Elad Gil on which AI markets don't have winners yet

he opportunity map: open markets to build in, the traction stack investors trust, real vs theater in agents, the layoff reality, raise and exit timing, and new areas to watch

Hey everybody, welcome to The AI Opportunity.

Here I distill the best money-making opportunities before they hit the mainstream. Most of this newsletter is for paid subscribers, so if you want full access, subscribe today.

The last few months in AI have been wild. A few players look like early winners, but the big questions remain:

Are we in a bubble?

Where’s the real opportunity right now?

I’ve been deep-diving the market. One voice I trust is Elad Gil — entrepreneur, author of High Growth Handbook, and one of the most respected angel investors in Silicon Valley.

For those who don’t know Elad. Here’s his bio.

So, he recently broke down in one of his panels his notions about the future of AI:

1. Where winners are still undecided in AI (and where is the opportunity)

2. How to analise traction in AI companies and the only revenues that matter

3. Are Agents a real thing or just marketing?

4. What’s the truth about AI Layoffs

5. When to raise, when to reprice, and how to prepare for exits

6. Hot areas in the market beyond AI software