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🔥High Growth Handbook🔥
Scaling Companies From 10 to 10,000
Topics
-Role of CEO
-Hiring Execs
-M&A
-Product
-Other company scaling
Amazon: amazon.com/High-Growth-Handb…
Audible: amazon.com/High-Growth-Handb…
Full book online: growth.eladgil.com/
Excited to lead Series A in @lumaril 🔥
AI for physical production by one of the best teams from @PalantirTech
Today we’re launching Lumaril.
We’re an industrial autonomy company helping America’s existing factories run at their true capacity, with more production and less waste.
The US is home to hundreds of thousands of plants, run by senior operators with decades of tacit knowledge. Much of it is unwritten, and a growing wave of retirements is taking it out the door.
If we let these facilities go dark, we don't just lose great companies and the towns that depend on them. We lose the living blueprints for making the goods and materials this country can’t afford to do without.
Reindustrialization won’t come from new factories alone. The plants we already have are great American businesses, built over generations, with enormous potential to grow. We believe helping them scale is the fastest path to restoring industrial capacity.
We were so excited about @infisical that we led their A & then pre-empted and led their series B
We’re excited to announce we have raised a $40M Series B!
This next round of funding lets us continue to strengthen our secrets, certificate, and access management products.
We'll also expand the capabilities of Agent Vault, so engineers adopting AI agents can give them access without handing over the underlying credentials.
Thank you to @eladgil, @GradientVC, @ycombinator, and our other investors, as well as our customers, community, and team for helping us get here!
Big congrats! Lots to do in security & cyber today 🔥
Today, we’re announcing Infisical’s $40M Series B at a $600M valuation, led by @eladgil.
AI has made it 10x easier to write code, 10x easier to find vulnerabilities, and given autonomous agents access to some very sensitive systems.
The problem is that much of today’s security infrastructure wasn’t built for any of this.
We’re changing this with @infisical. Today, over 1,300 organizations trust us to secure their infrastructure, including Airbus, First American Financial, Hugging Face, OpenRouter, and Wise.
Proud of what our team has built so far. Even more excited about what we have ahead of us.
Back to work.
Elad Gil retweeted
I believe we'll look back at this past week as a turning point in cybersecurity.
AI is fundamentally changing the speed and scale of cyber threats, and the industry needs to move faster.
Today, @Eon_io_ is launching the Data Resilience Initiative, helping companies find and protect their most sensitive data immediately.
Eon is the only data protection company founded this decade, and the only one that can be deployed in a day.
That's why we feel a responsibility to act.
While the cybersecurity industry races to address these new threats, companies can't afford to wait to protect their most critical data.
Traditional data protection solutions were built for a different era.
They still rely on paradigms from the on-prem world, often taking months to deploy.
Eon was built differently.
We help companies quickly discover their most sensitive data, identify protection gaps, secure it with air-gapped backups, detect ransomware, and recover rapidly from attacks.
As part of the Data Resilience Initiative, any company can start deploying Eon today.
To remove barriers to getting protected, we're making Eon available at no cost for the first three months.
We're also calling on other cybersecurity and data protection companies to join the initiative.
Elad Gil retweeted
Introducing Shift-1, a frontier coding router trained on AC2 that reduced coding agent cost by up to 55% with no noticeable drop in quality. Try it at shift.ac.
Elad Gil retweeted
Most impressive thing I’ve ever seen.
I would like to invest my entire net worth in Cognition now
You can buy it here
amazon.com/Built-Grow-Handbo…
Elad Gil retweeted
People who cured / are curing their own cancer on X:
1/ @sytses - bone cancer, billionaire founder of Gitlab, developed 10+ personalized therapies for himself.
2/ @paul_conyngham - shrank his dog Rosie's mast cell cancer tumors after chemo and surgery weren't enough. Now backed by YC and Founders Fund
3/ @miriamgonp - stage 4 breast cancer, tumor sequenced, searching for vaccine manufacturer now
4/ @kevinace - stage 4 lung cancer, angel investor in 300+ companies, first drug stopped working after 18 months. Vaccine designed, now paying $300k out of pocket for the vaccine
5/ @masonbgrant: going founder mode on his his 32-year-old wife's rare liver cancer, sequencing her tumor with AI agents
6/ @ArunRLverma: former product leader at Atoms and Shopify, brain tumor, built a vaccine from his tumor. Now building an AI health agent startup based on what he went through
We're going to make it
Elad Gil retweeted
.@OpenAI reassigned 25% of its production engineers to security.
Then it used its top AI model to find vulnerabilities in its own systems.
President @gdb explains why.
Convo w @gdb cofounder & President of @OpenAI on @NoPriorsPod
01:11 – AI & Math
05:55 – AI Oversight
07:45 – Overcoming Biology Data Bottlenecks
11:28 – Revolutionizing Drug Discovery
16:51 – Dots the Proactive Agent
19:19 – Consumer Agents
22:02 – How UI Will Evolve
26:08 – Cybersecurity in the AI Age
35:49 – OpenAI’s Human-Centric Ethos
Elad Gil retweeted
Vercel CEO Guillermo Rauch (@rauchg) says AI model companies have “zero loyalty” & parts of the AI boom look like the worst parts of the crypto boom:
“There's all kinds of crazy things going on with AI, including people inventing token volumes. There's a lot of free promos. There's a lot of fake ZDR.”
