second or two to get a response when they type a command into a computer. AI is just sitting there waiting because it produces these tokens so much f it thinks so much faster. Now you bring in LPUs and the speed is so much faster that it just becomes all about how do you move as fast as you can. AI is really good at using AI. That's really what Agentic is, right? So humans benefit from using AI, so does AI. Just like you would do research about me before I show up on your show, AI is going to kick off a job doing research on different tools it's going to use while it's using this other tool. And so kicks it off to another AI. And so you get this exponential growth. And

センラ David Senra #8

もう一つ好きな話がある。AI同士が話し合うとき、速度がいっそう重要になる、と。

EN

There's another thing that I love that you said when we had this conversation that when AI is talking to other AI, speed is becoming more and more important.

ロス Jonathan Ross #9

人間はコマンドを打って1〜2秒待つことができる。でもAIはトークンをはるかに速く生み出す。待ち続けるだけだ。LPUが入ると速度がさらに上がり、「いかに速く動くか」がすべてになる。

AIはAIを使うのが上手い。それがエージェントの本質だ。人間がAIを使うように、AIもAIを使う。番組の前に相手を調べるように、AIはツールを使いながら別の調査ジョブを別のAIに投げ、指数関数的に広がる。

EN

Yeah, I I think it's still early and one of the limiters is payments aren't really built for this yet, but if you can make micro payments, the number of payments is going to skyrocket. Like I did a little hobby project and for the hobby project I needed a couple of different phone numbers so I could have a bunch of different agents on with me on um Signal and WhatsApp and I had to go to Twilio and I had to like I had to like prove I was a human in order to get the number and all this stuff and it was just this big pain to get it done. If on the other hand I could have just done if I had allocated a budget to the AI and it could have just you know used that budget they would have spent it and I wouldn't have never known and it would just been within the budget.

センラ David Senra #10

少し横道にそれる。最近多くの創業者と話すんだけど、エージェントが支払いをするようになると、決済件数は急増する。何か洞察はある?

EN

I'm going to go on a tangent just for a second and then we'll come back to this. I talked to a lot of founders about this recently, but there the whole point is like when agents are making payments, the amount of payments that are being going to be made is going to skyrocket. Do you have any like insight into that?

ロス Jonathan Ross #11

まだ早い。制約の一つは、支払いがまだこの用途向けにできていないことだ。でもマイクロペイメントができれば件数は跳ねる。

趣味のプロジェクトで、SignalやWhatsApp上に複数エージェントを置くために電話番号がいくつか必要になった。Twilioに行って「人間であること」を証明したりして、面倒だった。もしAIに予算を渡して使わせられたら、枠内で勝手に処理されて、僕は気づきもしなかったはずだ。

EN

I like to do um cutting edge stuff on my personal computer. So I don't have access to the the work codebase like things where there's risk. you know, I'll spin up a a server in GCP or AWS and I'll just start building stuff. I built everything from um you know, apps that tell you like how long it like what airplanes to take if you're traveling and and what routes and which routes have the best seats and all this stuff all the way to apps that do certain mathematical things like a daily brief and all of this stuff. Very simple stuff. At work, I use it very extensively, but I always start with a hobby project before I bring it to work. What's the daily brief? Every morning, I get an email to me that says what's going on in the world based on what I'm interested in and how I interact with it and um just a whole bunch of research. It's very much like the presidential daily brief except personalized for me.

センラ David Senra #12

趣味やサイドプロジェクトについても聞かせて。前の会話でも何度か出てきた。

EN

Tell me more about the hobbies and the side projects because this has come up in a couple of our previous conversations that you and I have had.

ロス Jonathan Ross #13

個人のマシンで最先端のものをいじるのが好きだ。仕事のコードベースには触らない——リスクがあるものだ。GCPやAWSにサーバーを立てて作り始める。

旅行の便や座席のいいルートを教えるアプリから、数学的な処理、毎日のデイリーブリーフまで。仕事でもAIは徹底的に使うけど、仕事に持ち込む前は必ず趣味から始める。

EN

Uh yes, you read it.

センラ David Senra #14

デイリーブリーフって?

EN

And is this in text form?

ロス Jonathan Ross #15

毎朝メールが来る。関心と行動に基づいて、世界で何が起きているかをまとめた調査だ。大統領向けの大統領日報の、自分専用版みたいなもの。

EN

Yeah. I mean, for me, the interactivity of it is important because um it's sort of a You ever play the game 20 questions as a kid? Yeah. So, you can figure out within 20 questions what's in someone's mind. like, you know, questions allow you to sort of distill down into what you actually care about. If you have a podcast, it's a static form. You hear it, but if you can interact with it, then you can just get to the information you most want. So, as I'm learning through AI, I'm not reading a static piece of content. I'm interacting with it. I'm glad you mentioned the thing about questions because I have a series of quotes that I've saved from you, and I love your tweets, by the way. So, you said, "Success in the information age was about being able to answer questions. success in the AI age will be about being able to ask the right questions. Can you expound on that?

センラ David Senra #16

テキスト?

EN

It's text with links that I can click through to learn more. The the big shift I did on the daily brief though was I started off by getting a whole bunch of text and I would read it and then I realized, oh, it's AI. It's done a whole bunch of research. It has the context. Why don't I have it just summarize everything? Just give me a bunch of headlines and I can ask follow-up questions. I just spent time and recorded an episode with Gustav, who's the uh co-CEO of Spotify right now, and he did something very similar because he tries to avoid any kind of feeds. the whole thesis behind like the organizing principle of Spotify is like time well spent. And he's like, "Well, you know, me just scrolling and getting like rage baited at on X isn't beneficial, but there is information I want to know." And so there's a couple different places that his agents go out and and essentially summarize uh stuff he might be interested in. He's like, you know, he's like, "Hey, don't include rage bait. Don't include politics." But then he also uh heavily emphasizes these are the people that I'm interested in. What are the people that I'm interested in speaking about? And if the same people that I'm interested in are speaking about the same topic, I want to know about that. And then it he can read it, but now he turned it into this like personal podcast and he actually listens to it in Spotify. He's like essentially his daily briefing, but he listens to it in like 5, 10 or 15 minutes.

ロス Jonathan Ross #17

うん、読む。リンク付きで深掘りできる。大きな転換は、最初は長文を全部読んでいたのに、「AIが調査して文脈を持っているなら、要約して見出しだけくれ。続きは質問すればいい」と気づいたことだ。

EN

So, I I got this from a a John Levy book, but it didn't detail it much. And the first principle of leadership is you have followers. Duh, right? It's that simple. You're not a leader unless you have followers. But when you think about leadership as having followers, it's also like thinking of investing as making money. There's a lot of ways to be an investor. You can be a venture investor. You can give debt where you can take equity. You can be seed stage. You can be series A. You can be growth. You can be crossover. Uh you can do convertible notes. Like there's, you know, private equity. There's so many different ways to be an investor. Public market, right? Same with leadership. And so with leadership, the the mistake I often see with new founders is they're like, "How do I be a leader?" And the problem is they don't realize that there's an infinite number of ways to be a leader. And so they they go off and they listen to someone and they get all this advice and they try and execute on it. It's not true to them. So one of the things that was very different for me as a leader, most of the people that I hear on your podcast, they are control freaks. They want things done their way. and

センラ David Senra #18

Spotifyの共同CEOグスタフとも似た話をした。彼はフィードを避けようとする。Spotifyの原則は「よく使われた時間(time well spent)」。Xでスクロールして煽られて時間を溶かすのは得じゃない、でも知りたい情報はある。

エージェントが複数の場所から興味ありそうなものを要約する。「レイジベイトは入れない。政治も」。関心のある人たちが同じ話題について話していたら知りたい。今は個人ポッドキャストにして、Spotifyで5〜15分聴いている。

EN

Yeah, and and this also goes towards a shift of going people are moving from being IC's or individual contributors to all being leaders but leaders of AI. And what really good leaders do is they don't do the work themselves. They don't have the answer themselves. They're just asking the question. They're just cons, you know, considering everything they're hearing and then they ask the question that no one else asked or everyone is thinking but is afraid to ask. So with AI because it can go off and solve all of these problems for you. It can do the research report. It like the question that you ask determines what you get and that determines the output. From information age like we were all trained to just answer questions. Like that's what school's about. Remember this, remember that, remember this. With AI, you just ask AI. It knows. You just have to think of the right question. It's a fundamental shift.

ロス Jonathan Ross #19

僕にとって大事なのはインタラクティブさだ。子どもの頃の「20の質問」みたいに、質問で相手の頭の中を蒸留できる。ポッドキャストは静的だ。インタラクトできれば、いちばん欲しい情報に直行できる。

AIで学ぶとき、静的なコンテンツを読むんじゃない。やり取りしているんだ。

EN

on Well, both actually.

センラ David Senra #20

質問の話が出てよかった。あなたの言葉をいくつも保存してある。ツイートも好きだ。

「情報時代の成功は、問いに答えられることだった。AI時代の成功は、正しい問いを立てられることだ」——もう少し。

EN

I want to go to something you text me about your views on leadership, which is what is your description of leadership.

ロス Jonathan Ross #21

人はIC(個人貢献者)から、全員がリーダー——ただしAIのリーダー——へ移っている。良いリーダーは自分で仕事をしないし、答えを持っていない。問いを立てる。聞いたことを総合し、誰も聞かなかった問い、みんなが思っているのに怖くて聞けない問いを出す。

AIは研究レポートも問題も解いてくれる。だから何を聞くかが出力を決める。情報時代は学校ごと「覚えろ、答えろ」だった。AI時代はAIに聞けばいい。必要なのは正しい問いを考えること。根本的な転換だ。

EN

Why don't you have a driver's license?

センラ David Senra #22

リーダーシップについてテキストしてくれた話に行きたい。あなたの定義は?

EN

on Founders Podcast or this one

ロス Jonathan Ross #23

ジョン・レヴィの本から取ったんだけど、詳しくは書かれていなかった。第一原理は——フォロワーがいること。それだけ。フォロワーがいなければリーダーじゃない。

でも「投資家=金を稼ぐ人」と同じで、やり方は無限にある。VC、デット、シード、シリーズA、グロース、クロスオーバー、PE、公開市場……。リーダーシップも同じ。

新しい創業者がよくやる間違いは「どうすればリーダーになれる?」と聞き、誰かの助言をそのまま実行して、自分に合わないこと。僕に合わないのは絶対的なコントロールフリークになることだ。あなたのポッドに出る人の多くは、物事を自分のやり方で進めたい。

EN

Man, this is so important. This this actually like fires me up because did have you ever spent any time with Toby Luke?

センラ David Senra #24

Foundersの方? それともこの番組?

EN

And so, had I tried to be an absolute control freak, that wouldn't have worked for me. I'm one of these weird people where I can go to a restaurant and I can tell the waiter, "Just bring me whatever you think is best." Or I don't even have a driver's license. I haven't had a driver's license in since, you know, I was uh 18. And I've

ロス Jonathan Ross #25

どっちも、だね(笑)。

EN

Okay. So, the conversation that I had with him I don't know on the show like 5 months ago. I still think about like every few days and in fact we go through the past episodes and like mine and I constantly finding new insights from that and like uh so that's why you see all these like clips that we're putting out on X from from things that might be you know we did 6 months ago. And Toby one of the things I love that he said in the conversation was just like man there's not like one right way to do things. There's probably a hundred ways that could accomplish your goal. You have to do the one that's based on you. This is why you see all these different tech companies that are so different from each other. Like Apple, complete silos. Google, everyone has access to the codebase. They're just completely different ways taken to the absolute extreme. We just had Dana White on the show and his whole thing was like the first thing to do is like know yourself. So, I'm going to ask you a question. When you figured out your leadership style, wait one second. And then once you have to really know who you are, right, and what fits you. And then second thing is like what you actually want to do in life. And then once you those are your two biggest questions then you just wake up once you figure that out and you just get after and focus on accomplishing whatever that once you have step one taken care of you just wake up and attack step two. So when you figured out that you needed you you couldn't work your leadership style wasn't like the typical way and you needed like these autonomous people which by the way if you ever started another company again then I would have to imagine it's going to be just be you and a bunch of agents.

