Vinod Khosla

And so it facilitates not only the function, but also workflow across people and across applications.

I think it's a pretty important shift in software.

Well, it was a while ago we did the seed round of 10 million.

That wasn't announced.

And now we just participated in the $70 million round.

Obviously, we think highly of the team.

But I think it's the magnitude of the opportunity this opens up for AI-native companies.

I like to say most valuations won't hold up.

in the AI space, but the ones that are really high-quality companies will return disproportionate returns.

In 2018, people said to me a billion-dollar valuation for OpenAI was too high.

Then they said $26 billion was too high, and then $100 billion, then $300 billion, and then $500 billion were all too high.

So a small percentage of the companies, I suspect much less than 5%.

will actually do extremely well and return 10, 50, 100 times their money invested.

Most companies will still lose money, and I think that's why you want to back quality founders like David.

David's a superstar.

I'd back him in almost anything he did.

What is this?

What is this?

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I need to get a plug in because I want to be found. Go to Arrow One and buy Supergut Bars, $3.99.