Vinod Khosla

At 70+ I feel like I'm thirty backing exciting innovators/innovations making the impossible possible and from improbable ideas to world-changing socially impactful companies. Never had such a fast learning rate in my life or felt I could have so much impact, which is exciting.

Every startup should run cash like a Formula One car. Full speed on the straight. Brake as late and hard as possible into the curve. The danger does not come from a high burn rate - but from not being able to change it rapidly when things change. A recent conversation with our portfolio founder on risk and burn management, and the metrics that actually matter: khoslaventures.com/posts/venture-…

Bernie Sanders group makes surprise endorsement in California gov. race . Exactly the sign to not vote for @TomSteyer sfgate.com/politics/artic… via @SFGate

For $128,000 you can buy a Jetson ONE, take off from your backyard, and never need a pilot's license. Every spec on it is reverse-engineered from a single FAA regulation. Part 103 caps ultralight empty weight at 254 pounds. Jetson built theirs at 189. Part 103 caps level flight at 55 knots. Jetson tops out at 63 mph, exactly that. Part 103 allows one occupant. Jetson built one seat. Stay inside those lines and the FAA does not classify what you are flying as an aircraft. No pilot's license. No medical certificate. No registration. No regulatory oversight of the design. No regulatory oversight of operator competency. That is the entire business model. The $128K buys you exemption from being a pilot. You can see it in the rest of the spec sheet. 13.5 kWh battery for 17 minutes of flight. Open cockpit, helmet required. Daylight only, uncongested areas, away from airports. Every line is a Part 103 rule rendered as hardware. Build it any other way and it stops being an ultralight, which means type certification, which means five years and nine figures before you ship a single unit. Joby has been at it since 2009. Archer since 2018. Combined they have raised over $4 billion building certified eVTOLs. Neither has carried a paying passenger. Jetson started shipping in 2024. Sold out through 2026. Deliveries pushed to 2027. Palmer Luckey took the first production unit. MrBeast flew one down the California coast. The whole point of buying a Jetson is the permission slip that comes with it. Everything else is just hardware.

Shooting oneself in the foot? Nope. Shooting oneself in the prefrontal cortex.

India is the hottest country on Earth right now. Amravati 42°C. Bilaspur 42°C. Delhi 40°C. It is April. Here is the number every India bull is missing. McKinsey projects that lost labor hours from heat will put 2.5% to 4.5% of Indian GDP at risk every year by 2030. That works out to $150 to $250 billion in annual losses. The ILO converts the same effect into 34 million full-time job equivalents lost to heat exposure that physically caps how long humans can work outdoors. The IMF projects India passes Japan to become the 3rd largest economy this decade. Those forecasts assume normal labor productivity. They are not pricing in 167 billion labor hours already lost to heat in India in 2021 (Lancet), or heat-related deaths rising 55% over two decades. Now look at the cooling curve. 8% of Indian households own an AC. The U.S. is at 87%. Chinese urban households average more than one AC per home. China was also at 8% in 1995, and added 200 million ACs over the next 15 years. India is starting the same curve right now, with 110 million units already installed and another 130 to 150 million expected by 2035. Here is where the grid math breaks. Indian peak power demand hit 240 GW in 2024. ACs already account for 40 to 50 GW of that load. UC Berkeley projects room ACs alone will add 180 GW of peak demand by 2035. That is the entire installed electricity capacity of Germany. From cooling. The Central Electricity Authority is already modeling a 26 GW peak shortfall by 2028. The grid is roughly 70% coal-fired generation. Every AC switched on pulls harder from a thermal plant that is itself part of the heating loop. So the rate limiter on India becoming the world's 3rd largest economy is the grid. The country needs roughly 240 million more air conditioners to keep its workforce productive through a six-month summer. The grid can supply maybe a third of that load without rolling blackouts that destroy the same productivity the AC was meant to save. The map at 42°C in April is the GDP forecast getting marked down in real time.

Agree it’s very important. Read it years ago and it has stayed with me.

We’re launching the beta for our new commercial AI product: Sakana Fugu 🐡, a multi-agent orchestration system! Blog: sakana.ai/fugu-beta Fugu hits SOTA on SWE-Pro, GPQA-D, and ALE-Bench, and has been our internal secret weapon. It dynamically coordinates frontier models, autonomously selecting the optimal agent combinations and roles for each task. Available as an OpenAI-compatible API, you can seamlessly integrate Fugu into your existing workflows with minimal changes. 🐟 Fugu Mini: High-speed orchestration optimized for latency 🐡 Fugu Ultra: Full model pool utilization for deep, complex reasoning Apply for the beta test here: forms.gle/BtKkhc2CfLKk1d…

The most thrilling hiking route in China

Today, we are launching Pioneer: the world’s first agent for fine-tuning and inferencing SLMs and LLMs. With Pioneer, you can fine-tune and deploy models like Qwen, Gemma, and Llama and achieve state-of-the-art performance in minutes, with a single prompt. Models are continuously optimized on live inference data, meaning that models in production improve over time. Additionally, Pioneer is the only platform in the world to offer fine-tuning for small encoder-based language models including GliNER2, offering frontier-model quality on specific tasks at small-model cost and speed. Start for free at pioneer.ai.

Amazing but not surprising. Your probability of building a unicorn team and unicorn backers goes up in the Bay Area. Silicon Valley is a culture

Thanks, Pim. Appreciate the support

Why isn’t this illegal without an explicit opt in by the user?

Fact Sheet: President Donald J. Trump is Accelerating Medical Treatments for Serious Mental Illness. He really needs it for himself whitehouse.gov/fact-sheets/20…

Nosensical stuff made up by someone who deleted the original post as they realised it wasnt accurate (it isn't) but then this person goes ahead and posts anyway.

Had a fund interview imagining the future

Can't wait to try one! I wan't prepared to get Neuralink holes drilled in my head.

The hardest part to take seriously is the appeal for trust from someone whose history gives people reasons to question his candor and thoughtfulness. More like a popularity hound. His two startups achieved little other than scam Uber but you fancy yourself an aficionado while most credible people I know dismiss your rants.

Really sorry this happened to you and your family. Strong post. I thought this was thoughtful, vulnerable, and responsible—especially your acknowledgment that anxiety about AI is justified, and that the answer has to be better dialogue, not escalation. Wishing you all safety

Exciting company with unique technology