ロス Jonathan Ross #26

僕が完全なコントロールフリークをやろうとしても無理だった。レストランで「おすすめを何でも持ってきて」と言えるタイプだ。運転免許も、18歳以降持っていない。

EN

Say more about this.

センラ David Senra #27

なぜ免許がないの?

EN

Cuz I don't feel the need to drive. I'd rather think. I don't need to control driving. I want to control thinking. I want to focus. I want to be on my phone. I want to be doing something useful. And that's been the case since I was, you know, 19 years old. And so, I'm happy to delegate things in a way that others are not. So, one of the things that's different about my leadership is when I hire people, I hire very autonomous people who often go off and execute on their own. And they would be terrible in most corporate environments. but also I can't hire the same kinds of people. And that was true to me. Had I, you know, gone the other way, I wouldn't have been very successful. If other people go this way, they're not going to be successful. Then again, there are a lot of things that are very similar, which is most of the best Silicon Valley leaders, they lead from a place of inspiring their people as opposed to um trying to to get people to be afraid. But that is a form of leadership. There are plenty of leaders out there who are successful because they cause people to become afraid. And so you just have to pick the form of leadership that works for you. But also, when you're picking where you're going to work early in your career, you should probably work somewhere where you're going to learn the lessons that are good for you. If you're more of a a kind of person who can show appreciation and gratitude, you probably should not work for someone who inspires fear because you're not going to learn any lessons that you can use yourself.

ロス Jonathan Ross #28

運転する必要を感じないから。考えたい。運転をコントロールしたいんじゃない。思考をコントロールしたい。集中したい。電話したい。何か役に立つことをしたい。19歳からそうだ。

だから人に任せることに抵抗が少ない。採用するのは、自分で動いて実行できる自律的な人たちだ。普通の大企業では最悪かもしれない。でも僕のやり方には合う。逆をやっていたら成功しなかった。他人が僕のやり方をしても成功しないかもしれない。

一方で共通点もある。シリコンバレーの優れたリーダーの多くは、恐れではなくインスピレーションで率いる。でも恐れで率いる成功例もある。自分に合う形を選ぶこと。キャリア初期に働く場所も、自分に使える教訓が得られる場所を選んだ方がいい。感謝と感謝を示すタイプなら、恐怖で動かす人の下では学べない。

EN

Why is telling people what to do unnatural to you?

センラ David Senra #29

これはすごく大事だ。燃える。トビー・ルークと過ごしたことはある?

ないなら——5ヶ月前くらいの会話を、今でも数日おきに思い出す。過去回を掘り返すと新しい洞察が出る。クリップをXに出しているのもそれだ。

トビーが言っていて好きなのは、「正しいやり方は一つじゃない。目標を達成できるやり方はたぶん100ある。自分に基づく一つをやれ」ということ。だからテック企業は極端に違う。Appleは完全サイロ、Googleは誰もがコードベースにアクセス——真逆の極端。

ダナ・ホワイトも「まず自分を知れ」と言っていた。質問する。リーダーシップの型が典型じゃないと気づき、自律的な人たちが必要だと分かったとき——ちなみに次に会社をやるなら、君とエージェントの群れになりそうだけど。

EN

I haven't.

ロス Jonathan Ross #30

おそらくAIになる。将来の創業者にはショートカットになると思う。創業者として最初にやるのは、自分が技術で価値を出せる領域から、人をマネジメントすることへの移行だ。僕にとってそれはGroqで3〜4年かかった。

EN

Have you spent any time studying Kelly Johnson, the guy that did uh Skunk Works at Lockheed?

センラ David Senra #31

もう少し。

EN

It would probably be AI. So I think this is going to be a shortcut for founders in the future and we can get into this but like the first thing that you have to do as a founder is you have to go from the technical thing that you know how to do and that you can add value with to learning how to manage people and for me that probably cost Groq 3 to four years.

ロス Jonathan Ross #32

創業当初は世界最悪クラスのリーダーだった。委任型だから人に自由度を与えすぎた。でも自律的に動ける人を雇っていなかった。相手は「何をすればいいか教えてもらう」前提だったのに、僕は指示しなかった。物事は止まり、結局イライラして指示する。でも自然じゃないから相手も受け付けない。

EN

Okay. He has this great quote where he said it reminded me of what you just said when you did the challenge co coin for Groq. He says extreme performance often comes from one brutally clear priority. Yes. Yes. And you see this because I if you don't give people a clear enough but under constrained enough objective that they can't surprise you in a good way with the result then you are not giving them the ability to innovate. I I want I want to double down on that for a second. The only way for your team to innovate, right, without you being the innovator is they must be able to surprise you in a good way, which means you must not over constrain the goal.

センラ David Senra #33

なぜ人に「やれ」と言うのが不自然なの?

EN

I was a terrible leader. I was one of the world's worst leader when I started. Um, I had a lot of I I I gave people a little too much latitude because I'm more of a delegator, but I I entrusted people who probably shouldn't have been entrusted with that level of autonomy. I didn't hire people who could operate autonomously, but I was naturally someone who would delegate and give autonomy. So, what ended up happening was things would just grind to a halt because they wouldn't know what to do and I wasn't telling them what to do and they were used to being told what to do. And then finally I would get so frustrated I would go in there and tell them what to do but it was so unnatural to me that they didn't accept it.

ロス Jonathan Ross #34

僕は問いを通して動く。高レベルの方向を示したい。時間をかけて到達したやり方は——コインに刻めるほど単純な目標を作り、全員に配ることだ。

Groqの全員にチャレンジコインがあった。「毎秒2500万トークン」と書いてあり、上昇グラフが描いてある。やるべきことは一つだと全員が知っていた。

AIエージェントに頼むときと同じで、制約を少なくするほど、問題を解く自由が増え、解決策で驚かしてくれる余地が増える。高度に創造的で革新的な組織を動かしたいなら、制約を最小化しつつ、「何が大事か」は渡す。

EN

that in basic management dealing with people like little things like one of the the great things that I've learned at NVIDIA. Actually, let let's take a lesson from Nvidia because now I'm there. Jensen is world class. And one of the things that I observed because I've worked at other tech companies. There's no politics. It's the least political large organization you will ever see. And I learned this lesson at Groq, but I didn't take it to the extreme. So seeing it in the extreme shows me just how valuable it is. There is no circumstance at NVIDIA where there where Jensen has one-on- ones with people and tells them one thing. I learned this at Groq because what would happen is I would have a conversation with one person and then I would have a conversation with another person and then what would happen is both of them heard very different things and would talk to each other and come to very different conclusions. But when I had a room full of people and I said something to them, it's amazing how they all heard the same thing. And so when you are leading groups of people if you want to reduce the amount of politics and people going off and and you know forming side clicks and all this, stop having one-on- ones. Have big meetings with everyone who you want to tell something and tell them all at once. And don't allow anyone to send you an email. Like copy everyone on the email. Just like the moment someone sends you something. Like if someone says, "Hey, this person's screwing up on this thing." Copy that person on the email. let them jump in. Otherwise, you were allowing politics to happen.

センラ David Senra #35

その部分もう一回。大事だ。

EN

I work through questions. I like to I like to set highle direction. So for me my leadership style was come up with a goal that was so it took me a while to get there but come up with a goal that was so simple that I could put it on a challenge coin and give it to everyone. So, everyone at Groq had a challenge coin that said 25 million tokens per second and had a little graph of it going up and everyone knew that was the thing to do. And it's sort of like when you ask um an agent, an AI agent what you know to do something. The fewer constraints you give it, the more freedom it has to solve your problem. And so I liked to work with incredibly creative people who would come back with surprises. Say that part again. Say that part again. This is important. the fewer constraints the fewer constraints that you give someone the more freedom they have to solve the problem and the more freedom they have to surprise you with the solution. So if you want to run a highly highly creative and innovative uh organization then what you really want to do is minimize the number of constraints but you also have to give them the things that matter. If you aren't able to very crisply distill what you're trying to accomplish, then either you're going to over constrain or under constrain the people. When you're trying to do something as a founder, you are inherently trying to disrupt an old industry. There's a moat. You're trying to do something differently. If you're not doing something differently, what's the point? They're already these wellestablished, well-funded companies. If you can bring a team together that is also disrupting and innovative and it's not just you, then it goes from, you know, being Superman to being the Avengers. And so that was just my natural leadership instinct. Had I been more of a command and control person, I should have doubled down on command and control. You have to you have to just do what's natural.

ロス Jonathan Ross #36

制約が少ないほど、自由に解けて、良い意味で驚かしてくれる。でも何を達成しようとしているかを極めて明確に蒸留できないと、過制約か過少制約になる。

創業者は古い産業を壊そうとしている。堀がある。違うやり方でやる。違うことをしないなら意味がない——資金も組織もある既存がある。チーム全体が破壊的でイノベーティブなら、スーパーマンからアベンジャーズになる。それが僕の自然なリーダーシップだった。コマンド&コントロール型なら、そちらを倍加すべきだ。自然な方をやれ。

EN

I got way too cute on trying to play 3D chess. Whereas Jensen is very much just like what does the customer need? Like I I want to develop trust with the customer. I want to always tell the customer things that are true and I believe and I can support. And if I have a a thing that isn't what the customer wants, I'm not going to sell it to them. I'm going to sell things to customers that they actually need and that I believe they need. I'm not going to think like, you know, how do I, you know, build notes? How do I do any of this? It's just like, what does the customer need? Just build that for them and everything else follows. I've done a few episodes of Founders Podcast on Jensen. One of them was How Jensen Works, which is essentially stripped away all the biographical information that's in that book, the NVIDIA way. And just like I think there's like 19 main ideas that I cover in that podcast. But one thing we just mentioned earlier like, okay, well, if you're a founder today, what does founding a company look like going into the future like might just be, you know, you and a co-founder and, you know, 10,000 AI agents. And Jensen has this great line where people are like scared of managing AI agents that might be smarter than them. He's like, I already do that. He has, I don't know, like 60 direct reports. He's like, "Every single one of them is smarter in their domain about their domain than I am, and I have no problem orchestrating them and managing them." And I thought that was a great metaphor. One of the things that really good founders do is it goes back to the asking questions. And what a a really good founder is able to do is even though it isn't their domain, someone comes to them, says something, and they ask a question, and that person's like, "Oh crap, I didn't think of that." Right? Just over and over and over again. It's a skill. you can hone it.

センラ David Senra #37

ロッキードのスカンクワークスをやったケリー・ジョンソンを研究したことは?

EN

Not too much.

ロス Jonathan Ross #38

あまり。

EN

Yeah. And and but but I think this is universal. I think any good founder is able to do this. And again, going back to those early stages of going from a non-founder to a founder, you're going to end up hiring people and they're going to be like, "No, no, I'm the expert in this area." Like, just trust me. You're you're a kid, you know, just trust me. And you have to learn confidence. So, one of the things that happened for me that was very helpful early on in being a founder was I actually got to um back when we were maybe 35 people. I got to shadow someone who was running an organization of 2,000 people. And it was funny because like there's no NDA in place or anything, but every meeting we went into, he's like, "Oh, this guy's got an NDA. Don't worry, you can say anything in front of me." And I was just like, "Okay." Um, but we would go into every meeting and I was sitting there silent and I would think, what would I do? And at the end of it, each time when he would make his decision, it's exactly what I would have done. What I hadn't realized before that moment was I didn't have the confidence. Part of the problem with with being a leader was I needed to have the confidence in a decision so that other people would have the confidence to execute. Many people have too much confidence. Some people have too little confidence. And the question is, if you have too little confidence, you're probably the kind of person who thinks through things a lot more, but you need to still get to a point where you act with confidence. And when I realized I was making the same decisions as this very experienced founder or CEO, I started acting with confidence and people started following my direction much more. I didn't change my decisions, but it changed my leadership.

