Vinod Khosla

21 statements across 5 episodes · 6 bullish · 8 bearish · 3 people on the record · first statement Jun 14, 2024 by Vinod Khosla · across every show →

On the record as a speaker too: Vinod Khosla's record, appearances and statements → this page counts the times other people say the name.

Everything said about Vinod Khosla, oldest first

Jun 14, 2024 negative
Opinion
Khosla: OpenAI executes crisply, while Google has great technology but poor execution
“I think OpenAI has been very good in execution, but Google has great technology and technologies. They just haven't been as crisp about their execution.”
Vinod Khosla Jun 14, 2024 ▶ 10:47 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 neutral
Prediction Not checkable as stated
Khosla: Massive incumbent tech giants will dominate the large language model market
“Large LLMs will belong to the large players, players who can run on train on very large clusters, people who can pay for proprietary content, whether it's with Reddit or somebody else.”
Vinod Khosla Jun 14, 2024 ▶ 12:15 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 bearish
Prediction Not checkable as stated
Khosla: Open-source AI models will die due to massive training costs
“It is costing an order of magnitude more to train, and that's why I don't think open source models will be viable because of the training costs.”
Vinod Khosla Jun 14, 2024 ▶ 8:48 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 neutral
Insight
Khosla: AI labs must prioritize usage and training data over near-term revenue
“So I'm pretty convinced The next few years, the revenue isn't the important metric. You don't want to, of course, lose so much money you can't afford it, but you're not trying to make tons of money. You're trying to get tons of usage and you're trying to get t…”
Vinod Khosla Jun 14, 2024 ▶ 9:56 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024
Disclosure
Khosla: Has never taken management fees in 20 years of venture investing
“Since I started the firm 20 years ago, I've never been I've taken a dollar in fees.”
Vinod Khosla Jun 14, 2024 ▶ 23:58 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 bullish
Prediction Not checkable as stated
Khosla: AI primary care and therapy will become larger than specialized AI
“I think the specialties will become embedded in the generic. And the general, like primary care and mental health therapy are two examples that I think will be larger businesses because there's other aspects than just the knowledge aspect.”
Vinod Khosla Jun 14, 2024 ▶ 19:06 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 neutral
Insight
Khosla: Startups should ignore compute costs; AI software optimizations become worthless
“And my advice to all our startups is ignore the cost of compute. Because any assumption you make, any dollar you spend on optimizing your software will be worthless within the year.”
Vinod Khosla Jun 14, 2024 ▶ 7:49 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 bearish
Opinion
Khosla: Investing in startups building independent GPU cloud infrastructure is silly
“Beyond the model itself, and I think it's silly to invest in the cloud, people who are buying GPUs to build clouds.”
Vinod Khosla Jun 14, 2024 ▶ 13:59 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 bullish
Prediction Not checkable as stated
Khosla: Small models will never substitute for large, human-level AI models
“If you want human level intelligence from model, it'll be a big model, and there'll be a couple of them around. Some better than others, some a year or two ahead of others, but I don't think small models substitute for big models, but they do some things reall…”
Vinod Khosla Jun 14, 2024 ▶ 6:03 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 bearish
Prediction Held up
Khosla: AI inference costs will drop up to 10x by June 2025
“I think what will happen is the expensive PhD will become dirt cheap. My bet is a year from now, it'll cost one-fifth to one-tenth of what it does today.”
Vinod Khosla Jun 14, 2024 ▶ 7:38 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 bullish
Prediction Not checkable as stated
Khosla: AI will eventually make almost all professional human expertise essentially free
“One of my big forecasts is almost all expertise will be free.”
Vinod Khosla Jun 14, 2024 ▶ 14:32 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jun 14, 2024 bullish
Disclosure
Khosla: Cognition's Devin is building an autonomous AI programmer, not a Copilot
“Of course, we invest in something like Devon. That's very popular. Everybody knows about it. They're building an AI programmer. They're not building tools for programmers like Copilot. They're building a programmer.”
Vinod Khosla Jun 14, 2024 ▶ 14:59 #51: Vinod Khosla on What to Build in AI · More or Less Podcast
Jul 19, 2024 neutral
Assertion Not checkable as stated
Jessica Lessin: Vocal Democratic Tech Donors Have Gone Silent
“Last seven days, they have gone quiet. And many of these people, when I reach out to them, I get, like, a note back from their EA's being like, oh, they're on vacation. You know, like, they don't want to talk.”
Jessica Lessin Jul 19, 2024 ▶ 25:01 #56: Trump and the PayPal Mafia · More or Less Podcast
Dec 27, 2024
Disclosure
Vinod Khosla: Khosla Ventures has never taken a dollar in management fees
“By the way, I, since I started the firm 20 years ago, I've never taken a dollar in fees.”
Vinod Khosla Dec 27, 2024 ▶ 48:59 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Dec 27, 2024 negative
Insight
Khosla: Automatically funding anyone leaving Google DeepMind is a bad strategy
“Anytime somebody leaves deep, deep mind, give them two million dollars, that's a bad strategy.”
Vinod Khosla Dec 27, 2024 ▶ 51:15 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Dec 27, 2024 negative
Prediction Not checkable as stated
Khosla: Small models will not replace large frontier models for intelligence
“If you want human level intelligence from a model, it'll be a big model, and there'll be a couple of them around, some better than others, some a year or two ahead of others, but I don't think small models substitute For big models”
Vinod Khosla Dec 27, 2024 ▶ 43:20 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Dec 27, 2024 bullish
Disclosure
Khosla: Khosla Ventures followed a $2M Symbolica seed with $15M
“And I said, fine, I'll give you a two million dollar seed. And if you prove this out, then we can talk more. They came back in March of this year, not very long ago, and said, here's the results that I promised. I said, don't go out. I'll write you a fifteen m…”
Vinod Khosla Dec 27, 2024 ▶ 50:07 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Dec 27, 2024 neutral
Disclosure
Khosla tells his portfolio startups to completely ignore AI compute costs
“My advice to all our startups is ignore the cost of compute, because any assumption you make, any dollar you spend on optimizing your software will be worthless within the year, and so forget about it.”
Vinod Khosla Dec 27, 2024 ▶ 45:00 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Dec 27, 2024 bearish
Prediction Held up
Khosla: Frontier AI compute costs will drop 80-90% within a year
“My bet is, a year from now, it'll cost one-fifth to one-tenth of what it does today, and my advice to all our startups is ignore the cost of compute, because any assumption you make, any dollar you spend on optimizing your software will be worthless within the…”
Vinod Khosla Dec 27, 2024 ▶ 45:00 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Sep 12, 2025 bearish
Assertion Supported
Vinod Khosla: The majority of current AI venture investing will fail
“Bottom line, bargain hunting will be a poor bet in AI, but firms putting money to work who invest in all high valuations indiscriminately will do poorly, and that is the majority of the investing that is happening.”
Jessica Lessin Sep 12, 2025 ▶ 28:06 #116 iPhone Air or Pro: Apple Ignores AI and Wins? · More or Less Podcast
Dec 5, 2025 positive
Assertion Not yet assessed · timeframe Dec 2025
Sam Lessin: Vinod Khosla shares his personal email onstage and responds
“He literally gives everyone his email address on stage. He's like, if you want to email me, I respond to all the emails.”
Sam Lessin Dec 5, 2025 ▶ 5:55 Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish) · More or Less Podcast
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.