Vinod Khosla

The opportunity didn't actually cross our desk in a traditional way.

We've known David for a long time, from DoorDash to Opendoor to OpenStore, sorry, and now Revo.

We've been incubating ventures with him.

My partner, Samir, has worked closely with him on Revo.

And we cooked up the concept, brainstormed it, and thought it was important enough to do.

In the age of AI, I think most applications and application stacks need to be rethought.

And this is David, just a superstar entrepreneur.

So it was pretty easy.

Absolutely.

When we invested, the idea wasn't clear.

That was a year and a half or two years ago, but the founder was very clear.

No, I think it's a real thing.

Of course, AI enables each startup to do a lot more than it could do.

20 engineers can do the work of 60 engineers if you use the productivity tools AI enables.

But more than that, the user experience can be dramatically different with the help of AI.

As I like to say, in the old world of applications, users had to learn an application and they learned each vertical stack.

In the new world of AI, the application learns the human and responds the way it should.

It's my favorite way to think about the transition AI makes possible.

You don't have to be trained on an application like SAP or Hubstack.

The application gets to know you and other humans on your team.