Home Speakers Elad Gil Quote 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.
Words found on the source page on Nov 6, 2026.
More from Elad Gil Blog Random thoughts while gazing at the misty AI Frontier 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. Blog Random thoughts while gazing at the misty AI Frontier 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. Blog Random thoughts while gazing at the misty AI Frontier Apr 20, 2026
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. Blog Random thoughts while gazing at the misty AI Frontier 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). Blog Random thoughts while gazing at the misty AI Frontier Apr 20, 2026
The top AI researchers became post-economic all at once. (Maybe the closest prior analogues is the early crypto HODLRs?). Blog Random thoughts while gazing at the misty AI Frontier 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. Blog Random thoughts while gazing at the misty AI Frontier 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. Blog AI Market Clarity 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. Blog AI Market Clarity Jul 22, 2025
Often, adoption of AI is not a technology problem – it is an organization, process, and people issue. Blog AI Market Clarity Jul 22, 2025
We are starting to see the shift from selling seats, to selling units of cognition or human equivalent labor. Blog Things I Don't Know About AI Feb 21, 2024
Cloud providers are easily the biggest funders of foundation models, not venture capitalists. Blog Things I Don't Know About AI Feb 21, 2024
Things seem to be evolving towards the above: Frontier LLMs are likely to be an oligopoly market.
On the same topics Blog The Overhang Sep 18, 2026
In fact, the new GPT-6 Astra and Fable 5.1 are already enough for transformative impact in large sections of the economy and they can reliably do weeks worth of human work when properly guided and harnessed. Blog The Overhang Sep 18, 2026
Making great things with AI means knowing which AI outputs to keep, which to discard, and which to use as raw material for something the AI would never have generated on its own. Blog The Overhang Sep 18, 2026
My point is that, while there is a lot of debate over what future models will do, the current capabilities of existing models are barely being used, and are often not even well understood. Blog The Overhang Sep 18, 2026
The capability overhang, the gap between what these models can do and what almost anyone is doing with them, is an opportunity because most people don't bring their own advantages to AI, and those who do get much more out of it. Blog The Overhang Sep 18, 2026
You are not trying to compete with AI in producing outputs, that is a losing game. Instead, you want to use your human advantages as basis of working with AI to do things that neither of you could do alone. Blog I do not want your brains to rot Sep 17, 2026
Cognitive offloading is a strategic delegation that costs nothing. Cognitive surrender is something different; an uncritical abdication of reasoning itself. And there is something about AI, about its allure and potency, that could make surrender far more widespread. About this quote 
Quotesby Glyph