センラ David Senra #39

Groqのチャレンジコインを聞いて思い出した。彼の言葉に「極端な性能は、しばしば一つの残酷に明確な優先事項から来る」がある。

EN

And that you saying that took you 3 to four years into the founding after the founding of Groq to figure out

ロス Jonathan Ross #40

その通り。十分に明確で、かつ過制約でない目標を与えないと、チームは良い意味であなたを驚かせられない。イノベーションできない。

チームがあなた以外のイノベーターになる唯一の条件は、良い意味であなたを驚かせられること。つまり目標を過制約にしないことだ。

EN

Can you explain the state where Groq was? Yeah.

センラ David Senra #41

それが創業から3〜4年かかって分かった、と。

EN

What else have you learned from Jensen?

ロス Jonathan Ross #42

基本的な人とマネジメントもそう。NVIDIAで学んだ素晴らしいことの一つ——今はそこにいる——ジェンセンは世界クラスだ。他のテック大企業と違って、政治がない。見た中でいちばん政治の少ない大組織だ。

Groqでも学んだが、極端までは持っていけなかった。極端を見ると価値がわかる。NVIDIAでは、ジェンセンが1on1で人によって違うことを言う状況がない。

Groqでは、Aと話し、Bと話すと、二人がまったく違うことを聞いて、違う結論に至る。でも部屋に集めて一度に言うと、みんな同じことを聞く。政治やサイドグループを減らしたければ、1on1をやめろ。伝えたい全員の大きな会議で一度に言え。メールもCC全員。誰かが誰かをけなしてきたら、その人をCCに入れて議論させろ。そうしないと政治を許している。

EN

can you say more about Well, the way I like to put it is typical typical not all, but typical West Coast VCs are more like lemmings. And typical East Coast VCs all think that they're smarter than each other. So, when you try and raise from the West Coast, if one VC puts money in, all the others want to put money in. In New York, one VC investing means nothing. They're going to run their own analysis. They really do not care what other VCs are doing. The flip of that is if you're on the west coast and one VC passes, they're going to go tell every other VC and like lemmings, they're all going to pass as well. So, we had this problem where all all the VCs on the West Coast didn't want to invest in us. We had very few of the typical VCs invested in us at the end. We had like a bunch of crossover funds from the East Coast invested.

センラ David Senra #43

ジェンセンから他に何を学んだ?

EN

This is in every book on Bezos.

ロス Jonathan Ross #44

僕は3Dチェスをやりすぎた。ジェンセンは「顧客は何を必要としているか」だけだ。信頼を築き、真実で支持できることだけを言う。顧客が欲しくないものは売らない。必要だと信じられるものを売る。ノートをどう組むかとか考えない。顧客が必要なものを作れ。あとはついてくる。

EN

No, I don't think so.

センラ David Senra #45

Foundersでジェンセンの回もいくつかやった。『How Jensen Works』では伝記を削ぎ落として主要アイデアを19個くらい。

今日の創業が「自分と共同創業者と1万のAIエージェント」になるかもしれない、という話に戻ると——ジェンセンは「自分より賢いAIエージェントをマネジメントするのが怖い」という人に言う。「もうやってる」と。直属が60人くらいいて、「全員が自分の領域では僕より賢い。それでもオーケストレーションに問題はない」と。

優れた創業者は問いを立てる。自分の領域でなくても、相手が説明したあと質問して、「ああ、それは考えてなかった」と言わせる。スキルで、磨ける。

EN

How many employees did you have at Groq when you did the partnership with Nvidia? about 450, but it was more difficult to manage than a typical group of 450. So, in the military, depending on your rank, you are allowed to um to have a certain number of people reporting into you. And the higher your rank, the more you can have as an officer. But when you're when you have scientists reporting to you, the number is actually much smaller, like dramatically smaller. Because I had such a creative organization, it was much harder to manage them. the the problems manifested. And so it probably was more like managing a group of 5,000 people than it was 450 in many ways. In other ways, it was like managing an even smaller group because innovations would just happen on their own. But like the better the people, the harder they are to manage.

ロス Jonathan Ross #46

ベゾスの本にも全部出てくる。でも普遍的だと思う。非創業者から創業者になる初期、人を雇うと「この領域は私が専門家だ、子どもは黙って信じろ」と言われる。そこで自信を学ぶ必要がある。

EN

Okay. So can you tell the story that you told when we were together at NVIDIA GTC about the drastic change in Groq's fortune and how fast that happened?

ロス Jonathan Ross #47

創業初期に助かったのは、まだ35人くらいのとき、2000人組織を動かす人にシャドーイングさせてもらったことだ。NDAもないのに「この人はNDAがあるから何でも話していい」と毎回言われて……会議では黙って「自分ならどうするか」を考えた。最後に彼が下す決断は、毎回僕が考えたのと同じだった。

それまで自信がなかった。リーダーの問題の一部は、決断に自信を持つことで、他の人が実行できることだ。自信過多の人もいれば不足の人もいる。考えすぎるタイプでも、自信を持って動く地点まで行く必要がある。経験豊富なCEOと同じ決断をしていたと気づいてから、自信を持って動き、人がついてくるようになった。決断は変わっていない。リーダーシップが変わった。

EN

But that was many years ago.

センラ David Senra #48

NVIDIAとの提携時、Groqの従業員は何人だった?

EN

I think you were at one point, you know, close to running out of money. Is this not accurate? So early on at Groq um and this is a lesson for found because if you're doing a capital intensive business you're going to need to raise money and one of the things that we went through was we had raised money from some VCs who fell out of favor with other VCs and others didn't want to co-invest and so every time we would try to raise we just struggled and there's also a little bit of bimodality in how

ロス Jonathan Ross #49

約450人。でも普通の450人より難しかった。軍では階級で部下の数が決まるが、科学者を部下にすると劇的に少なくなる。創造的な組織だったからマネジメントが難しく、問題が表に出た。ある意味5000人を率いるようで、ある意味もっと小さい——イノベーションが勝手に起きるから。人の質が高いほど、マネジメントは難しい

EN

you weren't so you weren't close to running out of money this time.

センラ David Senra #50

Groqの状態を説明して。資金が尽きかけた時期もあったと聞いたけど、正確?

EN

Hold on. That's actually kind of hilarious. the biggest deal Nvidia ever does by like almost 3x and the West Coast VCs missed it. They all chose other things that were safer. So, so there's this thing called the Keynesian beauty contest. Have you heard of it?

ロス Jonathan Ross #51

初期の話だ。資本集約ビジネスでは資金調達が要る。あるVCから調達したが、他のVCから嫌われていて共同投資を嫌がられた。調達のたびに苦しんだ。投資家の二極もある。

EN

You were fine, but the value the last valuation you raised at compared to what you did this agreement at was drastically different.

センラ David Senra #52

もう少し。

EN

Okay. Um John Maynard Keynes, the economist. So, the idea is and it it runs in parallel to VC and and when you see this, you can start to understand some of the behavior, some of the lemming behavior because it's actually a good idea to follow other investors. So, in the Keynesian beauty contest, imagine I give you a magazine with a bunch of models in it. And your job is to bet on models and say which one's the most beautiful. But the determiner of the the most beautiful model is not who's most beautiful. It's who has the most money put on them. And that model like pro rata to how much money you put in, you get all of the money that's been bet on all the models. And and if your model doesn't win, you get nothing. You lose all your money and it goes to the winner. Well, if that's the case, if someone has a lot of money, they can put it down on any model that they want, whether they're beautiful or not. And a bunch of people made other bets. It doesn't matter. They just come in and they make a big bet. Now, when you're watching some of these wagers that are happening in Silicon Valley with people putting in big bets, it's because that used to be what won. What's changed though is that unlike the Keynesian beauty contest where the winner is the one with the most money, in reality, there's a point at which you get enough money and you don't need more. And for the first time in history, the the startups are not starved for cash. They have all they need and more. So now everyone's getting funded to the level that they need. And putting more money in is not an advantage. But people are still acting as if putting more money in gives that startup an advantage.

ロス Jonathan Ross #53

典型的な西海岸VCは、ある種レミングだ。東海岸VCはお互いより自分が賢いと思っている。西海岸では一人が入ると皆入りたがる。ニューヨークでは一人が入っても意味がなく、自分で分析する。

裏を返すと、西海岸で一人がパスすると他にも伝わり、レミングのように皆パスする。西海岸のVCはほとんど投資しなかった。最後に入った典型VCは少なく、東海岸のクロスオーバーファンドが多かった。

EN

Well, let's just go back to what we talked about on stage where it's just like how fast like the how fast you guys had this insight and then how fast the the trajectory of Groq changed.

センラ David Senra #54

ちょっと笑える話だね。NVIDIA史上最大級のディール——約3倍級——を、西海岸VCが逃した。安全な方を選んだ。

EN

Yeah. So going going back to what you asked about almost running out of money. We were about 3 weeks from running out of money at one point.

ロス Jonathan Ross #55

ケインズの美人投票を知ってる? 経済学者ジョン・メイナード・ケインズ。VCのレミング行動を理解する枠組みになる——実は他の投資家に従うのは合理的な面もある。

雑誌のモデルに賭け、いちばん美しいのを当てる。でも判定は「誰が一番美いか」ではなく「誰に一番金が乗ったか」。勝ったモデルに比例配分で賞金が行き、外れは全損。

なら大金を持つ者がどのモデルにでも大金を置けば勝てる。シリコンバレーの大きな賭けも、かつてはそれで勝てたからだ。

変わったのは——美人投票と違い、現実では「十分な金があればそれ以上は要らない」地点がある。史上初めてスタートアップはキャッシュに飢えていない。必要なだけ、いやそれ以上が集まる。追加マネーの優位は消えたのに、人はまだ「金を積めば有利」と振る舞っている。

EN

It was probably three or four, maybe a little bit longer. But but what had happened was I didn't initially think that it was going to be that big of a deal. So I didn't suggest doing it. In fact, it was Sunny, my COO. This goes back to the whole autonomy thing.

センラ David Senra #56

GTCで話してくれた、Groqの運命が劇的に変わった話を。どれだけ速く起きたか。

EN

That was many years ago. And

ロス Jonathan Ross #57

資金が尽きる約3週間前、という時期の話に戻ると——

EN

Yeah. So he had the idea of trying to put our our chips together and he didn't have like a

センラ David Senra #58

それは何年も前の話だよね。

EN

No, no, no, no, no. We were we were fine towards that.

ロス Jonathan Ross #59

何年も前だ。

EN

So the the LPU and GPU as mentioned they they're better at different parts of what's what's called the decoder layer of an LLM. Um the GPU is better at the attention portion and uh the LPU is better at sort of applying the weights which is the the thing that gets trained as opposed to the memory. And what we realized was and and this is what most people get wrong when they're trying to to do this themselves. They'll they'll take the reading of tokens or what's called um um prefill and they'll do that on one piece of hardware and then they'll put the generation of tokens on another piece of hardware. But the generation of tokens is the hard part. That's the thinking. You know, reading is easier than writing, right? And that's true for AI as well. And so what we figured out was if and and again this was all a bunch of people. It wasn't any one person and it was a group that all innovated. Once he brought the idea of why don't we put them together because they're different bottleneck then the team figured out oh this part goes here this part goes there. We implemented it and it worked. And so we also weren't afraid to show it to Nvidia because we wanted to become a customer of Nvidia. We wanted to buy GPUs. And so what ended up happening was we we went we presented it made a lot of sense and the deal happened.

