AI bubble will make more money than it erases: Vinod Khosla to Nikhil Kamath

There is an artificial intelligence (AI) bubble where most investments will lose money, but the winning bet can outweigh them all, stated venture capitalist Vinod Khosla. Speaking to Zerodha cofounder Nikhil Kamath, the Silicon Valley veteran said that there will always be a bubble in opportunity-rich spaces—be it the dot-com bubble in 1998 or the advent of the railroad in England. The true measure was not valuation, but application, Khosla said.

“You can’t tell where the [dot com] bubble is by looking at internet traffic. If you look at the miles…