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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
246
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
Market Ending Moves
Startup CEOs should ask themselves what crazy ideas can turn into a move that just ends a market's competitive dynamic
Apr 8
•
Elad Gil
55
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
A return to company core mission & values
If you want to refocus on your core mission, and end political discourse at work, now is a window of time to do it
Jan 31, 2024
•
Elad Gil
27
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
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