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▶ 5:43 · $JNPR · Khosla bet on Juniper's TCP/IP vision, reaping 2500x returns
episode briefing
In Good Company with Nicolai Tangen

Vinod Khosla - founder of Khosla Ventures | In Good Company | Norges Bank Investment Management

2024-10-23 · 4 company · 0 thematic
sentiment
4 bull0 bear0 neu
speakers
vinod khosla

Entrepreneur and venture capital investor who co-founded Sun Microsystems in 1982 and Khosla Ventures in 2004, focusing on technology investments that also benefit society.

quote
“we got a 2500x investment over about five years I was at kleinet Perkins then we made $7 billion on a $3 million investment”
—vinod khosla
now playing · $JNPR
$OPENAIbullish· medium· posvinod khosla
Khosla Ventures backed OpenAI early, betting on exponential AI trend
Khosla saw AI progress on an exponential curve, in the flat part, and believed a 2017 paper would trigger a breakthrough, making OpenAI a likely winner.
$JNPR···bullish· high· posvinod khosla
Khosla bet on Juniper's TCP/IP vision, reaping 2500x returns
He bet that TCP/IP would become the internet protocol despite telcos favoring alternatives, seeing a large opportunity with few believers, which delivered massive returns.
$GOOGL···bullish· high· posvinod khosla
Khosla backed early Google founders, seeing massive potential
He invested in Google's founders because they had real resolve and their idea to organize the world's information made sense, even though its scale was uncertain.
$COMMONWEALTH-FUSIONbullish· medium· posvinod khosla
Khosla optimistic on Commonwealth Fusion, expecting viable tech in five years
He believes fusion will become viable within five years, enabling retrofit of existing power plants with fusion boilers for cheap, clean, scalable energy.