Elad Blog
Elad GilI am a serial entrepreneur obsessed with technology and startups.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 214 | Founded | 4 years ago | Last Issue | 2 months ago |
| Active | |||||
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Random thoughts while gazing at the misty AI Frontier
I was originally going to write a long articulate post for each of the below, with lots of fancy graphic, charts, and detailed analysis. Then realized it is too much work. Instead, here is some human idea slop & random thoughts. Enjoy!
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Unicorn Market Cap 2026: SF is the GenAI Super Cluster
Analysis below from Shreyan Jain. All data pulled on Dec 31st of the year, so “2025” means Dec 31 2025 / Jan 1 2026 in terms of market caps.
In the past two years, we’ve seen a post-ZIRP market correction, the rapid breakout of frontier AI...
AI Market Clarity
AI Markets Have Crystalized
AI markets have evolved significantly over the last 4 years. When GPT-3 came out and scaling laws were openly discussed in the AI literature, it seemed clear that you could extrapolate the rate of progress fr...
Biotech companies I wish existed
The biopharma ecosystem is set up for a limited number of "indication" or disease areas to be worked on. Part of this is industry structure (many biotech firms are incubated by VC firms to flip into biopharma company roadmaps for M&A), part...
Market Ending Moves
Every once and a while, there is a move that end questions and competition for startups in a market. A single move can effectively win the market, or “end the market”.
Market ending moves may include:
- Merging with your main competito...
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Authors
The writers behind this newsletter.
Founder: MixerLabs (Twitter), Color Health Investor: Airbnb, Airtable, Anduril, Coinbase, dbt Labs, Deel, Figma, Gitlab, Gusto, Instacart, Notion, Pinterest, Retool, Rippling, Samsara, Square, Stripe, TripActions, etc
I'm a serial entrepreneur, operating executive, and investor or advisor to private companies including AirBnB, Pinterest, Square, Stripe. I was previously the VP of Corporate Strategy at Twitter, co-founder of Color Genomics and Mixer Labs.
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