4.8 • 1.1K Ratings
🗓️ 16 December 2024
⏱️ 78 minutes
🧾️ Download transcript
What are the best investing opportunities in Tech for 2025?
Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.
In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.
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TIMESTAMPS
0:00 Intro
6:02 AI in 2024
8:21 The Future of AI
12:35 Where are we on the S Curve?
17:38 AI vs Other Tech Revolutions
20:23 Are we in a Bubble?
23:59 Evolution of AI
29:06 AI x Crypto
34:12 Centralized vs Decentralized AI
37:46 AI Agents
42:32 Doomsday Scenario
47:16 Raw Crypto
52:28 Order of Trends
55:06 Silicon Valley on Crypto
58:14 Crypto Founders vs Tech Founders
1:01:27 Politics & Tech
1:14:36 Advice for 2025
1:17:13 Closing & Disclaimers
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RESOURCES
Elad Gil
https://x.com/eladgil
Elad Gil Website
https://eladgil.com/
No Priors Podcast
https://www.youtube.com/@NoPriorsPodcast
Prime Open sources their 10B parameter training run
https://x.com/PrimeIntellect/status/1862607165669900407
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Click on a timestamp to play from that location
0:00.0 | I do think that to some extent one could argue that there will have been three ages of humanity, right? |
0:05.5 | The first age is all the compute is roughly humans and then other animals. |
0:11.3 | The second age of humanity is probably this, what we have right now, which is there's some split between humans and machines, |
0:17.3 | and humans are directing the activity and all the rest. |
0:19.9 | And probably the third age |
0:21.1 | is the age of machine intelligence, right? Where that's the predominant form of compute and |
0:25.6 | intelligence on the planet. Welcome to bankless, where today we explore the frontier of |
0:33.6 | tech investing. This is Ryan Sean Adams. I'm here with David Hoffman, and we're here to help you |
0:38.1 | become more bankless. I led with tech investing. I mean, crypto, of course, is a form of tech |
0:43.6 | investing. We're talking a little broader than that. We're talking not just crypto. We're talking |
0:47.9 | about AI today. We have unicorn tech investor, Eli, Gil, on the podcast. He's giving us the Silicon Valley take on AI, |
0:55.7 | crypto, and also Silicon Valley's involvement in politics, particularly the recent involvement. |
1:01.8 | So this is one part getting up to speed on everything that's going on in AI, and Elad provides |
1:08.3 | a master class in that. And then we talk about the intersection of AI and |
1:11.7 | crypto in his take on that. And then politics. How will tech flourish under the new administration? |
1:18.1 | What changes have we seen in the last year? Elad probably knows as much about AI as Ryan and I, |
1:24.7 | bankless, knows about crypto, and vice versa. |
1:29.5 | He knows about crypto. |
1:32.6 | It's about the same amount that I think we know about AI. |
1:35.1 | So we really start off picking his AI brain. |
1:41.2 | But he's just familiar with the growth of markets, the growth of tech, having seen the rise of the Internet. |
1:46.9 | And so not only is he intimately familiar with these tech sectors, especially AI, |
... |
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