Elad Gil on his product-market driven thesis, entering the "go public sooner" decade | Angel S5 E3
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- čas přidán 24. 07. 2024
- Check out Elad's website: eladgil.com
FOLLOW Elad: / eladgil
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Show notes:
0:00 Start
1:05 Jason intros Elad Gil, Elad explains what he's learned since he started angel investing 10+ years ago, Internet market caps growing 10X-30X over the last decade, software's surface area
11:32 OurCrowd - Sign up for a free account at www.ourcrowd.com/twist
13:06 Understanding Clubhouse's valuation, a history of "overpriced" standout social apps, monetization options
19:01 Potential of paying it forward to black creators
25:01 LinkedIn Jobs - Post your first job free at / angel
26:32 SPACs, startups going public earlier, theories on why "stay private longer" was popular in the 2010s and why 2020s looks like the "go public faster" decade
33:11 Thoughts on selling secondary shares & selling in public markets
36:04 Odoo - Get your first app free & $1000 off your first implementation pack at odoo.com/twist
37:36 How the pandemic endgame impacts his investment thesis, Israel's incredible vaccine distribution
47:07 Elad's thesis: product-market driven OVER team driven, importance of market pull in non-obvious markets, using growth rate to determine market size
54:34 Amazon's sustained growth rate, how consumer companies accelerate at scale, big tech's best acquisitions
1:00:49 Self-driving, VTOLs, future tech epicenters, work from home
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Wonderful conversation... As a founder, looking to get funding for my startup, I’m genuinely interested in getting up to speed on the trends. Good stuff, thanks Jason for continuing The Pod while on vacation! 🤙
the show must go on!
Google bought Adsense and Adwords. Easily the greatest acquisition of all time.
Excited for this one. Thanks!
Hope you enjoy it!
Another great episode, wow what a track record by Elad Gil
This was a great episode ! thanks Jason!
Awesome episode!
thanks for listening!
20:42
How about Seattle? Don't you guys in the Angel/ VC community see it as a high quality startup hub compared to New York and LA? I was really surprised to hear Austin and even Miami and then no Seattle?? Is it really... 1. Bay 2. LA 3. New York 4. Austin 5. Miami??? Jason, what do you think? We have to get the record straight on this.
Our friend Ben Gilbert at PSL is doing great things in Seattle, and of course AMZ & MSFT
Toin Coss! Ha!