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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Monday Morning // August 5, 2024