センラ David Senra #60

今回は資金ショート寸前じゃなかった。

EN

It was really only a little over 2x. Um so that wasn't a huge jump. Um, and we also had the ability to raise at the amount that we we did the licensing for.

ロス Jonathan Ross #61

全然。そっちは大丈夫だった。

EN

Yeah.

センラ David Senra #62

でも前回調達の評価額と、今回の合意の水準はかなり違った。

EN

Well, it it was that 3-week period from the time when we presented and asked to buy GPUs until um not only the the deal was done, but money had been wired. But how many months before were you working on this?

ロス Jonathan Ross #63

実際は2倍強くらいで、巨大ジャンプというほどではない。ライセンスした規模での調達能力もあった。

EN

This is the nature of a successful entrepreneur. You move quickly. You don't wait. Right. There's opportunity cost to waiting. Technology is not a business where you can wait a year. What I'm getting at is why is that so important to his business?

センラ David Senra #64

ステージで話したことに戻ろう。洞察がどれだけ速く、軌道がどれだけ速く変わったか。

EN

This is the story I want.

ロス Jonathan Ross #65

GPU購入を提案してから、ディール完了・着金までが約3週間。その前に何ヶ月働いていたかというと、3〜4ヶ月、もう少し長いかもしれない。

最初はそれほど大きな話になると思っていなかった。提案したのも僕じゃない。COOのサニーだ。自律の話に戻る。

EN

Yeah.

センラ David Senra #66

それが聞きたいストーリーだ。

EN

Explain what you mean by putting our chips together.

ロス Jonathan Ross #67

チップを組み合わせようというアイデアは彼からで、最初から全部の設計図があったわけじゃない。

EN

And then um when put on L on TPUs, it actually went to like 3,900 or something ridiculous or 2,900, whatever the the first digit was. It jumped dramatically. And so I think he didn't expect he was going to lose, but he lost badly, but it was the exact same model. So what changed was the ability to compute more made the results smarter. The way that these models work, thinking fast, thinking slow from Daniel Kahneman.

センラ David Senra #68

「チップを組み合わせる」とは?

EN

Okay. So from Jensen's point once he sees this.

ロス Jonathan Ross #69

LPUとGPUは、LLMのデコーダ層の別部分が得意だ。GPUはアテンション、LPUは重みの適用——訓練される側——が得意。

多くの人が間違えるのは、プリフィル(トークン読み)を一方のハードに、生成をもう一方に分けることだ。でも生成が難しい。思考だ。読むより書く方が難しい——AIも同じ。

違うボトルネックだから合わせよう、と彼が持ち込み、チームが「ここはこっち、あそこはあっち」と実装して動いた。NVIDIAに見せるのも怖くなかった。顧客になりたかった。GPUを買いたかった。提示して筋が通って、ディールが起きた。一人の天才ではなく、集団のイノベーションだ。

EN

you're not going to be doing the reading.

センラ David Senra #70

ジェンセン側から見て、なぜこんなに速く動いた?

EN

Right. Why does he decide to act so quickly?

ロス Jonathan Ross #71

成功する起業家の性質だ。速く動く。待たない。待つには機会費用がある。テクノロジーは1年待てる事業じゃない。

EN

I hate that.

センラ David Senra #72

なぜ彼の事業にとってそれほど重要なの?

EN

Right now, when you go to use AI, it's a little it may feel somewhat fast, but that's because you're not used to using it much faster. Sort of like when you first use the internet, it felt fast compared to mailing things around. But when you got broadband, you realized, oh my gosh, like this is so much better. I'm never going to go back. The difference is broadband actually needed people to make their websites faster to make it usable. If the servers are slow, you don't get a benefit. So, it took a while to roll it out and make it good and get video that could stream and all that. The difference is you you put, you know, you put these LPUs into a system and all of a sudden the generation of tokens gets faster. It's like getting broadband instantly on these existing models. And so now rather than having like you know having to wait you know a minute to get an answer you can get an answer in 10 seconds and that really starts to compound. So let me let me walk through an example of why it's not just speed but it's also quality. The other thing that I did was I created Google TPU and at Google there was this time where I'd already moved over to Google X. I was no longer working on the TPU at that point. had already done it and someone else from the TPU team was at Google X came by, showed me this email uh from Deep Mind saying, "Hey, you know, we've got this competition. We think we're going to lose. There's a prize purse. Um, is your chip as fast as as we've heard?" And we're like, "Yes." Like, you know, it's like Ghostbusters, you know, when uh um someone asks you, "Are you a god?" You say, "Yes." Someone asks you, "Is your chip as fast as I've heard?" You're like, "Yes." So we reply back yes and they're like great competition's in 30 days. We're going to play the world champion and go and we played our test games and we lost. We need to win. So they had no choice but to port over to to that TPU chip. So we did it and a bunch of interesting things happened. I think Do you know what an ELO score is?

ロス Jonathan Ross #73

今AIを使うと「そこそこ速い」と感じるかもしれない。でももっと速い体験に慣れていないだけだ。初期のインターネットが郵便より速く感じたように。ブロードバンドで「もう戻れない」となる。

違うのは、ブロードバンドはサイト側も速くしないと恩恵が出にくいこと。LPUを入れると既存モデルのトークン生成がいきなり速くなる。ブロードバンドを一瞬で入れる感じだ。1分待っていた答えが10秒になる。それが複利で効く。

EN

No one else did.

ロス Jonathan Ross #74

速度だけでなく質の話をしよう。僕はGoogleでTPUを作った。すでにGoogle Xに移ったあと、TPUチームの誰かがDeepMindからのメールを見せに来た。「コンテストがある。負けると思う。賞金もある。君のチップは噂どおり速いか?」

ゴーストバスターズで「神か?」と聞かれたら「Yes」と言うように、「Yes」と返した。「30日後に世界チャンピオンとやる。テスト対局で負けている。勝たないといけない」。選択肢はなく、TPUに移植した。

EN

What do you mean no one else did?

センラ David Senra #75

ELOスコアは知ってるよ。

EN

Okay. So for those who don't know what an ELO score is, it's sort of your ranking in chess or go and something like a 200 point advantage is insurmountable. Like the probability of you winning is basically zero. AlphaGo running on GPUs had an ELO score of about 3,200. Lee Sedol was about 35 uh 3550. Um and I might be getting the first digit wrong. It might be 2,000 instead of 3,000, but like you know it was it was more than 200.

ロス Jonathan Ross #76

知らない人向けに言うと、チェスや囲碁の強さの指標で、200点差はほぼ越えられない。GPU上のAlphaGoのELOはだいたい3200前後、イ・セドルは3550前後(千の位はうろ覚えでも、差は200超)。

TPUに載せると3900前後(あるいは2900——桁はともかく)まで劇的に跳ねた。同じモデルなのに。計算できる量が増えて結果が賢くなった。

EN

okay,

ロス Jonathan Ross #77

カーネマンの『ファスト&スロー』だ。囲碁盤で約270手候補があるとき、AIは手をランク付けする。最善手を仮想で打ち、応手を打ち……と展開を見る。次善手も試せば、文脈によってはそれが正解になることがある。

第2局の有名な37手目。創造的で、訓練データに1万局に1回級で入っていたが、GPUでは連鎖が深くて見つからなかった。

今はGPU産業全体のエコシステムで、TPU作成者として認めざるを得ないがGPUの方が良くなっている面もある。当時TPUには新しい工夫があった。今LPUを入れると、より深く、より速く探索できる。速くすることでモデルを賢くできる。速く考えることが、より賢く考えることにつながる。それがLPUとGPUを組む利点だ。

EN

how many years ago was this?

センラ David Senra #78

Groqを10年走って見つけてきたアイデアの話へ。リアリティ・クォーシェントとは?

EN

Yeah, I read that book.

ロス Jonathan Ross #79

採用で見ていたのがリアリティ・クォーシェントで、知能指数とは違う。肩を叩かれても現実を認識できない賢い人はいくらでもいる。

頭の中で現実と切り離された精巧な物語を組み立てる人がいる。一方で、四則演算はできなくてもストリートスマートな人もいる。

リアリティ・クォーシェントはまず現実を認識することから始まり、極端には支配的なゲームを選ぶ能力になる。成功する創業者は、みんながこのゲームをやっているときに、一段上のゲームを見つけて勝つ。

例:MySpaceはアカウント登録数、Facebookは月間アクティブユーザー。MAUの方が支配的なゲームだ。創業者として、メンバーの活動をその支配的ゲームに結びつけるのが仕事だ。

Groqでは「データセンター容量で毎秒2500万トークン」が目標だった。チップを速くする、ソフトを速くする、もっと展開する、電力コストを下げて同じOPEXで多く載せる、データセンターを増やす、チップを増産する、サプライチェーンを最適化する——全員が一つの支配的ゲームに接続できた。

EN

Okay. And so a lot of people were leaving saying there was no point to fast inference. It wasn't going to add any value to the ecosystem. And even though you draw very simple parallels like dialup versus broadband, no one could connect it. I'm going to interrupt you real quick. C can you say more about this because

ロス Jonathan Ross #80

難しいのは、見えて伝えても、人が古いやり方やプロセスに執着すること。エンジニアから創業者への移行で最終的に腑に落ちたのは、破壊的なことをやるなら仕事はフルタイムのチェンジマネジメントだということ。

チェンジマネジメントの第一原理は、変化に感じさせないこと。人間は変化が嫌いだ。「変化が平気な人」と「嫌いな人」の差は、見ているものが違うことが多い。平気な側では何も変わっていない。

支配的戦略——デプロイした毎秒トークンを最大化する——が変わらなければ、アプローチが変わっても本質は同じ。チップだけ速くしようと見ていると、ソフト側の変更が「変化」に見える。文脈を渡し、やろうとしていることが同じだと見せるのが義務だ。

