Large innovation almost never comes from incumbents in the field — across retailing (Amazon vs Walmart), media (Netflix/YouTube/Facebook vs NBC/CBS), transport (Uber, Airbnb), space (SpaceX vs Boeing/Lockheed), biotech (Genentech), and COVID vaccines (Moderna/BioNTech vs big pharma) — because experts extrapolate the past while founder-driven companies have permission to try crazy things.

causalpending

Speaker

Vinod Khosla

Evidence Quote

None of them were done by somebody who knew the area. Experts are terrible at predicting the future. They extrapolate the past. Entrepreneurs invent the future they want.

Source

Vinod Khosla Predicting the Future | Ep. 15Uncapped with Jack Altman
Created: 6/18/2026, 2:32:03 PM

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