Elad Gil

Elad Gil × Glenn Fogel

Booking’s Penny is emerging as a personalized travel concierge, with adoption reportedly doubling monthly and a stronger long-term opportunity in repairing disrupted itineraries than merely shortening search.The investment test is still unresolved: token costs, routing, conversion, cancellations, loyalty, and lifetime value must justify roughly $700 million of annual multi-initiative spending, while scale remains an advantage rather than a moat.

Elad Gil × Sarah Guo × Andrew Feldman

Cerebras says useful AI in 2025 made inference latency a daily constraint, with systems running 15, 18, 20x faster than GPUs.G42’s $1 billion order enabled cluster testing, while an OpenAI agreement Feldman says exceeds $20 billion and an AWS deployment raise the stakes for a 10x manufacturing increase this year.Delivery and governance now matter as much as contrarian architecture.

Sarah Guo × Elad Gil

The “SaaSpocalypse” overgeneralizes a real shift: Decagon and Sierra show support moving from per-seat software toward usage-priced agents, while products such as Samsara retain hardware, distribution, enterprise sales, and support moats.GPT-4-equivalent pricing fell 150x in 21 months as Gil’s team puts AI labs’ growth from $1 billion to $10 billion at roughly a year, shifting the bottleneck to trustworthy human review and defenses against one- to two-year displacement cycles.

Jared Kushner × Sarah Guo × Elad Gil

Affinity Partners seeks returns through governance judgment, networks, and hands-on execution, while favoring Gulf and Latin American tailwinds and contrarian opportunities such as Albania.BrainCo is productizing reusable AI infrastructure for institutions, with a permitting workflow reduced from over 40 steps to 35 at over 90% accuracy; adoption, talent, project selection, and energy permitting remain key constraints.

Qasar Younis × Peter Ludwig × Elad Gil

Applied Intuition has reached a $15 billion valuation, more than 1,000 employees, hundreds of millions in revenue, and sustained profitability by extending engineering tools into a vehicle operating system and autonomy applications.Its compatibility layer could remove thousands of dollars in hardware as autonomy approaches mainstream US vehicles within five years, but potential commoditization by 2030-2035 creates a critical risk to recouping $12 billion-$15 billion development costs.