Elad Gil

Elad Gil × Alexander Taubman

Long Lake has agreed to acquire American Express Global Business Travel for $6.3 billion, in what Sarah Guo believes may be the world’s first-ever AI take-private.Nexus reuses roughly 80% of infrastructure across 30 acquisitions, compressing AI deployment from more than a year to days, while acquired businesses reportedly moved from 0–5% to 20% or more organic growth; execution and the transaction remain key watchpoints.

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.

Sarah Guo × Elad Gil

AI leaders are emerging in foundation models, coding, medical scribing, and customer success, while sales productivity, financial-analyst tooling, accounting, and pharma remain open.The winning application playbook combines vertical workflows, proprietary data, distribution, and user-generated knowledge, while startup mergers may strengthen defense against incumbents; neglected fertility, longevity, and world-model opportunities remain constrained by financing, regulation, and uncertain commercialization.

Sarah Guo × Elad Gil × Josh Goldman

KoBold treats mineral exploration as an information problem in an industry where discovery productivity has fallen roughly 10x, targeting $50–100 million per discovery against venture-scale returns.Mingomba’s core exceeds 5% copper versus roughly 0.6% at operating mines, while active learning and fragmented geological data support a pipeline constrained more by quality projects, permitting, and social license than capital.