Resilience in Entrepreneurial Investing

In this episode of Minus One, Vinod Khosla joins Aditya Agarwal to reflect on his four-decade journey shaping Silicon Valley.

They discuss making high-conviction bets, why the team you build becomes the company you build, Khosla’s first investment in OpenAI, and why he is convinced that AGI sits among us now.

Connect with us here:

1. Vinod Khosla- https://www.linkedin.com/in/vinod-khosla-65387416/
2. Aditya Agarwal- https://www.linkedin.com/in/adityaagarwal3/
3. South Park Commons – https://www.linkedin.com/company/southparkcommons/

00:00 Trailer

00:58 Introduction

01:53 Aligned values

07:59 The early conviction

11:29 Did Silicon Valley lost its edge?

14:46 10x better

16:21 Top down or bottoms up

19:45 What does a great investor look like

23:17 What's not going well

25:41 AI and a belief system

38:23 AGI and the future generation

40:46 Reasoning model

46:55 Consequences of success

49:24 Questions and answers

55:57 Outro