OpenAI vs. Anthropic: Vinod Khosla Says Watch Tokens, Not Revenue

Is AI a bubble? Khosla Ventures founder Vinod Khosla, who backed OpenAI at a $1 billion valuation, says investors should watch token usage, not stock prices. He explains why he bet on only one AI lab, why he says in-house chips give OpenAI a cost edge over models run on Nvidia hardware, and whether neoclouds bring compute costs down. Khosla also talks about his regular dinners with Sam Altman, whether his firm has sold any OpenAI shares and where he is investing now, from mechanical engineering to cancer treatments. 00:00 Why Khosla Picked One AI Lab 00:32 Thinking in Years, Not Quarters 01:28 Is Revenue the Right Scorecard? 02:21 Why Tokens Matter More 02:58 How to Spot a Bubble 03:30 The Rise of Open Models 04:19 The Nvidia Premium 05:19 The Custom Silicon Advantage 06:19 Do Neoclouds Lower Costs? 07:19 Why the Full Stack Wins 08:17 Dinners With Sam Altman 09:43 Has He Sold Any OpenAI Shares? 10:38 Where Khosla Is Investing Now 12:13 The Race in AI Coding #openai #ai #aibubble == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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