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The Logan Bartlett Show cover image

EP 49: Elad Gil (Angel Investor) - Solo Capitalist and Early Airbnb Investor Shares Secrets of Silicon Valley & the Worst Advice That Founders Get

The Logan Bartlett Show

NOTE

How to use language models to reduce costs in private equity

Technology waves have different subsets of value that are captured by incumbents and startups./nFor example, the first internet wave was dominated by startups, while the second internet wave was dominated by incumbents./nMobile was dominated by incumbents, while crypto was dominated by startups./nLanguage models are likely to be dominated by incumbents in the future, as they have been in the past./nThere are few interesting companies in each market, so it is important to identify the index companies for each wave.

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