Vinod Khosla says personal AI has two moats:
1. A company you can actually trust with your data
2. A tool that gets the job done
His exact words on Meta: "That's where Meta has a huge disadvantage."
And he's right — but it's structural, not reputational. Meta's revenue model requires harvesting behavioral data to sell ads. That's not a legacy policy they can quietly retire. It's the business. Changing it would mean rebuilding the P&L from scratch.
Personal AI is different from every prior AI use case. You're not asking it to recommend a movie. You're handing it your medical history, your financial decisions, your private conversations. The trust bar is categorically higher.
Capability gets commoditized. Every major lab is converging on it. Trust compounds — and it starts from your baseline reputation with consumers.
Meta's baseline is a two-decade track record of data monetization. That's the deficit Khosla is pointing at. A better model doesn't fix it.
The US is planning a $12 billion critical minerals stockpile to reduce reliance on China and secure supply chains.
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Serious question since I’m not a dr. If omicron is contagious but not deadly(25,000 cases in Africa with no deaths) why try and control it? Why not let it go and let people get it and develop immunity? Especially for those who won’t get vaccinated? Pls no hate, I’m just curious.
Yesterday I rented a boat and took the leader of one of Flexport's partners in Long Beach on a 3 hour of the port complex. Here's a thread about what I learned.