Elad Gil
Everything Elad personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"Hashi got bought by IBM. Anytime you get bought by IBM, you slow you slow down a lot usually."
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"But again, you look at the ramps of OpenAI and Anthropic, and it's the fastest ramps to tens of billions ever. Percentages of GDP, it's like crazy."
"I think the core labs will be around for a while. So that's OpenAI, Anthropic, Google, barring some accident or disaster, some blow up, but it seems like they're in a really durable spot."
Mentioned in 2 episodes
"And so that was Coca-Cola, right? So Coke and Pepsi were roughly neck and neck in terms of market share for decades. And then one of the Coke CEO said, hey, maybe we should be thinking about our share as share of liquid sold. Like drinks, not share of soda."
"There's a really famous example of this where defining your market changes how you think about it. And so that was Coca-Cola, right? So Coke and Pepsi were roughly neck andneck in terms of market share for decades."
Mentioned in 1 episode
"But again, you look at the ramps of OpenAI and Anthropic, and it's the fastest ramps to tens of billions ever. Percentages of GDP, it's like crazy."
Mentioned in 2 episodes
"So Coke and Pepsi were roughly neck and neck in terms of market share for decades."
"So Coke and Pepsi were roughly neck andneck in terms of market share for decades."
Mentioned in 2 episodes
"Harvey AI Legal where selling to law firms traditionally has been awful. Harvey's not much broader than that, right? They also have very strong enterprise adoption and lots of different people using them in different ways, but the dogma was always like building stuff for law firms is crappy as a business and you should never do it. But what AI did is it shifted things from selling tools to selling work product or selling units of labor."
"As you move up the stack and you see well there's different application companies you know there's Harvey for legal there's Abridge for health there's Decagon and Sierra for customer success."
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"The Y Combinator school of thought is that we just don't have enough founders, and if we had 10 times as many founders, we'd have 10 times as many big companies."
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"One company I'm excited about on the security side is called In-Q-Tel and they're basically competing in part with Hashi. Hashi got bought by IBM. Anytime you get bought by IBM, you slow you slow down a lot usually."
Mentioned in 1 episode
"One company I'm excited about on the security side is called In-Q-Tel and they're basically competing in part with Hashi. Hashi got bought by IBM. Anytime you get bought by IBM, you slow you slow down a lot usually. Suddenly it creates more opportunity for a startup."
Mentioned in 2 episodes
"It could be the market trying really fast as Coinbase and crypto, right? You just have suddenly this adoption and proliferation of token types."
"There's Snowflake and Databricks. There's Stripe. Coinbase if you're doing financial there's just a ton of companies that actually are quite large."
Mentioned in 1 episode
"And that's why they bought Dasani and that's why they entered all these other markets, right? Because they said, our definition of our market is wrong."
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"Some Samsara, the fleet management company benefited from the fact that somebody was regulation around needing in-cab monitoring of drivers. So, you had some of the cameras watching people so they don't fall asleep while they're driving trucks on the road, right? And so, that was their entry point to that start building out a suite of software."
"Some SAR the fleet management company benefited from the fact that suddenly there's regulation around needing incap monitoring of drivers."
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"There's Oracle, there's Samsung, there's Tesla, there's SpaceX now in the market doing things."
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"There's Snowflake and Databricks. There's Stripe. Coinbase if you're doing financial there's just a ton of companies that actually are quite large."
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"Or Uber, Lyft way back in the day, right? That might not have been a merger. It might have been an acquisition, but it's like... But all the money that Uber spent on fighting Lyft for all those years maybe would have been better spent just buying them."
Mentioned in 1 episode
"Or Uber, Lyft way back in the day, right? That might not have been a merger. It might have been an acquisition, but it's like... But all the money that Uber spent on fighting Lyft for all those years maybe would have been better spent just buying them."
Mentioned in 1 episode
"It may be one of the big tech incumbents and Apple, Amazon, right?"
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"There's Oracle, there's Samsung, there's Tesla, there's SpaceX now in the market doing things."
Mentioned in 1 episode
"As you move up the stack and you see well there's different application companies you know there's Harvey for legal there's Abridge for health there's Decagon and Sierra for customer success."
Mentioned in 1 episode
"That actually was X.com and PayPal in the 90s, right? Elon Musk, you know, were running different companies and they merged because they said we're people doing this. Why fight?"
Mentioned in 2 episodes
"There's Snowflake and Databricks. There's Stripe. Coinbase if you're doing financial there's just a ton of companies that actually are quite large."
"For enterprise, Snowflake spent billions of dollars on salespeople and compensation and channel partnerships."
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