“If I was one of these companies, I would ask, ‘What percentage of my users are here just because I gave them free subsidies on a plan?’”
BREAKING: 60% of Vercel deployments are now driven by AI agents, up from 3% in Jan 2026.
FULL INTERVIEW
Guillermo Rauch (@rauchg), Founder & CEO @Vercel
Stats:
› 80% of AI Gateway token volume comes from open models
› 10 years to reach 1B deployments, then another 1.5B in just 10 months
"The machines have taken over."
I sat down with G at Vercel's SF HQ to discuss how AI is changing software development, infrastructure & the economics of SaaS.
Vercel has reportedly reached $600M in annualized revenue, up 148% YoY, with 485K+ paying teams and a $9.3B valuation. Customers include SpaceX, OpenAI, Meta, Stripe, Brex, Shopify, DoorDash, & Polymarket.
P.S. Guillermo mentions "code" 145 times throughout our conversation. His thesis is that AI agents are making code effectively free, fundamentally changing what companies build versus buy.
"You buy Vercel as the platform, & then you never have to buy software again because you can just generate it to your needs."
We cover:
› The shift from human-facing websites to agent-native interfaces, MCP & agentic commerce with Stripe, Shopify & DoorDash
› Why free code changes SaaS economics for Salesforce & SAP, software development & the role of engineers at Meta, SpaceX & Mercedes F1
› Open vs. closed models, including why ~80% of token volume on Vercel’s AI Gateway now goes to open models like Moonshot’s Kimi & DeepSeek
› Unpacking frontier: OpenAI, Anthropic, Gemini & xAI
› Agent autonomy, prompt injection, sandboxing & enterprise security after OpenAI’s Hugging Face breach
› Model routing, growing compute demand & the future of serverless infrastructure
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Guillermo Rauch, Founder & CEO at Vercel
(03:32) The simplest advice for going viral
(07:24) How Vercel became the index of AI
(11:34) The CEO who still ships code on weekends
(14:34) Robots writing code for robots
(17:57) The web's next users aren't human
(21:15) Is ChatGPT reading your website right now?
(24:21) Minority Report is becoming real software
(29:16) The end of SaaS & the rise of personal software
(34:07) AI agents are soldiers with no frontal lobe
(45:42) AI hackers & the coming cyber war
(47:55) The $1M challenge to hack Vercel's sandbox
(52:10) 80% of tokens now go to open models
(59:00) The biggest risk for frontier labs
(1:04:00) Can AI labs survive the public markets?
(1:06:28) Why AI has Silicon Valley working 7-7-7
(1:07:23) "The thing you fell in love with is gone"
(1:16:56) Your vibe-coded demo won't get you hired
(1:22:22) The hardest part of running a company is keeping it simple
(1:27:01) Why no company can run all its AI apps 24/7
Congrats
hello world 🌱
we built a wellness app for your money.
mary & pip is live: apps.apple.com/us/app/mary-p…
your everyday app for saving, investing and building better money habits.
Elad Gil retweeted
hello world 🌱
we built a wellness app for your money.
mary & pip is live: apps.apple.com/us/app/mary-p…
your everyday app for saving, investing and building better money habits.
Convo w @gdb cofounder & President of @OpenAI on @NoPriorsPod
01:11 – AI & Math
05:55 – AI Oversight
07:45 – Overcoming Biology Data Bottlenecks
11:28 – Revolutionizing Drug Discovery
16:51 – Dots the Proactive Agent
19:19 – Consumer Agents
22:02 – How UI Will Evolve
26:08 – Cybersecurity in the AI Age
35:49 – OpenAI’s Human-Centric Ethos
Elad Gil retweeted
It was nice to collaborate with the Anthropic team on this!
Observability is incredibly important for agents. Not just to understand if they are reliable, or even working, but to learn from their behavior and build better and safer products.
AI growth rates are 🤯
Today we're announcing that Modal has crossed $1B in annualized run rate, as well as raised a $750M Series D at a $15.75B valuation, led by @Accel.
Since our Series C, usage has tripled and we’ve grown more than 15x year-over-year.
We are deeply grateful to the developers and companies building on Modal. There's still so much more to build, and we can't think of a better time to be building software.
Exciting. Also love the self-improvement - see hone.com/blog/closing-the-ga…
Today Hone launches Engines: AI that owns business outcomes.
Chatbots give answers. Agents do tasks. Engines deliver outcomes, and we hold them responsible for creating real value, measured in actual dollars instead of tokens or vibes.
You point it at a business metric, and the Engine figures out the rest. It onboards itself, builds the necessary agents, skills, and memories, collaborates with the right people, and gets better with experience.
From AI leaders to global enterprises, our customers have already used Engines to:
• Uncover millions in procurement savings
• Optimize product funnels
• Manage credit risk
• Increase qualified pipeline in new territories
• Accelerate implementations and improve account management
To scale this impact across the economy, we’ve raised a $60M seed led by Benchmark and Index with participation from Elad Gil, Hanabi, Definition, Diffusion, Lux, SV Angel, and Align.
AI’s raw capabilities are far ahead of the value it creates in the real world, and Engines will help close the gap.
Here’s how they work…