Assertion Supported AI assessment confidence: 92% certainty 4/5 debate potential 3/5

Gil: OpenAI and Anthropic are fastest companies ever to $10B revenue

Elad Gil · #2297 Elad Gil backed 40 unicorns. This is next · Feb 24, 2026 · at 10:19

Investor Elad Gil and Andrew Warner discuss how global internet distribution has accelerated enterprise AI revenue growth to unprecedented speeds.

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“OpenAI, Anthropic, and others are the fastest companies to ten billion dollars in revenue basically ever, right?”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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Insight
Gil: Mega-cap tech distribution lets incumbents win even five years late
“The difference between now and 15 years ago is there's a handful of companies with such large distribution that they're the natural homes to do new things. Because even if they're five years late, they can just cross sell it, right?”
Elad Gil Feb 24, 2026 ▶ 42:12 #2297 Elad Gil backed 40 unicorns. This is next
Disclosure
Elad Gil and Jared Kushner co-founded Brinko, an enterprise AI platform
“Yeah, so our respective firms helped set up this company called Brinko, which is a Company, which basically builds, it has both a common platform that is like data infra and evals and a bunch of other stuff for people to use. And then on top of that, it builds…”
Elad Gil Feb 24, 2026 ▶ 13:24 #2297 Elad Gil backed 40 unicorns. This is next
Opinion
Gil: Battle-tested, integrated SaaS will survive AI coding replacement
“I think it's going to persist or some subset of software persist. Obviously some will get eaten away by AI, but if something works and it's already been battle tested for security and a bunch of other stuff, and it integrates with a bunch of things. If it's ch…”
Elad Gil Feb 24, 2026 ▶ 19:11 #2297 Elad Gil backed 40 unicorns. This is next
Prediction Not checkable as stated
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“We're shifting from a world where you're buying monthly packages or you're buying seats for certain types of software and you're effectively buying units of labor, right? That's this agentic shift.”
Elad Gil Feb 24, 2026 ▶ 23:15 #2297 Elad Gil backed 40 unicorns. This is next
Assertion Contradicted
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Elad Gil Feb 24, 2026 ▶ 30:05 #2297 Elad Gil backed 40 unicorns. This is next
Disclosure
Elad Gil's firm is considering acquiring established companies for AI transformation
“We've considered, and I say we, cause like I have a group of people I work with now considered, should we go and buy a company and then transform it with AI? But I mean, it's scale, right? Is there something really big that you should work with because they al…”
Elad Gil Feb 24, 2026 ▶ 35:56 #2297 Elad Gil backed 40 unicorns. This is next
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