Elad Gil quote, Apr 20, 2026

Investor · Apr 20, 2026 · Post, Random thoughts while gazing at the misty AI Frontier

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.

Primary source

Words found on the source page on Sep 25, 2026.

More from Elad Gil

Date	Quote	Context	Source
Apr 20, 2026	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.Apr 20, 2026· Post	PostRandom thoughts while gazing at the misty AI Frontier	Source
Apr 20, 2026	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.Apr 20, 2026· Post	PostRandom thoughts while gazing at the misty AI Frontier	Source
Apr 20, 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.Apr 20, 2026· Post	PostRandom thoughts while gazing at the misty AI Frontier	Source
Apr 20, 2026	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).Apr 20, 2026· Post	PostRandom thoughts while gazing at the misty AI Frontier	Source
Apr 20, 2026	The top AI researchers became post-economic all at once. (Maybe the closest prior analogues is the early crypto HODLRs?).Apr 20, 2026· Post	PostRandom thoughts while gazing at the misty AI Frontier	Source
Apr 20, 2026	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.Apr 20, 2026· Post	PostRandom thoughts while gazing at the misty AI Frontier	Source
Apr 20, 2026	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.Apr 20, 2026· Post	PostRandom thoughts while gazing at the misty AI Frontier	Source
Jul 22, 2025	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.Jul 22, 2025· Post	PostAI Market Clarity	Source
Jul 22, 2025	Often, adoption of AI is not a technology problem – it is an organization, process, and people issue.Jul 22, 2025· Post	PostAI Market Clarity	Source
Jul 22, 2025	We are starting to see the shift from selling seats, to selling units of cognition or human equivalent labor.Jul 22, 2025· Post	PostAI Market Clarity	Source
Feb 21, 2024	Cloud providers are easily the biggest funders of foundation models, not venture capitalists.Feb 21, 2024· Post	PostThings I Don't Know About AI	Source
Feb 21, 2024	Things seem to be evolving towards the above: Frontier LLMs are likely to be an oligopoly market.Feb 21, 2024· Post	PostThings I Don't Know About AI	Source

Date	Quote	Context	Source
Sep 23, 2026	But the right tail of the market is thinner than almost anyone forecast.Tomasz TunguzSep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 23, 2026	Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it.Tomasz TunguzSep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 23, 2026	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.Tomasz TunguzSep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 21, 2026	A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
Sep 21, 2026	Pure capability no longer translates directly into a moat.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
Sep 21, 2026	If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin.Tomasz TunguzSep 21, 2026· Post	PostAI Comes for the If Statement	Source

About this quote

Said by: Elad Gil, Investor
Where: Random thoughts while gazing at the misty AI Frontier
Topics: Economics, Investment
Source: blog.eladgil.com/p/random-thoughts-while-gazing-at-the

A quote is one moment, not the whole argument. Read it in context at the source.

Sources: the primary source linked on each quote, checked weekly. A quote is one moment; read the source. Logos via logo.dev; trademarks belong to their owners.

More from Elad Gil

On the same topics

New quotes by email