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Random thoughts while gazing at the misty AI Frontier

Elad Gil · 20 Apr 2026

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  1. So if revenue at the company is growing 30%, 50%, or 100%, headcount may be flat or slightly down as they allow attrition to shrink staff.
  2. Founders running successful AI companies should all take a cold hard look at exiting in the next 12-18 months, which may be a value maximizing moment for outcomes.
  3. a strong anti-AI narrative is emerging in both politics (Maine just banned new data centers although this also ties into energy, jobs, and NIMBYism) and amongst violence-centric activists (see recent attack on Sam Altman). Expect this to increase dramatically.

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