The Knowledge Project: A Farnam Street Podcast

What if the world’s most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered geographically throughout history, from Renaissance Florence to Silicon Valley, where today 25% of global tech wealth is created. We get into why he believes AI is dramatically under-hyped and still under-appreciated, why remote work hampers innovation, and the self-inflicted wounds that he's seen kill most startups.   This is a masterclass in pattern recognition from one of tech's most consistent and accurate forecasters, revealing the counterintuitive principles behind identifying world-changing ideas.  Disclaimer: This episode was recorded in January. The pace of AI development is staggering, and some of what we discussed has already evolved. But the mental models Elad shares about strategy, judgment, and high-agency thinking are