In 1996, Khosla invested in Juniper Networks based on data showing TCP/IP usage was growing exponentially, despite every telco CTO saying they would never use TCP/IP (they were committed to ATM instead), demonstrating that experts extrapolate the past while entrepreneurs invent the future.
factualpending
Speaker
Vinod KhoslaEvidence Quote
“I talked to the senior management of almost every telco and every single one said to me they wouldn't use TCPIP...But I looked at the data. TCPIP usage had been climbing and I said this will scale and every expert is wrong in the field.”
Created: 8/11/2026, 5:33:47 AM
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