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Elad Blog

Elad Blog
Transcript & Video: Claire Hughes Johnson Fireside Chat on Scaling People I interview Claire about her new book "Scaling People". Thanks to Stripe for hosting.
a year ago
Elad Blog
Fireside: Satya Nadella, CEO Microsoft live in SF Monday Nov 6, 11:30am - sign up now on link below
a year ago
Elad Blog
AI Safety: Technology vs Species Threats There are at least two ways to think about potential threats coming from advanced AI. The...
a year ago
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a year ago
There are at least two ways to think about potential threats coming from advanced AI. The conventional view is that AI is just yet another of many tool-based technological advances. Like all technologies, the main threat of AI in this scenario is if a human were to use it for...
Elad Blog
AI Dev Tools Panel - Stripe AI day I will be moderating a panel on 7/13 at Stripe with founders of Baseten, LlamaIndex, Zapier
a year ago
Elad Blog
Discussion w Arthur Mensch, CEO of Mistral AI Mistral launched multiple LLM models in less then 1 year from founding. We discuss
10 months ago
Elad Blog
Transcript & Video: Fireside w/ Dylan Field Figma, AI, Design, & Education
a year ago
Elad Blog
Fireside SF: Clem Delangue CEO of Hugging Face Sign up now - in person space is limited
a year ago
Elad Blog
Defensibility & Competition Are early SaaS or AI companies ever defensible early? What is the basis for competition for a...
a year ago
Elad Blog
Fireside chat with Satya Nadella, CEO of Microsoft Video and transcript of our fireside chat at Stripe from Monday
a year ago
Elad Blog
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.
11 months ago
Elad Blog
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...
a year ago
Elad Blog
Startups are an act of desperation Startups are hard. For the first few years of a company, forward momentum is largely due to founders...
over a year ago
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over a year ago
Startups are hard. For the first few years of a company, forward momentum is largely due to founders pushing every day. The weight of the company rests on their shoulders - including the financial well being and success of everyone they hired and the promises they made to their...
Elad Blog
AI Platforms, Markets, & Open Source What does the future market structure look like for AI foundation and API companies? How does OSS...
a year ago
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a year ago
What does the future market structure look like for AI foundation and API companies? How does OSS play a role in a world of ever scaling models?
Elad Blog
AI Regulation There have been multiple call to regulate AI. It is too early to do so.
a year ago
Elad Blog
Fireside chat with Reid Hoffman on AI, Big Tech, & Society Notion was kind enough to host a fireside chat between myself and Reid Hoffman on AI. Transcript and...
over a year ago
Elad Blog
Startup Decoupling & Reckoning The coming reset in mid-to-late stage startups in 2023-2024 is at this point likely largely...
a year ago
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a year ago
The coming reset in mid-to-late stage startups in 2023-2024 is at this point likely largely decoupled from interest rates and inflation. Implications are discussed.
Elad Blog
**Signup Now** Fireside- Dylan Field: Design, AI, School & Careers Sign up now for new fireside chat
a year ago
Elad Blog
The False Narrative Around Theranos One of the interesting aspects of the Theranos trial is the degree to which some folks are buying...
over a year ago
28
over a year ago
One of the interesting aspects of the Theranos trial is the degree to which some folks are buying into part of the defense's narrative that "Theranos was just acting like every Silicon Valley startup". This is of course blatantly false, but it is being adopted as some form of...
Elad Blog
Back to the office Prior to COVID, there were only 3 companies in tech that reached any real scale as remote first...
over a year ago
28
over a year ago
Prior to COVID, there were only 3 companies in tech that reached any real scale as remote first companies - Automattic, Gitlab, and Zapier [1]. During COVID companies were forced to work remote. Many companies are now going back into the office and companies are navigating this...
Elad Blog
When Executives Break When your company is scaling rapidly due to product market fit, one of the biggest impediments (or...
over a year ago
27
over a year ago
When your company is scaling rapidly due to product market fit, one of the biggest impediments (or boosters) to growth will turn out to be the composition of your executive team. If your executives are not able to scale with the company, entire functions may be thrown into...
Elad Blog
Anduril & Defense Tech The last year has demonstrated repeatedly the lack of societal preparation for multiple forms of...
over a year ago
26
over a year ago
The last year has demonstrated repeatedly the lack of societal preparation for multiple forms of threats to our country and world. Examples of this include issues responding to the COVID pandemic, the cybersecurity ransomware attacks on critical US infrastructure such as our
Elad Blog
Early days of AI Rather then view LLMs, Transformers, and diffusion models as part of a continuum with past "AI", it...
a year ago
26
a year ago
Rather then view LLMs, Transformers, and diffusion models as part of a continuum with past "AI", it is worth thinking of this as an entirely new era and discontinuity from the past
Elad Blog
Video & transcript: Apoorva Metha, founder & former CEO, Instacart Full video & transcript from Fireside chat with Apoorva Metha
a year ago
Elad Blog
MegaCycles in Tech & Crypto Every 8-10 years, the technology industry used to go through a boom and bust cycle. A new technology...
over a year ago
26
over a year ago
Every 8-10 years, the technology industry used to go through a boom and bust cycle. A new technology or platform would emerge, there would be rampant investment and speculation, a few strong hypergrowth survivors would emerge and most of the rest of the new startups would...
