When I was starting out, this is the kind of conversation I wish I had access to. I sat down with Vinod Khosla, one of the sharpest minds in venture, and asked him the questions every young founder has on their mind.
What industries will matter in 2035? Should you build for cities, small towns, or somewhere no one’s looking yet?
Also listeners! Just a heads up that we recorded this episode on July 7, 2025, so some details might have changed since then.
#NikhilKamath - Investor & Entrepreneur
Twitter: https://x.com/nikhilkamathcio
LinkedIn: / nikhilkamathcio
Instagram: / nikhilkamathcio
Facebook: / nikhilkamathcio
#VinodKhosla - Co-founder, Sun Microsystems & Founder, Khosla Ventures
Twitter: https://x.com/vkhosla
LinkedIN: / vinod-khosla-65387416
Timestamps:
00:00 - Intro
01:10 - Vinod’s Early Life & Tech Fascination
04:43 - What Part of Vinod’s Education Shaped Him Most?
06:17 - Why Certainty is Overrated
09:46 - Investor Mindsets: Skeptic vs Contrarian
13:36 - Identity, Purpose & Persistence
19:47 - What Still Drives Vinod at 70?
27:15 - Why Cities Need Fewer Cars
30:20 - AI: Bad For Big Cities & Good For Small Towns?
32:19 - Vinod’s Best Advice to Young Founders
37:55 - Generalist or Specialist: What’s Better?
43:03 - Post AI World: Free Education & Healthcare?
48:40 - Will AI Make A Free Stanford Education Possible?
55:03 - A Deflated Economy in an AI World
1:00:53 - Why Strategic Entrepreneurs Win
1:05:44 - Speculation vs Adaptation: What Helps You Win?
1:08:25 - Will All Mobility Be Electric?
1:10:09 - Why Passion Matters More Than People Think
1:13:02 - Are We in an AI Bubble?
1:16:48 - What Blockchain is Really Good At
1:20:35 - Will India’s IT Sector Survive the AI Shift?
1:21:51 - Outro
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