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cover of episode #228 Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World

#228 Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World

2025/5/13
logo of podcast The Knowledge Project with Shane Parrish

The Knowledge Project with Shane Parrish

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Elad Gil
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Elad Gil:我认为人工智能被严重低估了,因为大多数企业还没有在其中做任何事情,而这才是金钱、变革、影响、工作等一切所在。我担心在短期内扼杀了人工智能这只金鹅,而它本可以推动全球在健康和教育等重要领域的进步。未来,我们将开始将人工智能视为销售认知单元,即销售人类时间或人类当量来为我们做事。但是,人们在谈论人工智能安全时,必须清楚地定义他们的意思,并解释为什么这是一个真正的担忧。

Deep Dive

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What if the world’s most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered geographically throughout history, from Renaissance Florence to Silicon Valley, where today 25% of global tech wealth is created. We get into why he believes AI is dramatically under-hyped and still under-appreciated, why remote work hampers innovation, and the self-inflicted wounds that he's seen kill most startups.  

This is a masterclass in pattern recognition from one of tech's most consistent and accurate forecasters, revealing the counterintuitive principles behind identifying world-changing ideas. 

Disclaimer: This episode was recorded in January. The pace of AI development is staggering, and some of what we discussed has already evolved. But the mental models Elad shares about strategy, judgment, and high-agency thinking are timeless and will remain relevant for years to come.

Approximate timestamps: Subject to variation due to dynamically inserted ads.

(2:13) - Investing in Startups (3:25) - Identifying Outlier Teams (6:37) - Tech Clusters (9:55) - Remote Work and Innovation (11:19) - Role of Y Combinator (15:19) - The Waves of AI Companies (20:24) - AI's Problem Solving Capabilities (26:13) - AI's Learning Process (30:41) - Prompt Engineering and AI (32:00) - AI's Role in Future Development (34:37) - AI's Impact on Self-Driving Technology (40:16) - The Role of Open Source in AI (43:23) - The Future of AI in Big Players (44:23) - Regulation and Safety Concerns in AI (49:11) - Common Self-Inflicted Wounds (51:34) - Scaling the CEO and Avoiding Conventional Wisdom (55:21) - Workplace Culture (58:39) - Patterns Among Outlier CEOs (1:15:50) - Remote Work and its Implications (1:18:47) - The Impact of Clusters and Exceptional Individuals (1:25:41) - Investing in Defense Technology (1:27:38) - Business Model Shift in the Defense Industry (1:31:46) - Changes in Warfare

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