Elad Blog
Video and transcript: Fireside chat with Clem Delangue, CEO of Hugging Face We discuss Hugging Face, Open Source, and AI
a year ago
Elad Blog
Clubhouse: Most Interesting Consumer Startups of 2021 (Part 1) This post is the first in a small series on the new wave of hyperinteresting consumer tech products...
over a year ago
25
over a year ago
This post is the first in a small series on the new wave of hyperinteresting consumer tech products that are most likely to have had society-level impact in 5 years. My first two posts are on Clubhouse and Substack [1]. Both are social network and media platforms of different...
Elad Blog
Substack: Most Interesting Consumer Startups of 2021 (Part 2) This post is the first in a small series on the new wave of hyperinteresting consumer tech products...
over a year ago
23
over a year ago
This post is the first in a small series on the new wave of hyperinteresting consumer tech products that are most likely to have had society-level impact in 5 years. My first two posts are on Clubhouse and Substack [1]. Both are social network and media platforms of different...
Elad Blog
Index Companies Sometimes there are markets that are clearly going to grow massively over time. For example,...
over a year ago
23
over a year ago
Sometimes there are markets that are clearly going to grow massively over time. For example, ecommerce, genomics, crypto are all markets which were clearly going to compound over time. It might have been tough to call the winners of each market early, but it was clear the markets...
Elad Blog
Silicon Valley & Defense Tech Over the last few years there has been a lot of press coverage of Google canceling project Maven, a...
over a year ago
22
over a year ago
Over the last few years there has been a lot of press coverage of Google canceling project Maven, a defense contract. This has led to claims Silicon Valley is no longer engaging in defense tech, despite tech's roots working with the Department of Defense
Elad Blog
AI Revolution - Transformers and Large Language Models (LLMs) NLP & AI Revolution - Transformers and Large Language Models (LLMs) Part of the challenge of “AI” is...
over a year ago
22
over a year ago
NLP & AI Revolution - Transformers and Large Language Models (LLMs) Part of the challenge of “AI” is we keep raising the bar on what it means for something to be a machine intelligence. Early machine learning models have been quite successful in terms of real world impact. Large...
Elad Blog
Unicorn Market Cap & Industry Towns, 2020 In 2019 I wrote about how "industry towns" emerge in every market. These clusters of people, ideas,...
over a year ago
22
over a year ago
In 2019 I wrote about how "industry towns" emerge in every market. These clusters of people, ideas, capital, service providers, and companies tend to have strong network effects that support startup formation and success in a given industry. For example, Silicon Valley, London,...
Elad Blog
Changing times (or, why is every layoff 10-15%?) Changing economic markets suggests a shift in how some companies should operate, as well as what...
over a year ago
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over a year ago
Changing economic markets suggests a shift in how some companies should operate, as well as what risks to assume for 2023
Elad Blog
AI: Startup Vs Incumbent Value In each technology wave the value, revenue, market cap, profits and great people captured by...
over a year ago
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over a year ago
In each technology wave the value, revenue, market cap, profits and great people captured by startups versus incumbents differs. In some waves it all goes to startups, while in others it goes to incumbents or is split between them. Unexpectedly, the prior wave of
Elad Blog
Why Has Israel Succeeded At COVID Vaccination? Israel has pulled ahead of much in the world in its rate of vaccinating its citizens - with roughly...
over a year ago
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over a year ago
Israel has pulled ahead of much in the world in its rate of vaccinating its citizens - with roughly 1% of the entire population vaccinated per day and over 23% of the country vaccinated in the first few weeks. The country hopes to have the entire population over age 16
Elad Blog
Startup Markets, Summer 2022 Edition About a month ago, I wrote a tweet storm on the changing startup financing and employment...
over a year ago
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over a year ago
About a month ago, I wrote a tweet storm on the changing startup financing and employment environment. This blog captures aspects of that tweet storm and some of its predictions and extends them further. Like all predictions this is what I view as a highly likely scenario versus...
Elad Blog
Unicorn Market Cap, June 2021 (Almost Post-Pandemic Edition) I have previously written about Unicorn Market Cap and Industry towns in 2019 and 2020. Over the...
over a year ago
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over a year ago
I have previously written about Unicorn Market Cap and Industry towns in 2019 and 2020. Over the last 8 months the number of tech startups worth $1B or more ("unicorns") has grown by 43% from 487 Unicorns to 701. This is almost double the 361 unicorns in June 2019
Elad Blog
Capital Efficient Businesses Many of the biggest companies in the world started off as capital efficient businesses. We discuss.
a year ago
Elad Blog
Crypto Twitter With Elon Musk joining the board of Twitter, now is a good time to consider all the things Twitter...
over a year ago
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over a year ago
With Elon Musk joining the board of Twitter, now is a good time to consider all the things Twitter should be doing, that it has never done. There are lots of obvious features (edit tweets, longer form content, better user controls, better onboarding, better spam filtering,...
Elad Blog
Hiring Executives & Bad Advice When your company hits strong product market fit, your company will be sucked into a vortex of...
over a year ago
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over a year ago
When your company hits strong product market fit, your company will be sucked into a vortex of customer demand and experience a Cambrian explosion of internal org complexity simultaneously. Things will initially seem to just truck along as usual, and then suddenly everything at...
Elad Blog
Altimeter's Brad Gerstner on Macro, Tech and Startups Video and transcript from a fireside chat with Brad Gerstner of Altimeter
a year ago
Elad Blog
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...
a year ago
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a year ago
We analyze growth in unicorn market cap by region. We also compare # of Barry's Bootcamps to # of unicorns for key cities.