EN

why do you think so many four years ago people just didn't understand

センラ David Senra #81

リターン・オン・ラックについても。

EN

Yeah. So, so like you just know these people who will construct these very elaborate stories in their mind that are completely disconnected from reality, right? And then there are some people who are just incredibly street smart but couldn't do basic arithmetic or or anything like that. Reality quotient often times it starts off as being able to to recognize reality but but in the most extreme form it's the ability to choose the dominant game that's being played. So what most really successful founders and entrepreneurs do is everyone else is playing this game and they realize that if you play this higher level game, you win. Simple example, MySpace was focused on number of accounts signed up. Facebook focused on monthly active users. It was the dominant game, right? If you have monthly active, that's more important than account signed up. And if you maximize the the monthly active, you're going to beat someone who's maximizing account signed up. You're playing a better game. And so, as a founder, you're often able to do this better than other people. And your job leading those people is to try and help them connect their activities to that dominant game. So, when running Groq, I I said our goal was to get to 25 million tokens per second of capacity in our data centers. That meant everyone had a different way to contribute to that. Meant they could make the chip faster. Meant they could make the software faster. It meant we could deploy more. It meant we could get our power costs down so that we could deploy more chips for lower opex. It meant get more data centers. It meant fab more chips. It meant find ways to optimize the supply chain so we could um put orders in faster to fill things faster for customers when we got a so everyone could connect what they were doing to that one dominant game. Where being a founder is challenging is you often see that and you tell it to people and everyone wants to stick with the old way of doing it or they care more about the process. So moving from being an engineer to being a founder, the thing that that finally clicked for me was if I was going to do something disruptive, my job was full-time change management. And the first principle of change management is to make it feel like it isn't a change. Why is that so important? People do not like change. No human being likes change. The difference between people who appear to like change and people who don't like change is often they're looking at different things. And for the the one that is fine with the change, nothing changed. So if I'm playing this dominant strategy here and that doesn't change. I'm just trying to maximize the number of tokens per second that I've deployed. When my approach changes, nothing really changed. But if you're down here thinking how do I make this uh chip faster and not thinking about the software, then you might view something that changes the chip as a change. And so your change management duty is to give people enough context so that they see that their job hasn't really changed. What they're trying to accomplish is the same thing and there is no change. Tell me about return on luck. I read this book by uh Jim Collins a while ago and it had this chapter in it and it really resonated with me and the thesis is the most successful companies don't have more lucky events. They just seize on that luck better than other companies. And I read this very early on as a founder and I started to notice it was true. And there was a really good example of this when LLMs first started to become a thing. I remember getting a phone call from um the the CEO of GitHub basically saying, "I need a bunch of GPUs. We've we've now gotten LLMs to be able to do code completion even though, you know, we're part of Microsoft and everything. Um you know, we we just can't get GPUs. Could we use your your chips, your LPUs?" And I went to the team and I'm like, "We got an opportunity. We can do this." And they're all like, "Nope, not going to work. Can't run it on these chips." I'm like, "No, it looks like it's the ideal thing to run on our ch. It looks almost perfect." They're like, "No, it doesn't work. There's all these things that are in GPUs that we don't have." And I'm like, "Yeah, but none of those are important for LLMs." And they were looking at the wrong things. I let them convince me that we shouldn't pursue it, even though in my bones I kind of knew that that we should. This happened another time where there was another opportunity to deploy an LLM and and I let them talk me out of it. The third time like no, I'm going to do it myself. And so I just went through the whole thing. I I did the arithmetic and and determined the performance and everyone disagreed with me that it was possible. And I'm like, no, no, look at this. And in the end, we ended up hitting exactly those performance numbers. The thing was they were looking at the wrong they were looking at all the reasons why it couldn't be done. than why it could be done. And we talked ourselves out of it. I had multiple lucky opportunities that I didn't seize. I mean, how much better off would we have been had we been the original thing running LLM at Microsoft for OpenAI? That would have been a very different outcome. So, we we lost a little bit, but we were still ahead of the curve when we realized that fast inference was going to be a thing. And I remember very early on, we would talk to potential customers. We even had a video where we sped up um like what it looked like and everyone who looked at it was like why do I need an LLM to be faster than I can read and it hadn't occurred to them yet that

ロス Jonathan Ross #82

ジム・コリンズの本の章が響いた。最も成功する会社は幸運な出来事が多いのではなく、その幸運をより上手く掴む。創業初期に読んで、本当だと気づき始めた。

LLMが台頭し始めた頃、GitHubのCEOから電話があった。「コード補完にLLMを使いたい。Microsoftの一部でもGPUが足りない。君たちのLPUを使えないか」。チームに「チャンスだ」と言ったら「無理、動かない」。僕は「LLMに最適に見える」と思ったが、「GPUにあって我々にないものがある」と説得されてしまった。骨では違うと思っていたのに。

別の機会でもまた説得された。三度目は自分でやる、と。算術で性能を出し、全員が不可能と言ったが、結局その数字に達した。彼らは「できない理由」を見ていた。「できる理由」ではない。

運の機会を何度も逃した。MicrosoftでOpenAI向けにLLMを最初に動かしていたら、まったく違う結果だったかもしれない。少し損したが、高速推論が来ることに気づいた時点ではまだ曲線の先にいた。

EN

So that had a disorienting experience to you.

ロス Jonathan Ross #83

初期の見込み客に「読むより速いLLMがなぜ要る?」と言われた。まだ気づいていなかった——読むのはあなたじゃない。それにインターネットの動き方でもない。ページがゆっくり出てくるのは嫌だ。目はあちこち動く。全部出てから「違う」と判断して打ち直すことも多い。だから高速推論は重要になると気づいた。

EN

To keep saying this.

センラ David Senra #84

他の誰も気づいていなかった?

EN

You're not going to be doing the reading but also that's not how the internet works. Like do you are you okay with a web page showing up? You know

ロス Jonathan Ross #85

Groqの中でも

EN

I read that too.

センラ David Senra #86

何年前?

EN

Yeah, because eyes don't move that way. Eyes move all over. You need the entire thing there. you're gonna look at it and even before you read it, oftentimes you'll have a sense of this isn't what I needed and you'll start typing your question without reading everything that came out. So I realized that fast inference was going to matter.

ロス Jonathan Ross #87

3〜4年前。高速推論に価値がないと言って辞める人が多かった。ダイヤルアップ対ブロードバンドの単純な比喩でも繋がらない人がいた。

EN

I technically read books for a living.

センラ David Senra #88

今は誰もが高速推論の話ばかりだ。4年前は僕も見ていなかった。会社の物語でいちばん大事な部分の一つは、その考えがどれだけ不人気だったかだ。

やったこと全部が悪いアイデア扱いだった、とも言える。でも違うことをしないと優位がない。

EN

We had

センラ David Senra #89

なぜ4年前、多くの人が理解できなかったと思う?

EN

Even within Groq,

ロス Jonathan Ross #90

第一原理を理解せず、ハイプで関わっている人は、あなたが何を違うのかを理解するだけの理解がない。

EN

So, I adopted that very heavily in my leadership once I read that because it worked really well with my sort of autonomous leadership style. And the basic idea in intentional leadership is if I ask someone, should I do something? Oh, they have opinions. Most people will be pessimistic and give you negative opinions. On the other hand, if you express intentional leadership, you say, "I intend to do this." People don't tend to offer their opinion, but if it's very wrong and there's a reason, they will push back. And the example is the submarine commander took over um I think it was the USS Santa Fe. I think it was worst in nuclear readiness in in the nuclear submarine fleet. And in a year or two, he got it to number one in readiness. And all he did was shift from command and control to intentional leadership. The quintessential example being saying be to say dive the boat and there had been incidents where a submarine had dived where the hatch was open and no one wanted to push back because the commander was command and controlling and they were used to doing whatever the commander said. But when people would use this intentional leadership and say, "I intend to move the boat down to 500 ft." Then all of a sudden someone would say, "Wait, the hatch is open."

センラ David Senra #91

それを言い続けるのは、方向感覚を失う体験だった?

EN

there was a lot of push back on like we had a lot of turnover at this point. A lot of people were leaving because

ロス Jonathan Ross #92

最終的に効いたのはマーケティング寄りの気づきだ。何を見せても、試させなければ高速推論の価値は受け入れられない。

エリック・シュミットが関わったSCSPか何かで、ChatGPTの約3ヶ月前にAnthropicのLLMを見せたデモを思い出す。観客の質問にAIが答えても、誰も反応しない。「なぜ?」ChatGPTモーメントとの差は、自分の問いへの、自分向けの答えが魔法だったこと。他人の答えのテキストは魔法じゃない。

だから速度の価値を理解させる唯一の方法は、実装してネットに出すことだと思った。出した。世界を回って顧客を探しているときノルウェーでプレゼンしていて、オープンソースモデルへのクエリが少し遅いと感じた。距離の問題かと思ったが、利用が急増していた。

Xに、Groq上のLLMが超高速で動く動画が載ってバイラルになった。みんながアプリを作り、投稿し、アイキャンディになってさらに広がった。

EN

Going back to the three examples in the return on luck.

センラ David Senra #93

その数年の体験をもう少し。第一原理から来ている。周りはハイプで入ってきて、レンガの壁に何度もぶつかる——重要だと説明しても空白の視線。どんな感じだった?

EN

This was probably three or four years ago.

ロス Jonathan Ross #94

優れたイノベーターの多くは、問題を他の人より先に経験したからイノベーターになる。AlphaGoをTPUで動かして、ハードを切り替えただけで世界最強の囲碁に勝った経験。

だからリターン・オン・ラックを他より取れもしたし、機会にも先に晒された。両方要る。未来はすでにここにあるが、均等に配られていない。運を掴んで倍賭けする意思があったから未来が見えた。みんなが「やめろ」と言う機会に「これだ」と言えた。

EN

Okay.

センラ David Senra #95

「これだ」と言うとき、返ってくるのは反対だった? 無関心だった?

EN

now everybody's just talking about fast inference. It's like everything but what and I wasn't paying attention to this four years ago. I had the other stuff like I was I just wasn't paying attention. Can you talk about the the difference in I think this is one of the most important parts of your company's story is just how contrarian maybe not even the right ... word but it was out of favor your your idea your main idea of people like no it's not important well everything was out of favor everything was considered a bad idea that we did but if you don't do things differently that you have no advantage right

ロス Jonathan Ross #96

リーダーシップの大きな転換の一つは、『Turn the Ship Around』(デイビッド・マルケ)だ。自律型のスタイルと相性がよかった。

意図的リーダーシップの基本——「これ、やるべき?」と聞くと、人は意見を持ち、多くは悲観的になる。一方「私はこれをするつもりだ(I intend to)」と意図を表明すると、普通は意見を言わないが、本当にまずい理由があれば押し返す。

原書の例は原子力潜水艦USSサンタフェ。 readinessで最悪から1〜2年でトップへ。コマンド&コントロールから意図的リーダーシップへ。ハッチが開いたまま潜航しそうなとき、「潜れ」だと誰も反論しないが、「500フィートまで潜るつもりです」と言えば「ハッチが開いてます」と出る。

EN

Is that what you did on the the third example?

ロス Jonathan Ross #97

皆が「I intend to …」と言うと、何をしているかが共有され、意見は求めないが本当の問題は上がる。初期の僕は意見を求めてしまい、何度も止められた。

EN

How does the intentional leadership tie to the question is if you were getting opposition or indifference, where were you going with that? I was inviting pessimism by asking for people's opinion.

センラ David Senra #98

リターン・オン・ラックの三つの例に戻ると——

EN

when people don't understand the first principle of something and they're getting involved in it because it's a it's you know hype. They don't understand enough to understand why what you're doing is different.

ロス Jonathan Ross #99

そう。

EN

Teammates. Teammates.

センラ David Senra #100

「I intend to」と言っていたら、と。三度目はそうしたの?

EN

Yeah.

ロス Jonathan Ross #101

プレゼンを組んで「チップあたりこの速度に行く」と言った。すると「無理」ではなく「こうやる」と皆が乗ってきた。言い回しの小さな違いが、前進できるかどうかを分ける。摩擦は招かないが、本当に重要なときはフィードバックが来る。

EN

And you came up with this idea of bonds. of Groq bonds there. Before I even get there, something that just popped in my mind as you were speaking earlier about your kind of like leadership styles, you know, basically I'm going to tell them what we want to do. You have this organizing principle, but you're not going to tell them how to do it. You're going to let them surprise you.

センラ David Senra #102

意図的リーダーシップは、反対か無関心かという問いとどう繋がる?

