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  1. Home
  2. /VCs
  3. /Jon Chu
  4. /Briefing
Pre-Pitch Briefing

Jon Chu

Partner at Khosla Ventures

Check size: Not publicly disclosed. Khosla Ventures uses a Seed Fund for experiments and a Main Fund for early-to-later rounds, including financings above $10M in total round size; round size is not the firm's or Jon's check size.

Pre-SeedSeedSeries AEarly StageLater StageArtificial IntelligenceMachine LearningEnterprise InfrastructureDeveloper ToolsCybersecurityAI ApplicationsData InfrastructureConsumer AI

Their Thesis

Jon focuses on how machine learning reshapes the full enterprise stack: core infrastructure, developer tools, and end-user applications. His experience as an early Palantir engineer, infrastructure founder, Docker enterprise leader, growth product executive, core-ML engineering head, and Meta VR/ML leader creates a technical-operator lens on platform adoption and scale. He pairs that with Khosla's preference for proprietary advantages, large markets, fast risk retirement, and category creation.

How to Pitch Them

Explain where in the ML stack the company sits, why that layer captures durable value, and what proprietary technology, data, workflow integration, or distribution prevents commoditization. Bring technical depth, production evidence, unit economics, security and reliability tradeoffs, and a fast plan to retire the key risk. Show how the product becomes a category-defining platform rather than a thin feature or undifferentiated model wrapper.

What Excites Them

Technically exceptional founders building differentiated ML infrastructure, developer tools, or applications that can redefine a large market. Khosla's shared lens emphasizes an unfair advantage, short learning cycles, explicit technical risk, strong economic benefit, and the ambition to build a category rather than copy an incumbent.

What They Pass On

No personal pass list is public. Khosla explicitly rejects copycat plans, niche markets with limited upside, ordinary small businesses without technical or business-model innovation, growth/project-finance use cases, and teams aiming primarily for a quick acquisition.

Key Frameworks

ML stack value-capture map

Locate the product across model, infrastructure, developer-tool, workflow, and application layers; identify the proprietary technology, data, integration, or distribution that keeps value from collapsing into an adjacent layer.

Khosla risk-elimination seed plan

A clearly labeled firm framework: identify the key technical and market risks, choose the least expensive experiments that can invalidate them, and use seed capital to reach decisive proof rather than manufacture long-range forecasts.

Khosla Ventures Portfolio

Top Sectors

materials technology1
AI1
Payments1
Energy1
Healthcare1

Stage Distribution

Series B2
IPO2
Series I1
Series D1
Series G1
Kamautx
Liberatebio
Egenesisbio
Targeting cells that cause aging
Cellinobio
AI lab building world models
Low CO₂ cement cheaper than regular
Herthametals
Square (Block)
$5.0M
Oklo
$5.0M

+ 142 more investments. View fund →

← Full profileLinkedInKhosla Ventures website