Elad Gil on his product-market driven thesis, importance of market pull, entering the "go public sooner" decade | Angel S5 E3

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Player FM과 저희 커뮤니티의 Jason Calacanis 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.

Check out Elad's Website: http://eladgil.com

FOLLOW Elad: https://twitter.com/eladgil

FOLLOW Jason: https://linktr.ee/calacanis

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Show notes:

0:00 Start

1:05 Jason intros Elad Gil, Elad explains what he's learned since he started angel investing 10+ years ago, Internet market caps growing 10X-30X over the last decade, software's surface area

11:32 OurCrowd - Sign up for a free account at https://www.ourcrowd.com/twist

13:06 Understanding Clubhouse's valuation, a history of "overpriced" standout social apps, monetization options

19:01 Potential of paying it forward to black creators

25:01 LinkedIn Jobs - Post your first job free at https://www.linkedin.com/angel

26:32 SPACs, startups going public earlier, theories on why "stay private longer" was popular in the 2010s and why 2020s looks like the "go public faster" decade

33:11 Thoughts on selling secondary shares & selling in public markets

36:04 Odoo - Get your first app free & $1000 off your first implementation pack at https://odoo.com/twist

37:36 How the pandemic endgame impacts his investment thesis, Israel's incredible vaccine distribution

47:07 Elad's thesis: product-market driven OVER team driven, importance of market pull in non-obvious markets, using growth rate to determine market size

54:34 Amazon's sustained growth rate, how consumer companies accelerate at scale, big tech's best acquisitions

1:00:49 Self-driving, VTOLs, future tech epicenters, work from home

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