EN

Well, so what eventually worked was uh so and and this goes to a little bit of marketing that we we came up with. We realized that there was no possible way, no matter what we showed people, for them to accept that fast inference was going to be helpful unless we let them try it. And I remember this example from um Eric Schmidt does was involved in this thing, SCSP or whatever, and they they showed off Anthropic um an LLM from Anthropic about 3 months before the chat GPT moment. And I remember sitting there seeing it, seeing demos of this AI answering questions in the audience and no one reacting. I'm like, how is it no one is reacting to this? Now compare that to the chat GPT moment where everyone reacted. What was the difference? The difference was when people asked their question and they got an answer to their question that was specific to them. That was magical. Seeing text show up for someone else's answer wasn't magical. So I realized that and I'm like the only way we're going to get people to understand the value of speed is if we just implement this put it on the internet. So, we did and what ended up happening was we we put it online and I remember I was doing a little bit of a world tour trying to find customers and I was in Norway and I was doing a presentation and I noticed cuz we had it working and I noticed that the presentation was like when I was doing um queries um using some of the open source models, I remember it just felt a little slow to me. Not not that slow but a little slower than usual. I'm like what's going on here? because like I'd been, you know, Norway's further away than the servers, but I tested earlier and it's fine. I checked in, our usage had skyrocketed. Someone had posted on um on X uh a video of an LLM running on Groq that was just running super fast and it was viral. All of a sudden, everyone started creating applications using it, posting those, and it was just such eye candy when when people saw it that everyone started creating their own, and we just went viral. Say more about this experience that you had, though. I'm really like, you're coming at it from first principles. You're saying these people are getting involved in it because it's hype and it's like the the thing that's, you know, being spread around at the moment. Like what was that experience like for that that several years where you're just going through this like I'm trying to explain why this is going to be important and you're just hitting blank stare or brick wall after brick wall. Well, there's this common theme where a lot of really good innovators are innovators because they experienced the problem before others did. remember my experience of AlphaGo on, you know, TPUs and and being able to outperform the world's best Go player only because of the hardware that we switched to. Yes, I I was able to to sort of get this return on luck more than others. I'm more able to like say, okay, there's an opportunity, I'm going to go for it. But I was also exposed to the opportunities first. And you need both. So you have to be in a position to see the future ahead of and this is the common saying right the future's already here it's just not evenly distributed because I was in a situation where I got to see the future because I was really willing to like seize luck and double down on it when everyone else was like no let's not pursue this opportunity and I'm like yes this is the opportunity those two things are what work together when you're saying yes this is the opportunity would you describe the response you're getting as opposition or indifference One of the biggest shifts in my leadership, another book, Turn the Ship Around by David Marquet.

ロス Jonathan Ross #103

意見を求めることで、悲観を招いていた。

EN

That's Phil Knight in Shoe Dog says that over and over and over again.

センラ David Senra #104

見込み客に聞いていたの? それともチーム?

EN

Okay. So,

ロス Jonathan Ross #105

チームメイトだ。

EN

We were going to run out of money and the leadership team that I had at the time uh was starting to put together a list of layoffs of who we were going to lay off. And when I started reviewing the list, it became very clear to me that if we did that layoff, we were dead.

ロス Jonathan Ross #106

難しいことのほとんどは、極端の一方に振り切れないから難しい。文脈でどちらに振るかを決める。フィードバックもそうだ。キャリア初期は押し返しが多すぎ、後になると足りない。本物のフィードバックと不要な押し返しのバランス——その微妙さが「I intend to」対「どう思う?」だ。

EN

We were already struggling to keep up with what we needed to implement cuz this was pre this wasn't even pre-product market fit. This was pre the product working. We had to write a a very special compiler in that had never been written before that didn't require human beings to write what are called kernels. It had never succeeded before. No one had ever done this. And our architecture didn't work with kernels the way everything else worked. So we had to get to this point, the sort of critical mass point before our product would even work. We hadn't done that yet. And we were talking about cutting people who were critical for that. So when I realized that layoffs weren't going to solve the problem and it was just a simple bit of burn math like you know we were going to run out of money but we just weren't going to have the talent we needed to succeed and we were going to have these other costs. I I realized we had to to reduce our burn without reducing our people and the only answer was to get people to take a salary cut. So we had an all hands and we put up uh you know World War II looking pictures of of war bonds and we called it Groq bonds. Wasn't technically a bond. It was an exchange of salary for equity and we expected that we were going to have pretty high attrition and we actually didn't. 80% of the employees participated and I think uh about half uh went to the statutory minimum salary by law and remember engineers get paid hundreds of thousands of dollars. These folks like cut their salary down to like $50 $60,000 whatever the statutory minimum was like real pain. And we saved more than 3 weeks worth of runway. I think it was I think it was closer to 2 months. We had 3 weeks of money left when we raised. So, had we not done this, we would have gone out of business. The thing that was interesting, I I go back to this all the time because we've had a lot of close misses where we had to keep the team together. And there's a phrase I have, which is put everyone's hands on the steering wheel. When people are passengers in a car, they're more nervous about a windy road or a scary road. But when they're the driver, they they feel more in control. They they're more willing to take a risk. By doing this, we put everyone's hand on the steering wheel. They were participating in saving our runway. And we had less than 10% attrition. It might have been closer to 5% when we announced Groq Bonds, which was actually uh probably better than our attrition rate before then. I love this idea. So, the other side, you went from, you know, looking for other ways to not fire people. The other side of firing is hiring. You also have some interesting uh like I think lessons you learned in the decade you were building Groq about hiring that are also pretty counterintuitive which a lot of the people that appear on the show have very counterintuitive ideas about hiring.

センラ David Senra #107

資金が尽きる3週間前の話に戻ろう。Groqボンドのアイデアが出た。

その前に——リーダーシップの型が「何をするかは言うが、どうやるかは言わず、驚かしてもらう」という話は、フィル・ナイトの『Shoe Dog』でも何度も出てくる。

Groqボンドを読むと、IPO前に資金繰りで苦しんだナイキに似ている。従業員からのローンを株式に転換したりした。説明して。

EN

I don't know.

ロス Jonathan Ross #108

資金が尽きそうで、当時の経営陣はレイオフリストを作り始めていた。リストを見てはっきりした——それをやったら死ぬ

EN

but a lot of the people that we brought in caused organizational problems. I' I've already kind of alluded to that. And the reason was I'm pretty clever. And so when I meet someone, I can come up with a reason why I should hire them. I think a lot of people do this. They will convince themselves I should hire this person. They're great because of this. They have this experience. They they have this attribute. I'm going to hire this person. So we have this thing we call a people spec or or Datagroq. And very much like you have a product spec, we had a people spec. It had version numbers. We would change it. If you don't write down what you're looking for in people, you're not going to hire that. You're not going to be consistent. And so we framed the people spec in positives, things that you look for like return on luck. Give me a couple more examples of what were the positives on that people spec.

センラ David Senra #109

なぜ?

EN

They're involved in it. And everyone says, "I intend to do this. I intend to do this." It gives everyone an opportunity to say what it is that, you know, they're doing so people can hear it, but you're not asking for an opinion. The issue was over and over again earlier on I was I was getting opinions from people and they were stopping me.

ロス Jonathan Ross #110

プロダクトマーケットフィット以前どころか、プロダクトが動く前だった。人間がカーネルを書かなくてよい、かつて成功したことのない特殊なコンパイラを書く必要があった。アーキテクチャは他社のようにカーネルと噛み合わなかった。臨界質量に達する前に、その実装に必須の人を切ろうとしていた。

バーンの計算だけでも、金は尽きるが、成功に必要な人材も失い、他のコストは残る。答えは——人を減らさずバーンを下げること。つまり給与カットだ。

全社会議で、第二次大戦の戦争債のようなビジュアルを出してGroqボンドと呼んだ。厳密には債券ではなく、給与とエクイティの交換。高い離職を覚悟したが、従業員の80%が参加し、約半数が法定最低給与まで落とした。エンジニアが年収何十万円もあったのに、5〜6万ドル程度まで。本当の痛みだ。

ランウェイは3週間分どころか、近い数字で約2ヶ月分を救ったと思う。調達時に手元3週間。やっていなければ倒産だった。

何度もチームを繋ぎ止める危機があったが、いつも戻るフレーズがある。全員の手をハンドルに置け。車の乗客は曲がりくねった道で緊張する。運転席だとコントロール感があり、リスクを取れる。ボンドで皆がランウェイ救済に参加した。離職は10%未満、たぶん5%近く——発表前より良いくらいだった。

EN

which is actually really important to you.

センラ David Senra #111

人を切らない方を探した一方で、採用側にも直感に反する教訓がある。番組に出る人の多くがそうだ。

EN

Yes.

ロス Jonathan Ross #112

信じられないほど賢く才能のある人を雇うのは上手かった。でも組織問題を起こす人も多かった。僕は賢いので、会うと「雇う理由」をいくらでも作れる。経験がある、この属性がある、と自分を説得する。多くの人がそうだ。

だからピープルスペック——Datagroqでは製品スペックと同じように、バージョン番号付きで書き、更新した。何を求めるかを書かないと、一貫して雇えない。

ポジティブで枠を組んだ。リターン・オン・ラックなど。

EN

Yeah. this this phrase it's like I think it's on the Groq blog where it was like make every word count I think you'd repeat over and over again

センラ David Senra #113

ポジティブの例をもう少し。

EN

And if I had just said I intend to do this.

ロス Jonathan Ross #114

詩的デザイン。詩は意味の密度だ。少ない言葉で多くを言うこと。

EN

or every word matters there

センラ David Senra #115

あなたにとって本当に大事だよね。

EN

Yeah. I I literally said I I I put a presentation together. I said we're going to get to this particular speed per chip. And rather than people going, "We can't do this," they all sort of jumped in and said, "This is how we do it." It's a very small change in phrase, but it has all the difference in your ability to move forward. You're not inviting friction, but yet people would still give uh feedback when it was really important. When there was a real problem, they would raise it.

ロス Jonathan Ross #116

巨大に大事。

EN

Mhm.

センラ David Senra #117

Groqのブログにもあった気がする。「すべての言葉を数えよ」みたいな。

EN

Were you asking potential customers? These are teammates.

ロス Jonathan Ross #118

すべての言葉が大事。達成しようとしていることの、最小で最もミニマルな表現がいちばん詩的だ。言葉だけじゃない。デザインも。言葉でなくても詩的なものはある。

それぞれにネガティブ版がある。リターン・オン・ラックの反対は運を浪費すること。詩的デザインの反対はマキシマリスト——機能を全部ぶち込む、どこを押せばいいか分からないプロダクト。

EN

Explain that.

ロス Jonathan Ross #119

ポジティブに合う人は見つけやすいが、ネガティブを見落とす。本当に雇うときに避けたいのはネガティブだ。一人が持ち込むとチーム全体に広がる。

採用の最大の転換は、才能を伸ばすときに見るポジティブから、才能を選ぶときに見るネガティブへ移ったことだ。

EN

one of the this is one of the attributes and I think it's an important one.

センラ David Senra #120

説明して。

EN

Okay.

ロス Jonathan Ross #121

人を伸ばすときは道を見せる。慈善への寄付を増やす有名な例——慈善の素晴らしさを説くより、「どこに送れ」とやり方を教える方が効く。スキルを渡せば学べる。だから成長させるときはポジティブを見せる。「運を浪費するな」ではなく、リターン・オン・ラックの物語を見せる。

採用は審査で、ノーを言う動きだ。成長が上手い人と採用が上手い人は違う。頭のモードを分ける必要がある。

Groqで気づいたのは、人の問題を見つけて外に出すのが上手い人事責任者を観察して、自分の採用が全部間違っていたと分かったことだ。

EN

I want to get there in one second. Yeah,

センラ David Senra #122

反転させて、ロス・バイアスで雇う、と言っていた。

EN

Let's go back to this time where you you were 3 weeks away from running out of money. Yeah.

