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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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Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

01 May 2026
42m
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SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig

23 Apr 2026
45m
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Scaling Global Organizations in the Age of AI with ServiceNow CEO Bill McDermott

17 Apr 2026
57m
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Enterprise technology leadership in the age of AI centers on the strategic integration of language models with robust workflow platforms. ServiceNow CEO Bill McDermott emphasizes that while AI models provide rapid insights, they lack the deterministic reliability and deep organizational context required for mission-cri...

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The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

09 Apr 2026
44m
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The conversation centers on the evolution and potential of stablecoins, particularly USDC, as a foundational element for future economic systems. Circle CEO Jeremy Allaire discusses the origins of Circle and the vision of creating a protocol for dollars on the internet, emphasizing the importance of full reserve money ...

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AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus

03 Apr 2026
29m
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Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI

20 Mar 2026
1h 6m
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The conversation centers on the transformative impact of AI coding agents on software engineering and research. Andrej Karpathy shares his experience of shifting from directly writing code to primarily delegating tasks to AI agents, leading to a state of "AI psychosis" driven by the need to explore the expanded possibi...

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From Coder to Manager: Navigating the Shift to Agentic Engineering with Notion Co-Founder Simon Last

12 Mar 2026
29m
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Notion's co-founder, Simon Last, discusses Notion's AI-driven evolution, shifting from a tool for direct human work to a platform for managing AI agents. A key element of this shift is Notion's embrace of coding agents, which has dramatically altered their engineering and product development processes, enabling rapid p...

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How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari

26 Feb 2026
36m
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The AI compute buildup and its financial underpinnings are examined through a conversation with Neil Tewari of Magnetar Capital. Tewari explains Magnetar's role in providing creative financing for capital-intensive AI infrastructure, including their early investment in CoreWeave. He highlights the shift in debt structu...

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From SaaS to AI-First: How Companies Are Reshaping Innovation

19 Feb 2026
40m
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The podcast explores whether the "SaaSpocalypse" or the end of software is near, questioning if AI will replace SaaS solutions or if the market is overreacting. They argue that while AI offers productivity boosts for engineers, the demand for software is so high that these gains are quickly absorbed. The conversation h...

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Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

12 Feb 2026
31m
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Introducing 4D Creation Open Beta: NPCs, 4D Worlds, and the Future of Gaming with Roblox CEO Dave Baszucki

05 Feb 2026
43m
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Why Cryopreservation is No Longer Science Fiction with Until Co-founder and CEO Laura Deming

29 Jan 2026
30m
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No Priors Live: Building Durable Software in the AI Age with MongoDB President & CEO CJ Desai

22 Jan 2026
36m
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The discussion centers on the future of software, SaaS, and where value will reside, particularly with the rise of AI. CJ Desai emphasizes that platforms are more durable than products, advocating for companies to build platforms to achieve stickiness through multiple integrated products and deep integrations within cu...

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AI and the Future of Warfare with US Under Secretary of War Emil Michael

15 Jan 2026
44m
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NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

08 Jan 2026
1h 16m
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The 2026 AI Forecast: Foundation Models, IPOs, and Robotics with Sarah Guo and Elad Gil

19 Dec 2025
40m
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In this episode of No Priors, Sarah Guo and Elad Gil reflect on the past year in AI and make predictions for 2026. They discuss the rapid growth and mainstream adoption of AI, highlighting key developments like ChatGPT, Gemini, and advancements in AI coding and enterprise adoption. They anticipate a potential market co...

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The Future of Voice AI: Agents, Dubbing, and Real-Time Translation with ElevenLabs Co-Founder Mati Staniszewski

11 Dec 2025
41m
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Scaling Legal AI and Building Next-Generation Law Firms with Harvey Co-Founder and President Gabe Pereyra

05 Dec 2025
44m
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Sunday Robotics: Scaling the Home Robot Revolution with Co-Founders Tony Zhao and Cheng Chi

19 Nov 2025
39m
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How AI Will Accelerate Breakthroughs in Biotechnology with Benchling CEO Sajith Wickramasekara

13 Nov 2025
48m
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