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foundation lab companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 17, 2025 by Elad Gil · across every show →

Everything said about foundation lab companies, oldest first

Oct 17, 2025 bullish
Opinion
Gil: OpenAI and Anthropic valuations are reasonable relative to growth rates
“I, my sense is that for many of these foundation lab companies, if you just do a revenue multiple and you look at the growth rate, it's actually pretty reasonable. That's true of OpenAI, that's true of Anthropic.”
Elad Gil Oct 17, 2025 ▶ 33:55 Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
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