ロス Jonathan Ross #123

重要な属性の一つだ。人間には自然な損失バイアスがある。損失は利得の約6倍痛い、と数学的に言われることもある。20%損するとすごく痛いのに、100%伸びた機会を逃しても痛みは小さい——機会費用の方が大きいのに。

性格特性として「勝ちを早く記帳する」と呼んでいるものがある。アーキテクチャ会議で「こうすればチップが2倍速くなる」と言っても部屋が盛り上がらない。皆は「次のチップに入れよう」と聞いている。僕は「今のチップでやらないなら、半分の速さで損している」と聞く。

可能だと聞いた瞬間に記帳し、やらない=失う、とみなす。採用でも同じ態度の人を探すようになった。成功する起業家の多くは、ある種自分で不満を製造する

EN

When I heard your episode on Michael Jordan, I was thinking like, yeah, so he is very intentionally throwing his keys over the fence so he has to go fetch them. What he's doing is Michael Jordan, he he's a very sort of aggressive competitor where he would make bets on everything like could you throw a a quarter and and hit a target closer or something like just weird stuff like that and he would just non-stop do it. Most people are afraid to sort of taunt someone else, a competitor, because if they lose, they're going to feel really, really bad. Remember that loss bias is heavy. Like if I'm like, "We're going to go play basketball." I'm like, I'm going to wipe the floor with you and then I lose. That's humiliating, right? What I suspect Michael Jordan was doing was he was very intentionally taunting the other players so that a loss would be humiliating to force himself to perform at superhuman levels. He was just doing it over and over again. Most people are so afraid of putting themselves out there and suffering the negative outcome that they won't get their hopes up. they will actually um keep keep their sights much lower. But entrepreneurs, they start a company and they're like, "Of course, I'm going to be successful. I'm going to tell everyone, I'm going to go raise money. I'm going to put my reputation on the line and I'm going to be forced to perform." Michael Jordan's uh trainer is the one that wrote the book that I did that episode on. And he the way he describes this is what Michael would do is exactly what you're saying. He's like, "Well, once you tell somebody how bad you're going to ... them up, you have to actually go and do that." putting and what he realizes when Tim Grover was studying Jordan's career, what he realized is like he intentionally heaped more pressure on him because the more pressure he put on himself, the higher he wrote like the the better he performed and the higher he rose uh throughout like his career. I think this is also tied to something that you and I have talked about which you called manufactured discontent. There's a book on the counter. We were talking in the kitchen earlier before we started recording that I have out there on David Ogilvy who's one of my heroes and he calls this divine discontent that you'll find the best entrepreneurs the best athletes anybody reach the top of their profession right they don't rest on laurels they don't sleep on wins there's another book right next to that the new biography of uh Steve Jobs just came out and Steve Jobs demonstrated this this um this concept perfectly when he's just like well you made this great product now what he's like well I believe that if you make something wonderful the only thing to is to do it again is to like not think about it just the next day now I'm going to go on and make another great product or I'm going to keep doing this like essentially they're telling you like the journey is a reward so talk about your idea of manufactured discontent

センラ David Senra #124

製造された不満にはすぐ行く。その前に——ロス・バイアスで雇うことと、プロダクト会議でより良くできることを「失っている」と捉えるのは本当に大事だ。

マイケル・ジョーダンのFounders回から学んだ、チームメイトに賭けを仕掛ける話。なぜ面白かった?

EN

Yeah.

ロス Jonathan Ross #125

鍵をわざとフェンスの向こうに投げて、取りに行かざるを得なくする。ジョーダンは四半期硬貨を的に近づけるみたいな変なことまで賭けまくり、常に競争する。

多くの人は相手を挑発するのが怖い。負けると損失バイアスで屈辱が重い。「床を拭いてやる」と言って負けたら恥ずかしい。ジョーダンはわざと挑発して、負け=屈辱の圧力をかけ、超人的にパフォーマンスせざるを得なくしていた、と僕は疑っている。

多くの人はネガティブ結果が怖くて期待を上げず、照準を低く保つ。起業家は会社を始め、「もちろん成功する」と皆に言い、資金を集め、評判を賭け、パフォーマンスを強いられる。

EN

What are you discontent about today?

センラ David Senra #126

ジョーダンのトレーナー、ティム・グローバーの本の話だ。「どれだけめちゃくちゃにすると言ったら、実際にやらなきゃいけない」。意図的に自分に圧力をかけ、圧力が高いほど上昇した。

あなたが言う製造された不満(manufactured discontent)にも繋がる。キッチンで話していたデイヴィッド・オグルヴィの本——彼はdivine discontent(神聖な不満)と呼ぶ。頂点にいる人は月桂冠で休まない。新しいジョブズ伝も同じで、「素晴らしい製品を作った。次は?」「また作る」。旅そのものが報酬だ。あなたの製造された不満について。

EN

And then I'm reading about Groq Bonds and it sounds very similar to some of the things that Phil Knight had to do because Nike was so close before they IPOed. They had to IPO out of necessity because they were just kept running out of money or very close to it and he actually converted some of the loans that his he got from his employees into equity and wind up you know doing very well for them. So explain this idea that you had for Groq bonds.

ロス Jonathan Ross #127

起業家や他分野の成功者たちとの会話で気づいた。部屋は皆成功しているのに、起業家は資産がもっとあっても一番満足していない。もう働かなくていいのに、比較して不満だから次の会社を始める。他の人は資産には満足していて、過去の成果物——昔の文章など——に不満だった。

成功者には、自分を動かす何かへの不満がある。自分の人生でも、PMF前は本物の不満があった。PMF後はスケールに不満、別の要素に不満……と探し続けた。現状に満足できる人はイノベーションを押し続けない。押し続けるには、常に不満である性格が要る。

EN

I love that idea of saying you know every day that we miss out on this mission there's a there's a real cost to it. Edwin Land, founder of Polaroid, Steve Jobs hero, this guy, this one of my favorite entrepreneurs of all time. I won't shut up about, but way before he invented the Polaroid camera, he was actually trying to invent new ways to reduce headlight glare because in the early days of the automobile, there was so many people dying because the oncoming headlights of the car. And he what he did very similar to what you did, he had like this organizing principle when you said, you know, we have 25, we need to get to 25 million tokens. uh he would put on the on the whiteboard, you know, 300 people died today.

センラ David Senra #128

今日、何に不満がある?

EN

Why?

ロス Jonathan Ross #129

いまは世界のコンピュート不足に不満だ。AIは革命的で、人々のすべてを変える。デメリットもあるがメリットは巨大だ。医療の発見が来る。がんの治療がコンピュート不足で1年遅れたら、それは僕の責任だという感覚がある。

がんで死ぬ人、老いて弱って死ぬ人——AIが老化を遅らせる方法を見つけるかもしれない。全部、ある意味自分の肩に乗っている。世界にもっとコンピュートを渡さないといけない。

EN

Because of this. And if it takes us an extra week, you know, that's 21,00 extra people. I don't know what the number is, but it's something like that. Uh I do think you're in a perfect position. This show is a love le love letter to capitalism. I think we should uh end on optimism. Uh I think the best entrepreneurs in the world are default optimistic and default aggressive at the same time. Can you just like give us like give me actually like just an overview of what you actually think is coming with AI and as a result of AI like some of the most optimistic things that you could say cuz you see what's going on right now like everybody's it's super unpopular people are you know they want to blow up data centers they want to attack certain people inventing the technology like I don't think we've done a good enough job of telling like a more positive story

センラ David Senra #130

ミッションを一日逃すたびに本物のコストがある、という考えが好きだ。ポラロイドのエドウィン・ランド——ジョブズのヒーロー——は、カメラの前にヘッドライトの眩しさを減らす研究をしていた。初期の自動車で対向車のライトで死ぬ人が多かった。

ホワイトボードに「今日300人が死んだ」と書く。1週間遅れたらさらに何千人、という感じであなたの「2500万トークン」と同じ組織原理だ。

この番組は資本主義へのラブレターだ。楽観で終わりたい。最高の起業家はデフォルトで楽観的で、同時に攻撃的だ。AIで何が来ると見ているか。いまデータセンターを爆破しろ、技術を作る人を攻撃しろという空気もある。もっとポジティブな物語を語れていない気がする。

EN

I was very good at hiring people who were incredibly smart and talented

ロス Jonathan Ross #131

変化の知覚に戻る。最近ネガティブ反応が多かった投稿で、実質的にコードの配給制があった、と書いた。ソフトエンジニアの既定は「コードは書くのが高い」。正しいと確信するまで機能を作らない。

アジャイルはリスクを取って実装しフィードバックを得ると良い結果になる、と示してきた。それでも「ノー」と言う自然な傾向が残る。ミーティングで「できない、やるべきでない」と言うノー・エンジニア。

いまコードの限界費用はほぼゼロに近づいている。プロのエンジニアは実装し、体験し、「この体験に基づいて別のやり方で再実装」と動く。

もう一つの転換はアクセシビリティだ。かつては書記だけが読み書きを支配し、字母が簡単になり、教育で誰もが読み書きできるようになった。質の問題になったが、アクセスは全員に開いた。

僕のEAは今、ソフトアプリを作る。出張のとき、天気をライブ更新し、電話番号や情報をまとめた小さなアプリをくれる。コードを書けない個人には以前は不可能だった。

技術がなくても良い趣味(taste)を持つ人が問題を解くソフトを作れるようになる。資本も才能にもアクセスしにくかった過去と違い、大きなチームなしの個人創業者が、本物の問題を解く価値ある会社を作るのが増えると思う。

EN

Anyone who wants to learn can now learn a subject. You just ask questions. The problem with traditional education is it was force-fed to you. It wasn't interesting. And if you're going to learn something, it needs to be interesting. The ability to ask questions in the moment when you want to learn something is going to fundamentally change education. This goes back to what I said earlier that the AI age is going to be about asking questions. I think a lot of people do ask me what are they going to do for their kids. And my answer is stop teaching them to answer questions and start teaching them to ask questions. Curriculums should be revamped around here's a problem. it actually matters for the community. Maybe, you know, you need to you need to fix the way that permitting is done in the city. Maybe you need um a way to improve the the way that you get word out of, you know, some sort of events that are occurring, things have the students write actual applications that are useful for the community that they're in and solve real problems and then have them ask questions. When you create homework or a test for kids, if they can look up the answer online or if they can ask AI to solve it, you haven't taught them what they need for the next stage. But if you give them a problem where they have to ask the questions and get AI to solve it, then you have.

センラ David Senra #132

好きなフレーミングだ。最後に、あなたの好きな言葉の一つで。「望む人には、大規模なレベルアップの年になる」と。

EN

Poetic design. So poetry is semantic density. It's when you say so much in so few words. That's

ロス Jonathan Ross #133

学びたい人は、もうどんな科目でも学べる。問いを立てればいい。従来教育の問題は、押し込められること。面白くない。学ぶには面白くないといけない。学びたい瞬間に問いを立てられることが、教育を根本から変える。

AI時代は問いを立てることだ、という最初の話に戻る。子どもに何をすればいいかとよく聞かれる。答えは——答え方を教えるのをやめ、問い方を教え始めろ

カリキュラムは「コミュニティに本当に重要な問題」中心に組み直すべきだ。許認可の改善、イベントの周知……生徒に実際に役立つアプリを書かせ、本物の問題を解かせ、問いを立てさせる。

宿題やテストで、オンラインやAIで答えを調べられるなら、次の段階に必要なことは教えていない。問いを立てさせてAIに解かせる問題を出せば、教えている。

EN

Thanks.

