Startup Strategy

Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein

Aug 27, 2026 · 34:51

Eon co-founders Ofir Ehrlich and Gonen Stein join Elad Gil to argue that data, not compute or models, is the enterprise's moat, and their cloud backup now serves as a data foundation for AI. They cite Google's $10 million purchase of Spirit Airlines' data as proof that real-world data is gold, and say Eon maps, classifies, and masks scattered data to feed LLMs without breaking security or compliance. They warn that AI agents with legitimate permissions are creating ransomware-scale threats at extreme velocity, so companies must assume breach from non-human actors. They contrast the slow cloud era with today's faster, fear-driven AI adoption, where forward-deployed engineers and PLG reshape how legacy enterprises buy software. They say agents multiply actors, making dashboards essential.

Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture

Aug 6, 2026 · 39:30

Sarah Guo and Elad Gil debate trillion-dollar company prospects, arguing that after Anthropic, OpenAI, and SpaceX hit that mark in five years, few more will repeat the pace; they see many hundred-billion-dollar opportunities. They urge founders not to retreat to niche markets out of fear of AI labs, and advise most to consider selling in a 12-to-18-month window if they aren't capturing value as costs fall. On compute, they frame token budgets as scarce, needing return-on-invested-tokens thinking. They assess lab belief that coding is solved within six months and light RSI by end of next year, while noting 18-month forecasts have repeatedly missed. Finally, they warn California's billionaire tax and exit-tax plans push founders to Texas, and that overcorrecting on AI safety risks repeating the regulatory capture that stalled nuclear power.