@zephyr_z9 @fidjissimo crushed at this at Facebook. And the CEO's job is to sell
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Jon Chu // Khosla Ventures
3K posts
Jon Chu // Khosla Ventures
@jonchu
Partner @ KV, 2x founder, OG @ PLTR, OPEN, Docker, ML @ Meta // Investor in Sakana, Databricks, Anthropic, Figma, Bun, Runlayer, Coframe++
San Francisco, CA Katılım Haziran 2009
536 Takip Edilen9.7K Takipçiler
"CEO/Head of Applications" handling sales???
First Squawk@FirstSquawk
OPENAI: GREG BROCKMAN TO TEMPORARILY OVERSEE PRODUCT REVAMP & DESKTOP APP CHANGES; FIDJI SIMO TO LEAD SALES FOR NEW PRODUCT
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@caseyaylward Like Modal? Or more like deployment for stuff like fastapi and flask? Anyway sounds like we need to do coffee 🙂
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Core memory: telling the Accel partnership why I was so excited about a linter
Congrats @charliermarsh and the @astral_sh team on everything you've done already for the Python community and excited for your next chapter at @OpenAI
Charlie Marsh@charliermarsh
We've entered into an agreement to join OpenAI as part of the Codex team. I'm incredibly proud of the work we've done so far, incredibly grateful to everyone that's supported us, and incredibly excited to keep building tools that make programming feel different.
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@ajhodls Interesting. Valuation and return / up rounds have almost no correlation for me
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crazy anecdote from my 2024 pre-seed investments:
9/14 that raised at < $15M valuation raised uprounds (avg. ~3x multiple)
0/7 that raised at > $15M valuation raised uprounds
take what you will from this, but it's definitely saying something.
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@gauravahuja Haha I think this one will be realized last unfortunately
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One of these two groups is mispriced
Private AI labs: OpenAI valued around $840B, Anthropic north of $600B on secondaries. Both at 30x+ ARR.
Public giants: Microsoft at ~$3T on 23x forward earnings. Amazon at ~$2.3T on 28x.
Microsoft likely owns ~25% of OpenAI. Amazon likely owns ~15% of Anthropic and ~5% of OpenAI
If private investors are pricing these labs for a $5T+ venture-style outcome then…
Microsoft’s implied stake in a $5T OpenAI is $1.25T embedded inside a $3T company. Amazon’s combined stakes embed roughly $1T inside a $2.3T company.
Publics too cheap on Al exposure? Or privates/secondaries in bubble territory? Which breaks first?
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@ItsElanaGold I'm og PLTR. Just gotta know where to look 😛
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@pitdesi @sudha_lakshmi @paulg Not so sure of that. If you look at the general makeup of a university, they're way over represented relative to their population size.
But honestly I have no real priors here so any of these statements could be true to me
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@sudha_lakshmi @paulg There are so few of those that it makes no difference in the data.
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It is harder for Asians to get into top colleges than other races, but it is much harder for South Asians than East Asians.
Werner Zagrebbi🇦🇿@zagrebbi
The famous SFFA case treated Indians and East Asians as a single group. This masked significant heterogeneity: It's way harder to get in if you're Indian! In Columbia's internal admissions database (h/t @cremieuxrecueil), East Asian applicants had a 41% lower odds of admission than equally qualified White applicants, whereas South Asian applicants had 63% lower odds.
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@caseyaylward Not actually too dissimilar of a thesis actually. Curious what you thought the end game was for Astral if they didn't get bought?
Here's the Bun one!
x.com/jonchu/status/…
Jon Chu // Khosla Ventures@jonchu
Today, the Bun team started at Anthropic! So I'm finally able to make public this announcement of our investment in Bun, where we led the Series A round! Why did we invest in Bun? The answer is simple: - Bun was the first time in history someone had the chance to replace nodejs as the de facto js runtime - If someone flips node, there's a valuable company there with plenty of opportunities to push the edge of js UX while capturing a large portion of the value. Is is an enterprise package manager? Enterprise packages? Runtime hosting? This isn't exactly clear, but there's enough analogies to companies like Vercel and Docker that we had confidence we could figure this out with the team. - Jarred is one of the most productive coders I've ever met. It's been a hell of a journey with the Bun team and I can't think of a better place for them to end up than Anthropic. And looking forward to you guys and Anthropic giving nodejs a serious run for its money.
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@jonchu Linting and lots of other static tooling (formatter, package manager etc) is a great wedge to get into building a much better end to end experience for developers... tooling comes before framework/runtimes. Runtimes great too though!
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Agree with @shaunmmaguire. I have better dealflow when I'm in SF.
