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vinod khosla

T1 · high-signal investor

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.

5 calls·5 names·100% bull·last heard 4 months ago·In Good Company with Nicolai Tangen+1
track recordleaderboard →
hit rate
100%
avg alpha
+38.5pp
scored
1

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+38.5pp vs SPY
$GOOGLGoogleposition

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.

In Good Company with Nicolai Tangen2024-10episode →
2ndhigh conviction
$PMANA-LABSPmana Labsposition

Khosla Ventures backs Pmana Labs: Autoformalization solves AI hallucination in high-stakes domains

Autoformalization converts ambiguous human intent into machine-checkable formal languages (Lean), enabling provably accurate AI for tax, legal, and healthcare where hallucinations are unacceptable; this addresses the specification, reliability, and verification gaps in current LLMs.

TBPN2026-06episode →
3rdhigh conviction
$JNPRJuniper Networksposition

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.

In Good Company with Nicolai Tangen2024-10episode →

most discussed · click a bar to filter

  • $COMMONWEALTH-FUSION
  • $GOOGL
  • $JNPR
  • $OPENAI
  • $PMANA-LABS

recurring themes

  • AI Applications1
5 total
$COMMONWEALTH-FUSION
Commonwealth Fusion Systems
MEDvinod khosla·In Good Company with Nicolai Tangen·2 years ago·Vinod Khosla - founder of Khosla Ventures | In Good Company | Norges Bank Investment Management· position
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.
"we also decide to invest in Commonwealth fusion"
32:08
$GOOGL
···
Google
HIGHvinod khosla·In Good Company with Nicolai Tangen·2 years ago·Vinod Khosla - founder of Khosla Ventures | In Good Company | Norges Bank Investment Management· position
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.
"we also invested in Google when was a couple of flaky PhD students uh in but they had real resolve in the ideas made sense"
6:57
$JNPR
···
Juniper Networks
HIGHvinod khosla·In Good Company with Nicolai Tangen·2 years ago·Vinod Khosla - founder of Khosla Ventures | In Good Company | Norges Bank Investment Management· position
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.
"we got a 2500x investment over about five years I was at kleinet Perkins then we made $7 billion on a $3 million investment"
5:43
$OPENAI
OpenAI
MEDvinod khosla·In Good Company with Nicolai Tangen·2 years ago·Vinod Khosla - founder of Khosla Ventures | In Good Company | Norges Bank Investment Management· position
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.
"when we invested in open AI in 2018 is when we made the commitment to invest it"
2:07
$PMANA-LABS
Pmana Labs
HIGHvinod khosla·TBPN·4 months ago·Facebook gets a movie, Anthropic gets a Fable, Vinod Khosla, Matthew Prince, Bret Taylor· position
Khosla Ventures backs Pmana Labs: Autoformalization solves AI hallucination in high-stakes domains
Autoformalization converts ambiguous human intent into machine-checkable formal languages (Lean), enabling provably accurate AI for tax, legal, and healthcare where hallucinations are unacceptable; this addresses the specification, reliability, and verification gaps in current LLMs.
"the broad category of autoformmalization which isn't talked about much but humans aren't very good at talking to AI incribing what they precisely want and that's where autoformmal…"
129:24
9
AI Applicationstailwind
Khosla: Autoformalization solves AI reliability in tax, legal, healthcare
Autoformalization converts human intent into machine-checkable formal languages (Lean), enabling provably accurate AI in domains where hallucination is unacceptable, addressing specification, reliability, and verification gaps.