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Technology Wars, AI's Atomic Risk & Value with the legend @vkhosla
Time stamps:
00:00 - Intro
01:15 - Interview begins
01:46 - AI's Atomic Risk
03:27 - Frontier labs: Leaders, caution & winners
04:54 - Capital incentives & economic redistribution
06:25 - Investing in AI when most ventures will likely fail (tip: the founder matters more than ever)
09:26 - Two types of AI opportunities (vibe coding via @Replit versus cell therapy via @SomiteAi )
11:22 - Where true value will be created (reference @bobmcgrewai )
13:30 - When biotech will have its breakthrough ChatGPT moment
14:39 - Why @khoslaventures is still investing in trad industries like software (cc. @ClickHouseDB @databricks @Snowflake )
16:31 - The new kind of war + how defense tech companies make money (KV led the US$100m @Mach_Industries round cc. @ethanrthornton )
20:06 - Defense as a service & surviving Govt. incentives
20:58 - Risk & reality of the techno-economic war / AI arms race
23:13 - The stakes: "We have to win the economic war to win the influence & political ideology war globally"
23:38 - What remains the same when everything around us is changing at pace?
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