Elad Blog

AI Market Clarity

A subset of AI markets have crystalized in the last 12 months, with the likely market leaders for the next year or two suddenly clear

Jul 22 • 

Elad Gil

263

May 2025

Biotech companies I wish existed

While one off companies may exist, I am surprised there is not more biotech activity in these areas

May 20 • 

Elad Gil

111

April 2025

February 2025

Leaving Delaware

This post covers why companies are considering reincorporating from Delaware to Nevada & Texas

Feb 5 • 

Elad Gil

100

March 2024

Discussion w Arthur Mensch, CEO of Mistral AI

Mistral launched multiple LLM models in less then 1 year from founding. We discuss

Mar 22, 2024 • 

Elad Gil

23

February 2024

Things I Don't Know About AI

The more I learn about AI markets, the less I think I know. I list questions and some thoughts.

Feb 21, 2024 • 

Elad Gil

272

January 2024

December 2023

Altimeter's Brad Gerstner on Macro, Tech and Startups

Video and transcript from a fireside chat with Brad Gerstner of Altimeter

Dec 5, 2023 • 

Elad Gil

19

Capital Efficient Businesses

Many of the biggest companies in the world started off as capital efficient businesses. We discuss.

Dec 4, 2023 • 

Elad Gil

42

Video & transcript: Apoorva Metha, founder & former CEO, Instacart

Full video & transcript from Fireside chat with Apoorva Metha

Dec 1, 2023 • 

Elad Gil

13

November 2023

Fireside chat with Satya Nadella, CEO of Microsoft

Video and transcript of our fireside chat at Stripe from Monday

Nov 8, 2023 • 

Elad Gil

18

September 2023

Unicorn Market Cap 2023: Rise of AI

We analyze growth in unicorn market cap by region. We also compare # of Barry's Bootcamps to # of unicorns for key cities.

Sep 20, 2023 • 

Elad Gil

24