Elad Gil
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
12
// PORTFOLIO VALUATION (TRACKED)
$133.5B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
20
// THREAT LEVEL DISTRIBUTION
- ARMED4 · 33.3%
- NARRATIVE ENGINE3 · 25%
- DANGEROUS2 · 16.7%
- HUNTED1 · 8.3%
- VAPORWARE ASCENDANT1 · 8.3%
- PAPER TIGER1 · 8.3%
Based on 12 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Elad Gil.
Master the entire 2,033-investor intelligence network.
Stop analyzing one fund at a time. Instantly filter every VC, angel investor, and corporate fund by sector, stage, and portfolio performance. Find every fund backing your specific market vertical. See which investors have the best and worst track records — ranked by WOWL hit rate and miss rate across 1,032 unicorn companies.
2,033 investors tracked · 1,032 portfolio companies assessed
Acquire Intel →// 5 TIERS · PAYPAL SECURED
// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
12 companies · $133.5B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Anduril | ai | $28B | SERIES_D | 2022 | DANGEROUS |
| Cognition AI | ai | $26B | SERIES_A | 2024 | NARRATIVE ENGINE |
| Perplexity AI | ai | $20B | SEED | 2022 | ARMED |
| Mistral AI | ai | $14B | SERIES_B | 2024 | NARRATIVE ENGINE |
| Helsing | aerospace | $14B | SERIES_B | 2023 | DANGEROUS |
| Harvey | ai | $11B | SERIES_B | 2023 | NARRATIVE ENGINE |
| Notion | productivity | $10B | SERIES_B | 2020 | ARMED |
| Saronic | autonomy | $4B | SEED | 2022 | ARMED |
| Gamma | ai | $2.1B | SERIES_A | 2022 | HUNTED |
| Magic | developer tools | $1.6B | SEED | 2023 | VAPORWARE ASCENDANT |
| Pika | generative ai | $1.5B | SEED | 2023 | PAPER TIGER |
| Applied Intuition | ai | $1.25B | SERIES_C | 2021 | ARMED |
// RECENT ACTIVITY
- Cognition AISERIES_A2024$21M
- Cognition AISERIES_B2024$175M
- Perplexity AISERIES_B2024$73.6MCO-INVESTORS
- SaronicSERIES_B2024$175M
- Mistral AISERIES_B2024$112M
// WOWL ASSESSMENT
Elad Gil runs a concentrated AI weapons portfolio masquerading as a diversified tech fund. Twelve bets total $133B in paper valuation — seven are AI companies, four carry DANGEROUS or NARRATIVE ENGINE labels. The $28B Anduril position anchors the portfolio, but five of his top six holdings are AI infrastructure plays trading at post-ChatGPT multiples. No exits, no bankruptcies, no price discovery — pure 2023-2024 vintage exposure with zero validation.
Gil's $28B Anduril position delivers the portfolio's credibility — Palmer Luckey built real revenue selling autonomous systems to DOD and allies. But Cognition AI at $26B and Harvey at $11B are pure narrative — neither has disclosed revenue, customer count, or model performance benchmarks. Perplexity and Mistral trade on foundation model hype without proving differentiated moats. Notion remains the sole non-AI anchor with actual product-market fit. The 16.7% hit rate reflects two winners (Anduril, Notion) in a portfolio of twelve — the other ten are untested.
// THREAT LEVEL: DANGEROUS
VERDICT: The Anduril bet was prescient in 2017; the 2023 AI deployment spree was momentum chasing.
// WHY WOWLS WATCHES
When the AI infrastructure shakeout begins, Gil's portfolio will reprice as a single correlated asset — not twelve independent bets. The defense plays (Anduril, Helsing, Saronic) survive; the reasoning-engine narratives (Cognition, Harvey, Magic) face existential model compression risk from OpenAI and Anthropic.
// SIMILAR FUNDS
// PACK DEBATE
// PACK DEBATE — be the first to weigh in
Google account required — no spam, no nonsense
// LOADING INTEL…
// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
// ENGAGE THE FULL ARSENAL
Done reading on Elad Gil?
Unlock the entire 1,032-company hitlist and 2,033 investor contacts.
Full portfolio breakdowns. Founder dossiers. VC outreach data. Threat level intel updated continuously.
→ Deploy 5-Tier Order Form// ARBAN · ZUUN · MINGHAN · TUMEN · KHAN