The Information's TITV Vinod Khosla on AI’s High Costs, Circular Financing, and Massive Energy Needs | Oct 22, 2025
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Oct 22, 2025 Vinod Khosla, a venture capitalist and AI expert, shares his insights on the high costs and energy demands of AI technologies. He discusses the challenges of circular financing after NVIDIA and the need for algorithmic improvements. Anne Guillen, e-commerce reporter, dives into TikTok Shop's new ad tool, noting mixed reactions from merchants about its impact on sales and creative control. Lee Haslett-Chen highlights AI's role in enhancing the shopping experience, particularly regarding product returns. Finally, Tade Oyerinde explains how his college aims to adapt education for the AI era.
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Uncertainty Is About Timing Not Outcome
- Vinod Khosla says timing of AI breakthroughs is the main uncertainty, not the eventual outcomes.
- He finds predicting 2030+ easier than predicting the next year or two.
Differentiation Drives Future AI Margins
- Khosla expects differentiated models that provide real value will command healthy margins over time.
- He predicts increasing margins into the early 2030s as costs and algorithms improve.
Cut Costs And Charge For Value
- Invest in algorithmic efficiency and better software to reduce compute per inference.
- Charge for value: if you replace expensive human labor, raise prices to reflect delivered outcomes.