Quotesby GlyphElad Gil quote, Jul 22, 2025
Investor · Jul 22, 2025 1 year ago · Blog, AI Market Clarity
We are starting to see the shift from selling seats, to selling units of cognition or human equivalent labor.
Words found on the source page on Nov 6, 2026.
More from Elad Gil
- AI will first automate away the things that are easier to form a closed loop learning system on. This is why code and AI research may be accelerated and then displaced quickly - you can have testable closed loop systems so machines can learn and iterate quickly.
- Founders running successful AI companies should all take a cold hard look at exiting in the next 12-18 months, which may be a value maximizing moment for outcomes.
- If Anthropic and OpenAI hit $100B of revenue by EOY as many think they might, roughly 1% of GDP run rate will be from AI by end of 2026.
- Multiple later stage CEOs told me that rather then do big layoffs due to AI, they will just stop growing. So if revenue at the company is growing 30%, 50%, or 100%, headcount may be flat or slightly down as they allow attrition to shrink staff.
- The AI engineer of the future will be managing and orchestrating large numbers of agents to build things (systems and product thinking) vs writing a lot of code themselves (the auto-complete tab era).
- The top AI researchers became post-economic all at once. (Maybe the closest prior analogues is the early crypto HODLRs?).
- This means countries like India and the Philippines may be the most impacted soonest in terms of employment and AI as they house many of these outsourced services organizations. It also means some developing countries may lose their services ladder to upgrading their economy and work.
- While people will undoubtedly get more efficiency out of the compute they have, this artificial compute constraint may mean no one lab is able to break significantly ahead until 2028 at the soonest - re-enforcing an oligopoly market for LLMs.
- In the future, it is unlikely that many new core LLM companies will get started due to capital moats, barring some new breakthrough that somehow doesn’t spread quickly.
- Often, adoption of AI is not a technology problem – it is an organization, process, and people issue.
- Cloud providers are easily the biggest funders of foundation models, not venture capitalists.
- Things seem to be evolving towards the above: Frontier LLMs are likely to be an oligopoly market.
On the same topics
- If the content creation loop works for agentic virality, I think it means there’s a big incentive for every agent to volunteer to make visually-appealing, shareable content, do this often.Unverified
- This is the new software engineering: designing the systems that let AI write code correctly at scale.
- I address you today at a moment of global awakening: in recent months, AI agents developed by leading companies have acted in unacceptably dangerous ways, against instructions.
- Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.
- Once you have put all of your information into a personal agent and actually incorporated it into your day-to-day life, it is much more of a challenge to change to something else.
- Truly effective defense will mean truly trusting agents to act autonomously, but most companies won’t do that until they are forced to by regular and unremitting hacks by fully autonomous attackers.
About this quote
- Said by
- Elad Gil, Investor
- Where
- AI Market Clarity
- Topics
- Agents, Enterprise AI
- Source
- blog.eladgil.com/p/ai-market-clarity
A quote is one moment, not the whole argument. Read it in context at the source.