Jon Chu // Khosla Ventures

Partner @ KV, 2x founder, OG @ PLTR, OPEN, Docker, ML @ Meta // Investor in Sakana, Databricks, Anthropic, Figma, Bun, Runlayer, Coframe++

[Jon Chu // Khosla Ventures @jonchu]

@PhilipJohnston Was going to say, this doesn't work for seed

[Jon Chu // Khosla Ventures @jonchu]

I disagreed with @rabois during the bet, but I don't think you're remembering this correctly.

SF had literally become a ghost town because of covid. The biggest indicator was that EVERY graduating Stanford student was going to NYC and the recent grads were moving there too. There was real risk that the talent networks that sustained the industry for so long had been permanently severed and would not be recoverable which actually could have ended the cycle of booms and busts.

Anthropic did nothing to save the city. It was OpenAI specifically being the nexus of AI and also requiring everyone to be in office in person in SF that flipped the bit.

[Jon Chu // Khosla Ventures @jonchu]

@saranormous This is why image and video models were always a danger zone. Diffusion was basically a game of more GPUs and Meta / YouTube care a lot about this.

[Jon Chu // Khosla Ventures @jonchu]

@RealAZKicks @moinnadeem Yes. You agree with my comment. Except I'm claiming almost everyone that's sharp is rational so when they seem not to be, there's usually a hidden agenda.

[Jon Chu // Khosla Ventures @jonchu]

@dauber @YIMBYman Ok man, there's a castle in that photo

[Jon Chu // Khosla Ventures @jonchu]

@Steve_Yegge The bay area would be 2-3x all your time estimates

[Jon Chu // Khosla Ventures @jonchu]

@nealkhosla Don't you mean LeBron is the VK of basketball?

[Jon Chu // Khosla Ventures @jonchu]

@moinnadeem It's always the same folks it's concentrated in

[Jon Chu // Khosla Ventures @jonchu]

@rsg @deedydas Hmmm... You didn't let me into Sunflower though! That one actually had a product idea, users, and substance.

We've got nothing but a cool name, so we're more valuable because it's pure play

[Jon Chu // Khosla Ventures @jonchu]

@brettberson What's that make angels?

[Jon Chu // Khosla Ventures @jonchu]

@itsnotbernhard Having worked for @ericwu01, I'm a fan of any space related to real estate Eric is working in as long as I get to invest in Eric's company

[Jon Chu // Khosla Ventures @jonchu]

@pranavreddy @igarciacamargo @mvernal @saranormous Congrats! Might be the best demo day of the year

[Jon Chu // Khosla Ventures @jonchu]

@anshublog What's this have to do with VCs?

[Jon Chu // Khosla Ventures @jonchu]

@_jumbo_johnson @criccomini No software started as deployed? And not all SaaS actually needs 5 9s. Infra is kind of unique there

[Jon Chu // Khosla Ventures @jonchu]

@Winterrose @ItzSuds @jnconkle @SamLichtman13 Google? They own Ant, SpaceX, Waymo, Deepmind, GCP, TPUs, Search, Android, Gmail, and how much am I missing that I forgot about and still use?

[Jon Chu // Khosla Ventures @jonchu]

@ItzSuds @jnconkle @SamLichtman13 I think I told you this too. Most obvious buy when they owned so much of Clickhouse