21 Jan 2026
1h 5m

Uncapped #40 | Vinod Khosla and Keith Rabois from Khosla Ventures

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Uncapped with Jack Altman

Keith Rabois and Vinod Khosla discuss their partnership at Khosla Ventures, emphasizing their shared commitment to first principles thinking and direct communication with founders. They explore how they assess founders, looking for exceptionality and a high learning rate, and debate the proactive versus reactive approaches to venture capital, contrasting their style with that of Founders Fund. The conversation touches on AI's transformative impact on company building, particularly in financial services, manufacturing, and defense, and the need for rapid learning and adaptation in the AI era. They also delve into their motivations for engaging in political discourse on social media, highlighting their commitment to principles and addressing misinformation.

Outlines

Part 1: Investment Philosophy and Partnership

Part 2: Building Teams and Identifying Opportunities

Part 3: AI Strategy and Future of Company Building

Part 4: Politics, Regulation, and Personal Habits

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