Participated via Elad Gil & Co in Cambridge Aerospace's $300M Series C at a $3.4B valuation. The company develops air defence technology including the Skyhammer low-cost interceptor. Previously co-led Series B ($200M at $1.3B) in April 2026.
Participated in Cognition's Series D round of over $1B at a $26B valuation. Cognition builds Devin, the AI software engineer. The company has grown to $492M run-rate revenue and enterprise usage grew >10x since start of year.
Elad Gil appeared on The Tim Ferriss Show discussing AI market dynamics, compute constraints, the "distributed IPO" of AI researchers, advice for founders to consider exiting in 12-18 months, and his investment philosophy.
Published an essay on the AI frontier covering AI as % of GDP, distributed IPO of AI researchers, compute constraints reinforcing oligopoly, tokens as new currency, hidden layoffs impacting developing world, and advice that most AI companies should consider exiting in 12-18 months.