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Conviction · Technology

No Priors: Artificial Intelligence | Technology | Startups

At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to [email protected]. Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners. Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.

Episodes

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The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO

02 Oct 2026
35m
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AI inference requires a fundamental shift in chip architecture, moving beyond traditional flop-centric designs to prioritize extreme memory bandwidth. Fractile, led by CEO Walter Goodwin, addresses this by developing chips that enable multi-trillion parameter models to run at thousands of tokens per second. By moving a...

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Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee

24 Sep 2026
42m
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Why Diffusion Will Win AI Inference with Inception Co-Founder and CEO Stefano Ermon

18 Sep 2026
38m
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Coinbase’s Everything Exchange: Agentic Finance, Stablecoins, and Tokenization with CEO Brian Armstrong

10 Sep 2026
45m
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Redefining Chip Architecture with Arm CEO Rene Haas

03 Sep 2026
37m
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Arm CEO Rene Haas details the company's strategic evolution from a pure IP licensing model to providing compute subsystems and physical chip products, driven by the industry's need for faster time-to-market. While AI accelerators dominate current headlines, CPUs remain the essential heart of all computing, responsible ...

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Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein

27 Aug 2026
34m
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From Restoring Sight to Reimagining the Brain, with Max Hodak

20 Aug 2026
31m
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How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor

13 Aug 2026
1h 1m
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Building a $200M Bootstrapped Chess Empire with Chess.com CEO Erik Allebest

13 Aug 2026
46m
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Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad

06 Aug 2026
39m
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Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

31 Jul 2026
34m
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Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang

23 Jul 2026
49m
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Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

09 Jul 2026
41m
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Why Traditional Benchmarks Fail Modern AI Models with OpenAI Research Scientist Noam Brown

26 Jun 2026
36m
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Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

18 Jun 2026
44m
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Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives

10 Jun 2026
56m
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We Need An Ecosystem in AI, And Every Company Can Win A Place In It

04 Jun 2026
42m
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Microsoft’s AI strategy centers on fostering an ecosystem where enterprises leverage multi-modal "harnesses" to build proprietary, frontier-level intelligence. By integrating private evaluations, specific business data, and specialized tools, companies can move beyond generalist models to create durable, compounding va...

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Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

28 May 2026
41m
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The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

21 May 2026
30m
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Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman

11 May 2026
22m
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Long Lake Management is pioneering "AI take-privates" by acquiring established, service-oriented companies and integrating its proprietary "Nexus" AI platform to drive growth and operational efficiency. Rather than traditional private equity strategies focused on aggressive cost-cutting, this model prioritizes long-ter...

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