Vinod Khosla on AI's Circular Financing Deals
Key Takeaways
Vinod Khosla discusses circular financing deals involving NVIDIA, Oracle, and OpenAI, analyzing the risk and systemic impact of these arrangements.
Full Transcript
I don't care. I don't care for the following reason. If Nvidia is taking a bad credit risk, that's their problem, right? But if Nvidia loses 50 or 100 billion, does it kill the company? Probably not. Uh, and I suspect Jensen's pretty smart about what credit risks he's taking with which customer. Is Oracle taking a lot larger risk? Possibly. It depends on the details of the contract between Nvidia and Oracle and Oracle and OpenAI or other people buying their their cloud service. Uh so you have to think of it as traditional business and say where does the risk lie? Um, if Oracle goes under, for example, because they they took the risk of a hundred billion dollars spend and didn't get that back, um, then it's their problem. If Oracle disappears from the scene, do I care? No. Uh, I hope they don't. I think the ecosystem will be healthier but people are selectively taking risk.
Original Description
Vinod Khosla weighs in on the circular financing deals involving companies like NVIDIA, Oracle, and OpenAI, discussing where the risk truly lies in these massive spending arrangements and why he's not overly concerned about the systemic risk.
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