センラ David Senra #134

時間をありがとう。やってくれてよかった。

EN

Hugely important. every word matters yeah it it's the smallest possible the most minimal expression of the thing you're trying to achieve is the most poetic and that that's not just in words it's also in design right you know something is poetic even if it's not words and so that's another one but each of these has a a negative version right so the the opposite of return on luck would be squanders luck. The opposite of poetic design would be, you know, maximalist design, like just throw every feature in. Like you, you know, some of these products where it's like, where am I supposed to click? And so, it's really easy to spot people who fit some of the positives and not realize they have some of the negatives. And what you're really hiring for is to avoid those negatives because if one person comes in with that negative, they're bringing that into the whole team. The biggest flip in my hiring was when I went from looking for positives, which is what you do when you're trying to grow talent, to looking for negatives, which is what you do when you're trying to select talent. When I'm trying to help someone grow and improve, I want to show them the path. Right? This there's a famous example of how do you increase the amount of money given to a charity? It's not making people, you know, realize how great the charity is. It's not making them feel good about giving to charity. It's about telling them where to send the money. If you tell them how, if you give them a skill or a technique, then they can very often learn it and do it. So, when you're trying to grow people, show them the positive. Don't say, "Hey, don't squander luck." Show them what return on luck looks like, which is there was this opportunity once that everyone said no to and we said yes and it made us successful. Right? When you're hiring, you're really looking to to vet people and you're you're trying to say no to things. And that's a very different motion. And some people are really good at growing, some people are really good at hiring. But you have to you have to separate those two into very different mental modes. The reason I noticed this at Groq was we hired a head of HR who was very good at noticing problems with people and getting them out. And as I observed her doing that, I realized I'd been hiring all wrong. I think the way you described this to me was you essentially inverted it and now you're hiring for loss bias is I think the term that you So humans have a natural loss bias which is people attach a mathematical number to it which is a loss is six times more painful than a gain. Like you see this where someone will invest money, lose 20% and it'll be very painful, but they didn't invest in something that grew 100% and that hurts them less than losing 20% of the money. Even though not getting the gain, the opportunity cost is much higher. There's a personality trait in people where I call it sort of booking the win early. And you'll see like we would be in an architecture meeting and someone would say, "Well, if we do this, the chip will be twice as fast." And I look around the room and no one seemed that excited about doing it. What's going on here? And and I I started to realize everyone was hearing, "If we do this, the chip will be twice as fast. Let's put that in the next chip." And I'm hearing, "If we don't do that in this chip, the chip's going to be half as fast as it could be." As soon as I heard that something could be done, I would book it. I would immediately sort of just assume that if I don't do it, I've lost this thing. So, as I started to hire, I would look for other people who had the same sort of book the win early attitude. The moment they hear something's possible, they book it and they're like, I don't want to lose that thing. A lot of the most successful entrepreneurs, they sort of manufacture their own sort of discontent. but I I I think this hiring for lost bias and applying it to not only the talent, but also these meetings you're having in product uh in product design and things that would make your product better is actually really important. You mentioned before that you learned from an episode of Founders on Michael Jordan uh one way to do this where he would challenge his teammates to bets. Why was that an interesting idea to you? so I was having a conversation with um a bunch of entrepreneurs and a bunch of people in other fields who you know some of them had made a lot of money some of them hadn't and the entrepreneurs were the ones who were the least happy with their wealth even though they had more money everyone in the discussion was incredibly successful. But what we started to realize was um the like even though some of these entrepreneurs had made hundreds of millions of dollars, they were comparing themselves to others and they never had to work again in their life, but because they were unhappy with their wealth, they had a reason to continue and start another company and and do more. Meanwhile, the other folks who were very successful, they were quite happy with their wealth, but what they were unhappy with was their their previous work product, a a previous piece of writing they had written or something like that. And because everyone in this room was successful, what we identified was everyone had something that they were discontent about that drove them. And so I started looking at at my own life and and you know there were a lot of periods where there was genuine discontent because we hadn't had product market fit. But then once we had product market fit at at Groq I was unhappy with the scale and then I was unhappy with you know other elements and I just kept finding things to be unhappy with. Most people can be quite content with the status quo and they're not going to keep pushing to innovate. You have to have a personality where you are constantly discontent if you're going to keep pushing things forward. At the moment, I'm I'm um I'm discontent with the lack of compute in the world. AI is revolutionary. It's going to change everything for people. You know, there are pros and there's cons, but the pros are massive. I'm you know they're going to be medical discoveries and if it takes us an extra year to cure cancer because we don't have enough compute that's my fault. every single person who dies from cancer, every single person who becomes old and and you know infirm and and dies like there could come a point we don't know there could come a point where AI um comes up with you know slow ways to slow aging right all of that I feel is kind of on my shoulders and I need to perform I need to make sure that the world has more compute Yeah. well I I think that goes back to people perceiving a change right Um, I I had a recent post that got a lot of negative feedback, which was I said that there's effectively been code rationing, right? As a software engineer, the the default is code is expensive to write. And so, I'm going to be very careful about what code I write. I'm I'm not going to create a feature unless I'm absolutely sure that it's the right feature to create. I'm I'm not going to implement something until I've got it figured out. And what we've seen from agile software development is when you take the risk and you sort of implement something and you get feedback, you end up getting better results. But there's still just generally a very natural prediliction to to say no to things. And so concept of sort of a no engineer. It's someone's job to to say no to things, right? They they're they're the ones in the meeting who say we can't do this. We shouldn't do this. What I'm seeing is that um code is becoming almost free. It's it the marginal cost is approaching zero and it's shifting the way that things are done for professional engineers where you just implement the thing you experience it and you say re-implement in this different way based on my experience. The other shift is the accessibility. is very much like lit uh you know um literature and and literacy right there was a time when scribes were the only people who could read and write and they sort of controlled access to the written word and then we got much simpler reading and writing you know alphabets as opposed to these these sort of um uh ideographs and and hieroglyphs and so on and all of a sudden many people could learn to read and then we got education system and everyone could learn to read and everyone could read and write. All of a sudden, it became about the quality of the written word, not just the written word. But everyone had access. My EA creates software applications now. Like when I go on a trip, she creates a little app which I can click through and it tells me what the weather's going to be and it updates live and and pulls it from sources and, you know, gives me all my phone numbers and and all sorts of extra information. That would have been impossible for an individual who didn't know how to write code before. So what I think is going to happen is a lot of people are going to get access to being able to create software to solve problems who would have never had the technical capabilities before but who would have had good taste and know what good is uh like and there's just going to be an enormous number of founders unlike in the past where you just didn't have access to the capital and you didn't have access to the talent. I think you're going to see individual founders um without large teams creating very valuable companies that solve real problems for people. And I love that framing. Uh we'll end on this one of my favorite quotes of yours which you said looking forward to a year of massive upleveling for anyone who wants it. Thanks for the time, man. Glad you did this.

ロス Jonathan Ross #135

ありがとう。

EN

Thanks.

FAQ(調べたこと・読み方)

「英語は自動字幕ベース」と書いた部分や、記事中のわかりにくい用語・固有名詞について、公開情報と字幕データの突合で調べた内容です。断定できないものはその旨を書いています。

A. 英語原文・自動字幕について

なぜ英語が「自動字幕ベース」なの? 公式の文字起こしは?

このページの英語は、YouTube が生成した automatic captions(ASR=音声認識) を yt-dlp で取得したものです。人手で整えた公式トランスクリプトではありません。

公式サイト(davidsenra.com)にはエピソード要約はありますが、取得時点では全文の公式文字起こしは公開されていませんでした。

参照: https://www.davidsenra.com/episode/jonathan-ross

自動字幕の精度は? どこが壊れやすい?

条件で大きく変わります。専門用語・固有名詞・複数話者で落ちやすいです。本編はチップ名・企業名・学術名が多く、ASR誤変換が起きやすいタイプです。

この記事の英語で見つかった誤変換は?
字幕表記修正後
Grock / croc bondsGroq / Groq Bonds
Johnson moves fastJensen moves fast
Lease at allLee Sedol
Alph GoAlphaGo
Daniel ConamanDaniel Kahneman
Apploven / DealAppLovin / Deel
David Marquette / OggovyMarquet / Ogilvy

英語欄は学習用の補助。一次ソースは動画を優先してください。

日本語と英語は1対1で完全対応?

完全対応ではありません。 日本語はまとめ・整文、英語は自動字幕の切れ目。だいたい同じ話題の塊として読むのが正しい使い方です。

上部トグルは何のため?
  • 英語原文 … ON/OFF(約9.5pxの補助情報)
  • 英語を少し大きく … 約11px。精読用

デフォルトは日本語メイン・英語は極小です。

B. 人物・会社・固有名詞

Jonathan Ross / Groq / TPU とは?

Jonathan Ross。Google で TPU 開発に関わり、Groq を創業。LPU による超低遅延推論で知られる。本編では NVIDIA との大型提携(約200億ドル規模と噂)と、その後の文脈にも触れる。

LPU と GPU の補完関係は?

LLM の行列演算には計算制約が強い部分とメモリ帯域制約が強い部分がある。前者を GPU、後者を LPU に載せる。物流の「大型トラックとバン、両方」比喩。単一アーキテクチャでは全ボトルネックは潰れない、という整理。

NVIDIA ディールの口頭要点は?
  • GPU 約10万個を買って自前展開する提案が発端
  • ジェンセンが全顧客向けに、と動いた、とロスが語る
  • 通話から着金まで約3週間

契約の正確な構造・金額は一次報道を当たること(口頭ベース)。

AlphaGo / イ・セドル / Move 37

同じモデルでもハードが速く深い探索ができると ELO が跳ね、結果が「賢く」見える、という体験談。第2局の創造的な一手 Move 37 に言及。ELO の桁は話者自身がうろ覚えと断っている。

Groq Bonds とは?

資金が尽きる約3週間前、レイオフではなく給与↔エクイティ交換でバーンを下げた施策。約80%参加、約半数が法定最低給与近くまで。ランウェイ延命。「全員の手をハンドルに」。

C. この回のキーコンセプト

「正しい問いを立てる」スキル

情報時代=答え。AI時代=問いの質が出力を決める。IC から「AI のリーダー」へ。学校の暗記型からの転換。

25M tokens/sec チャレンジコイン

全員に配った単一目標の物理化。チップ・ソフト・電力・DC・サプライが同じ支配的ゲームに接続される。スカンクワークス的な「一つの残酷に明確な優先事項」。

制約を減らす/驚かしてもらう

制約が少ないほど創造的な人が良い意味で驚かせる。目標の蒸留が下手だと過制約か過少制約。自然なリーダーシップ型に合わせよ。

ジェンセン流:政治を減らす

1on1 で別々に言うと各自が違うことを聞く。伝えたい全員の場で一度に。メールは CC。陰口は当事者を CC に。

リアリティ・クォーシェント / 支配的ゲーム

IQ と違う。現実認識と、勝つゲームの選択(MySpace 登録数 vs Facebook MAU)。創業者の仕事は活動を支配的ゲームに結びつけること。

リターン・オン・ラック / 高速推論

幸運の回数ではなく掴み方。GitHub LLM 案件の逃しと、三度目の押し切り。社内外で不人気だった高速推論をネット公開してバイラルに。

I intend to(意図的リーダーシップ)

『Turn the Ship Around』(Marquet)。意見を求めると悲観が集まる。意図表明だと致命的問題だけが上がる。

ピープルスペック / 詩的デザイン

採用基準を製品スペック同様に文書化。詩=意味密度。成長=ポジティブを見せる/採用=ネガティブを避ける、モード分離。

ロス・バイアス / 勝ちを早く記帳 / 製造された不満

「2倍できる」=「今やらないと半分失う」。可能になった瞬間に記帳する人を雇う。成功者は自分で不満を製造し続ける(オグルヴィの divine discontent に近い)。今日のロスの不満はコンピュート不足。

コード配給の終わりと教育

コードの限界費用がゼロに近づき、誰もがソフトを作れる。子どもには答え方ではなく問い方を。AI で答えられる宿題は次世代の力を育てない。

D. このHTMLの使い方・CRIT

CRIT で質問するには?

見た目用は HTML preview、行コメント向きは article-bilingual.md です。

  • わかりにくい段落を選んでコメント/質問
  • エージェントが返信できる
引用や学習に使うときの注意は?

一次情報は動画(YouTube / 公式エピソードページ)です。このHTMLは学習用の再構成です。

  • 固有名詞・数字は話者の口頭ベース
  • 英語欄は自動字幕由来の誤変換を含む
  • 日本語は整文・意訳を含む(逐語ではない)