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

Check out Elad's Website: http://eladgil.com FOLLOW Elad: https://twitter.com/eladgil FOLLOW Jason: https://linktr.ee/calacanis Thanks to our partners: OurCrowd - Sign up for a free account at https://www.ourcrowd.com/twist LinkedIn Jobs - Post your first job free at https://www.linkedin.com/angel Odoo - Get your first app free & $1000 off your first implementation pack at https://odoo.com/twist 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