This week on StrictlyVC Download, Alex and Connie are joined by return guest Elad Gil, one of the world’s most renowned solo capitalists, entrepreneurs, and thought leaders in the AI investing space. He has backed companies like Airbnb, Stripe, Figma, and perplexity He’s also the co-host of No Priors. In this episode, they discuss the current landscape for AI investors and Elad offers a peek into what he believes is around the corner.

Chapters:

00:00 - Introduction and Elad Gil's background

01:04 - AI's impact on company scaling and team efficiency

03:36 - AI relationships and the future of human-AI interaction

05:00 - AI hallucinations and setting safety standards

07:30 - Character AI investment and concerns about AI bias in education

10:00 - Open source vs. closed AI models debate

12:15 - AI tutoring for children and societal implications

15:00 - AI-driven business rollups and mature company transformations

20:00 - Market crystallization and winners in AI verticals

25:00 - Founder mode vs. delegation in leadership

30:00 - Identifying technology waves and current AI investments

Learn more about your ad choices. Visit megaphone.fm/adchoices