Elad Gil
Serial entrepreneur and investor; writes Elad Blog on startups, scaling and technology, and co-authored the book High Growth Handbook.
Elad Gil did not write this page.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
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Their wordsSo 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.
↗Random thoughts while gazing at the misty AI Frontierblog.eladgil.com 1st of 3 in this piece
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Their wordsFounders 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.
↗Random thoughts while gazing at the misty AI Frontierblog.eladgil.com 2nd of 3 in this piece
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Our reading
Political and violent backlash against AI will increase significantly in the near future.
data centersOpenAIenergypolitics
Their wordsa 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.
↗Random thoughts while gazing at the misty AI Frontierblog.eladgil.com 3rd of 3 in this piece
- 4 days earlier
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Their wordsUnicorn hubs tend to consolidate around specific industries: 6 of the top 10 unicorns in the Bay Area are gen AI companies, while 7 of the top 10 unicorns in New York are fintech/crypto companies.
↗Unicorn Market Cap 2026: SF is the GenAI Super Clusterblog.eladgil.com 1st of 2 in this piece
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Their wordsIf this trend holds up, the Bay Area should continue to meaningfully expand its share of overall unicorn market cap due to its effective monopoly on top AI companies and talent.
↗Unicorn Market Cap 2026: SF is the GenAI Super Clusterblog.eladgil.com 2nd of 2 in this piece
- 9 months earlier
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Our reading
Capital moats make it unlikely many new large-language-model companies will emerge going forward.
Their wordsIn the future, it is unlikely that many new core LLM companies will get started due to capital moats, barring some new breakthrough that somehow doesn't spread quickly.
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Their wordsWe are starting to see the shift from selling seats, to selling units of cognition.
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Their wordsOften, adoption of AI is not a technology problem - it is an organization, process, and people issue.
- 2 months earlier
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Their wordsThe biopharma ecosystem is set up for a limited number of "indication" or disease areas to be worked on.
↗Biotech companies I wish existedblog.eladgil.com 1st of 3 in this piece
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Our reading
Aging is a biological process that can be genetically manipulated and treated with drugs.
Their wordsThere is clear data that aging is a genetically manipulatable and drugable phenotype.
↗Biotech companies I wish existedblog.eladgil.com 2nd of 3 in this piece
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Our reading
For most diseases there is no easy-to-track biomarker that could speed up drug discovery.
Their wordsFor most diseases, we do not have any form of biomarker from blood, saliva, or anywhere else that would be easy to track and use to expedite drug discovery.
↗Biotech companies I wish existedblog.eladgil.com 3rd of 3 in this piece
- 6 weeks earlier
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Their wordsPrivate to private mergers, when companies are still young, are much easier to get past regulators than public/private buys.
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Our reading
The capital required to train frontier AI models locks the leading LLM makers into an oligopoly.
Their wordsOne could argue the current SOTA LLM models are reasonably locked into an oligopoly market due to ability to raise billions or tends of billions of dollars for the next giant model.
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Their wordsI think Google is most likely to transition just fine (ie survivable vs existential), but many worry this will be an issue
- 2 months earlier
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Their wordsIf the environment feels more arbitrary, litigious, or politicized in nature, it can harm the ability for a business to serve its customers and to function.
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Their wordsGiven recent activism in Delaware courts, there are two types of companies most likely to leave the state and convert to Nevada or Texas entities.
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Their wordsone could expect an increasing flow of companies moving their incorporation out of Delaware over time in parallel.
- 11 months earlier
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Their wordsAt this point, the only validated way of improving reasoning is to train models on larger data and make them bigger.
↗Discussion w Arthur Mensch, CEO of Mistral AIblog.eladgil.com 1st of 3 in this piece
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Their wordsSo it doesn't displace fine tuning because fine tuning has a very different purpose of pouring your preferences and basically demonstrating the task.
↗Discussion w Arthur Mensch, CEO of Mistral AIblog.eladgil.com 2nd of 3 in this piece
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Their wordsI would say in three years this is going to look very different, especially if we find a way to deploy agent and to evaluate them and make them robust and reliable.
↗Discussion w Arthur Mensch, CEO of Mistral AIblog.eladgil.com 3rd of 3 in this piece
- 4 weeks earlier
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Our reading
Frontier AI models are consolidating into an oligopoly held by a small number of large players.
LLMsopen sourceAnthropicOpenAIGoogle
Their wordsFrontier LLMs are likely to be an oligopoly market. Current contenders include closed source models like OpenAI, Google, Anthropic, and perhaps Grok/X.ai, and Llama (Meta) and Mistral on the open source side.
↗Things I Don't Know About AIblog.eladgil.com 1st of 3 in this piece
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startupssemiconductorsventure capital
Their wordsAs frontier model training booms in cost, the emerging funders are largely concentrated amongst big tech companies (typically with strong incentives to fund the area for their own revenue - ie cloud providers or NVIDIA), or nation states wanting to back local champions (see eg UAE and Falcon).
↗Things I Don't Know About AIblog.eladgil.com 2nd of 3 in this piece
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Our reading
Meta's Llama license terms let it control and monetize the model despite it being open source.
Their wordsThis creates an interesting long term way for Meta to control (& monetize) Llama despite being open source.
↗Things I Don't Know About AIblog.eladgil.com 3rd of 3 in this piece