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Elad Gil’s 3 archetypes of hyper-successful founders
Elad Gil has invested in and advised some of the largest companies in the world, including Stripe, Airbnb, Figma, Instacart, and Coinbase.
When asked what made the founders of these companies so successful, Elad replies:
“I think a lot of it is: Do you end up in the right market? Is the market big enough? Is it growing? Is it dynamic in the right way? I think half of it just is that you find the right market…. So you need the right market, but within that, there are tons of people who enter these markets and do horribly. So what’s different?”
He notices that hyper-successful founders tend to fall into three buckets:
“The first one is the polymathic, hyper-intellectual, yet very competitive person. And that’s probably Patrick and John [Collison] from Stripe. That was Larry and Sergey when I worked at Google — they were very polymathic, very deep on everything.”
He continues:
“I think the second one is the super hardcore, extremely focused, really really driven, overdrive founder. That may be Travis [Kalanick] from Uber… And I think there are almost signals of those because a lot of people in our ecosystem now, for example, are doing angel investing or they’re involved with lots of other companies while they’re running their own company. And this second class of founders doesn’t do any of that. They say no to everything, and they’re all-in on one thing.”
Joe Lonsdale adds that this second type reminds him of Peter Thiel or Elon Musk in the early days:
“I feel like Elon used to be more that way because he literally would say no to everything.”
And then the third type of founder is one who is early to a network effects business:
“If you have something that has network effects, you’re going to do well.”
Video source: @AmOptimistShow @JTLonsdale (2024)
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Elad Gil’s 3 archetypes of hyper-successful founders
Elad Gil has invested in and advised some of the largest companies in the world, including Stripe, Airbnb, Figma, Instacart, and Coinbase.
When asked what made the founders of these companies so successful, Elad replies:
“I think a lot of it is: Do you end up in the right market? Is the market big enough? Is it growing? Is it dynamic in the right way? I think half of it just is that you find the right market…. So you need the right market, but within that, there are tons of people who enter these markets and do horribly. So what’s different?”
He notices that hyper-successful founders tend to fall into three buckets:
“The first one is the polymathic, hyper-intellectual, yet very competitive person. And that’s probably Patrick and John [Collison] from Stripe. That was Larry and Sergey when I worked at Google — they were very polymathic, very deep on everything.”
He continues:
“I think the second one is the super hardcore, extremely focused, really really driven, overdrive founder. That may be Travis [Kalanick] from Uber… And I think there are almost signals of those because a lot of people in our ecosystem now, for example, are doing angel investing or they’re involved with lots of other companies while they’re running their own company. And this second class of founders doesn’t do any of that. They say no to everything, and they’re all-in on one thing.”
Joe Lonsdale adds that this second type reminds him of Peter Thiel or Elon Musk in the early days:
“I feel like Elon used to be more that way because he literally would say no to everything.”
And then the third type of founder is one who is early to a network effects business:
“If you have something that has network effects, you’re going to do well.”
Video source: @AmOptimistShow @JTLonsdale (2024)
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RT @godofprompt: Claude is the smartest AI right now.
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As you can see, growth has re-accelerated in both segments in Q2 and Q3
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Amazon $AMZN Q3 2025 Report 🗓️
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They use 5 techniques that turn mediocre outputs into production-grade results.
I spent 3 weeks reverse-engineering their methods.
Here's what actually works (steal the prompts + techniques) 👇 https://t.co/aySb1ZC9Rc
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The Few Bets That Matter
$NVO wasn’t a buy when I wrote this post.
It is one today.
Not just because of price action (even if it matters), but because the fundamentals changed.
🔹 GLP-1 pill got approved and commercialized ~2 months after my post
🔹 Early demand looks strong (still early, but encouraging)
🔹 $LLY pill got delayed at least 3 months → time to grab share
🔹 Price action finally shows real bids from buyers
That’s how markets work: with catalysts. And investors should adapt when facts change.
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$NVO wasn’t a buy when I wrote this post.
It is one today.
Not just because of price action (even if it matters), but because the fundamentals changed.
🔹 GLP-1 pill got approved and commercialized ~2 months after my post
🔹 Early demand looks strong (still early, but encouraging)
🔹 $LLY pill got delayed at least 3 months → time to grab share
🔹 Price action finally shows real bids from buyers
That’s how markets work: with catalysts. And investors should adapt when facts change.
$NVO is NOT cheap and NOT a buy right now.
GLP-1 was supposed to drive growth but market share is slipping in favor of competition. Growth guidance was cut twice and there are no near-term catalysts nor clarity on what the future will be like.
Lower growth → lower cash generation → lower multiples.
This is how the market works. Comparing today's valuation to the last two years' is like comparing apples to bananas. Conditions changed.
$NVO is a fantastic company. Just not a great stock, yet. There are no reasons to rush any purchase, better be patient. tweet
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The Few Bets That Matter
$NVO is down 5% today on the European market, on correct volume. There is some fear.
Liquidity isn't comparable to the U.S: market so tomorrow will be interesting, I am still a buyer if we see a meaningful pullback.
Target's around ~$55, 13% lower than Friday's close. Less if we open where the European market closed.
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$NVO is down 5% today on the European market, on correct volume. There is some fear.
Liquidity isn't comparable to the U.S: market so tomorrow will be interesting, I am still a buyer if we see a meaningful pullback.
Target's around ~$55, 13% lower than Friday's close. Less if we open where the European market closed.
$NVO wasn’t a buy when I wrote this post.
It is one today.
Not just because of price action (even if it matters), but because the fundamentals changed.
🔹 GLP-1 pill got approved and commercialized ~2 months after my post
🔹 Early demand looks strong (still early, but encouraging)
🔹 $LLY pill got delayed at least 3 months → time to grab share
🔹 Price action finally shows real bids from buyers
That’s how markets work: with catalysts. And investors should adapt when facts change. tweet