Elad Gil

speaker
6,339 appearances 58 recordings 1 series first heard Sep 2024 last heard 10 Sep

Elad Gil’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 22 in all, peaking in May 2026 with 4.

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Yeah, Sriana and my team has put together this matrix of companies versus features.
Okay.
In the coding market.
And there's a lot of these sort of like single feature companies.
And it almost feels like all these things should consolidate into a small number of players over time just as they iterate through the product.
How do you think about it in the context?
If I look at other historical technology shifts.
Yep.
The operating system or the platform often subsumes the biggest apps into itself.
So for example, Microsoft OS, eventually they just bundled Windows on top of it.
And those were the four main apps that are being used the most on Windows.
Right.
And similarly, gaming was the other big app.
So that's why they started Xbox and Microsoft.
If you look at Google and vertical search, they eventually integrated all the vertical searches into Google directly.
Totally.
In the context of AI, one could argue that if the foundation model companies follow the same approach, they should bundle or at least attempt to bundle some of the biggest use cases.
The clearest big use case today is code.
Totally.
And we already know that Cloud or Anthropic has launched Cloud Code.
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