I do better thinking when I'm traveling overseas. Or just in Seattle / NYC
Shaun Maguire@shaunmmaguire
🎯 I first moved to Silicon Valley in 2007 It was a magical and non-consensus time to be there By ~2016 tech was consensus A precursor that led to group think and DEI mania For the last decade I’ve spent ~3 months/year in SV and the rest away It’s hard but fuels creativity
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@0thernet @zocomputer I actually think adaptive had the idea before your timeline iirc since I saw the pitch
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hilarious how many people are copying @zocomputer
> June 20, 2025 – Zo beta
> Nov 19, 2025 – Zo launch
> 6 days later – first OpenClaw commit
> Feb 2026 – Every YC company pivots to cloning Zo
Adaptive@adaptiveai
Introducing Adaptive Computer. We put AI inside of an always-on personal computer that it uses to get work done. Schedule agents. Create software. Automate anything. As part of the launch, we’re giving one free month of Adaptive to users. Retweet, like, and comment ‘Adaptive’ to get it.
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@ivanburazin People misunderstand the dogma. Nobody says go up the stack. Everyone says own the relationship with the customer.
The key question: who's the actual customer?
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Silicon Valley dogma: "You have to go up the stack. Own the customer relationship."
Meanwhile...
NVIDIA: Just GPUs. Nothing up the stack. Doing fine
Amazon: Started with books (apps), went down the stack to AWS. That's where most of their revenue is now
Microsoft: 50%+ of revenue comes from Azure (infrastructure)
So the belief that you must go upstack at any cost in order to grow is completely BS. The biggest companies did the opposite.
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@mitchellh @jfroma Vagrant was one of those things I used heavily back in the day. Loved it
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@jfroma Vagrant itself is in the IBM machine now but the idea of Vagrant adapted to contemporary patterns would absolutely explode right now. I've talked to a LOT of devs (and VCs lmao -- not interested on my side) about it.
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@robgo Price doesn't matter is easy to disprove.
How many people would disagree a preseed at 100 trillion pre is a bad investment?
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This is actually kind of a contrarian take in a world where power-law thinking would suggest that price doesn't matter for the "best" founders.
scott belsky@scottbelsky
@auren true - in some ways market has “corrected itself” and the very best teams may be priced so effectively that relative risk-adjusted upside is limited
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I'm always the only one using chatgpt or claude when I scan the trains in Tokyo.
Feels a little odd given how used to it I am in SF
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@KevinUnkrich @ItzSuds I call dibs on suds introing us after that first check
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After 3+ amazing years, today I'm sharing that I've decided to step away from Superpower Health, the company I co-founded and served as CTO.
I'm incredibly proud of everything the team has accomplished, grateful for their belief and support, and still believe in the power and importance of proactive, personalized, data-driven medicine made accessible to everyone. I'm certain the team will continue to push the mission forward and build the future of healthcare, and I'll be rooting them on the entire way.
Next for me - I'll be taking some time to explore the next professional adventure to embark on. If you want to stay up to date with my journey, feel free to subscribe to updates at unkri.ch
Until then, please feel free to reach out and chat!
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@FinnMurphy12 More like 3-6x on most of them. But yes some are 10x+
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If you had invested in basically any of the archetypes listed here from 12 months ago you are probably up 10x on your investment.
Finn Murphy@FinnMurphy12
top 3 hot archetypes in vc rn 1/ pre product app / vertical ai at 50m post packaged in a princeton/harvard/stanford shaped box 2/ have not left current roles niche foundational/agent model led by balding 2/3 white guys from deepmind/PhD/Meta/OAI at 500m post 3/ ‘Cracked’ 14-25 year old, likely smoker, building the most speculative capex heavy tech risk thing you have ever seen- 1m(zf) - to 150m post If you are not one of these, tuff.
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@shaneguML Yes my point is it had a lot of rough edges and wasn't designed by the best product minds.
You don't need the best product here to win. Apple isn't winning this race. This one is driven by technology
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ChatGPT was a product. Its product goal was to make pre trained model useful for people. It started as a UX design and then you designed all tech to enable that. Ya I know they thought ChatGPT was a research preview. Human data team great job. I also define post training as any work between pre-training and product + product-based data flywheel.
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To build a frontier lab, you need the best in product, best in modeling, best in infra, and best in data quality to appreciate, understand, and respect each other's work, despite any firefighting, mistake costing $$$, burnout, and departure. Culture is the hardest.
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@shaneguML Yes you can as evidenced by all the frontier labs. The tech is what pushes things vs product. I'm not saying the product folks are bad. They just aren't the carry. Tech is.
Sama has said they didn't even think chatgpt would take when they launched it
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