Vinod Khosla says he passed on Anthropic to protect his OpenAI insight

Khosla Ventures founder Vinod Khosla said he declined to invest in Anthropic in order to preserve the clarity of his firm’s conviction in OpenAI, prioritizing a concentrated bet over portfolio diversification. The decision reflects Khosla’s view that deep, long-term insight into a single AI leader can outweigh the financial gains from spreading exposure across rivals. The disclosure underscores how venture firms are choosing sides among the leading AI labs, where stakes carry significant strategic weight. Khosla Ventures remains a backer of OpenAI, while Anthropic has drawn funding from other major investors. What to watch next is whether Khosla’s concentrated stance pays off as competition among AI developers intensifies.