Gil: Pharma distribution is locked up by dominant players via 3-7 year contracts
Elad Gil · Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea · Oct 20, 2025 · at 4:30
Investor Elad Gil explains how multi-year contracts create defensive market structures in traditional industries.
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“So for example, in the medical distribution world McKesson and that sort of world, all the pharma distribution people end up in these like three to seven year contracts. So the entire industry is effectively locked up between a handful of players because they each own a chunk of it.”
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