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 · last 12 months
4 · May OctJan 26AprJulnow

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

Appearances

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They mentioned financials uh is another area that they're moving into. voice-verified
OpenAI famously tried to buy Windsurf and sort of enter coding more directly. voice-verified
Yeah. voice-verified
Do you think about that at all in the context of what you're doing, given just the size of the market and the the velocity at which you're getting adoption? voice-verified
They should probably see a more as a wedge. voice-verified
Some of those work out well, right? voice-verified
Like in other words, one could argue AWS and the cloud providers are good examples of what was perceived as a lower margin business that has enormous scale and can throw off a ton of cash. voice-verified
Yeah. voice-verified
And so I you know, these these API driven businesses strike me as something similar. voice-verified
I'm just more curious, like, how do you think about defensibility relative to these things? voice-verified
And, you know. voice-verified
I guess John of really to know how do you think about differentiation? voice-verified
Like what do you do uniquely or how do you think that you'll build them out over time? voice-verified
If you look at um the big shift that's happening right now in AI. voice-verified
Because of the capability set, we're basically moving from software as a service to basically some form of like labor or cognition as a service, right? voice-verified
And so you see that sometimes in the pricing models where people instead of charging per seat will maybe have some baseline platform fee, but then they'll charge on utilization or other things because fundamentally voice-verified
It's almost like you're um helping augment an agent versus just having a piece of software that they're living in or using. voice-verified
And I think that's a very big shift. voice-verified
How do you think about the long term version of that relative to your business? voice-verified
Or what do you see sort of coming on the horizon? voice-verified
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