{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Next New Thing","title":"Investor Elad Gil’s next moves","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/cc755eec\"></iframe>","width":"100%","height":180,"duration":2712,"description":"Presented by Zapier\nhttps://zapier.com/\nEpisode Highlights / Timestamps\n00:00 The first billion-dollar solo company (Minecraft)\n00:27 Elad’s investing track record\n01:12 What “making it” really means\n04:03 Where today’s “toys” become tomorrow’s giants\n08:51 AI puts building power in millions of hands\n09:45 Will more builders mean smaller outcomes?\n13:03 AI service shops and vertical software\n15:00 AI cutting permitting time from months to hours\n16:39 Does AI replace CRMs and SaaS?\n19:12 Is off-the-shelf software dead?\n23:15 The shift from seats to AI labor units\n27:36 Alexandria: translating the world’s most important books\n30:36 How Elad uses AI personally\n35:06 Where new AI ideas come from\n37:48 What’s exciting for the next decade\n“The first billion-dollar one-person company? That already happened. It was Minecraft.”\nIn this episode of The Next New Thing, Andrew Warner sits down with legendary investor Elad Gil — early backer of companies like Airbnb, Coinbase, Stripe, Instacart, and more — to talk about where AI is really going… and what founders are getting wrong.\nElad argues that we’re still in the early innings of AI — and that “software is AI.” The shift isn’t just better SaaS. It’s a move from seat-based software to metered digital labor. From buying tools… to buying units of work.\nThey discuss:\nWhether “toy” AI apps can become real businesses\nWhy small vibe-coded projects can turn into giant companies\nThe agent shift (and why it changes TAM completely)\nHow AI eats into labor markets, not just software categories\nWhether CRMs, ERPs, and landing page tools survive\nWhy some companies should be bought and rebuilt with AI\nThe real opportunity in foundation models beyond language\nElad also shares what he’s personally experimenting with — scraping and interrogating large datasets using Claude, OpenAI, and Deep Research — and why he believes the next decade will look like the early SaaS boom… but bigger.\nAnd in a surprising turn, he talks about something very...","thumbnail_url":"https://img.transistorcdn.com/NyHHieTlmHDUHZCr0-GqsmgcxwwW_QdWcFQKUIrpKnI/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mZGY1/YWFlNGYzMTA0ZWY1/ZmRlNGY0NDIxMjA0/ZDQyYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}