Khosla Ventures founding partner Samir Kaul joins MTS to discuss why compute is no longer the real bottleneck in AI biology, how the semiconductor supply shortage will break within five years, and why energy constraints will surpass chip limits in the next 12 months. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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Timestamps:

(00:00) Introduction

(00:38) Thesis on Prediction Markets

(02:46) Khosla Ventures Origin Story

(05:56) Compressing Drug Development Cycles

(11:12) The Scientific Renaissance

(15:24) The Real Bottleneck in AI

(17:09) Semis Moats and Overcapacity

(19:21) Undervalued Markets and Predictions

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Why Chip Supply Shortages Won't Last | Samir Kaul

MTS

Why Chip Supply Shortages Won't Last | Samir Kaul