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.
Fractile develops high-speed inference chips designed to accelerate the deployment of large-scale AI models by prioritizing memory bandwidth over traditional flop-centric architectures. By adopting a full-stack approach that integrates front-end design with physical implementation, the company bypasses the limitations ...
Sequence Holdings operates as a permanent holding company dedicated to "refounding" incumbent businesses into AI-driven market leaders. By bypassing traditional private equity’s short-term exit incentives, the firm aligns capital with long-term technological transformation. Central to this approach is the "Atlas" platf...
Diffusion models represent a significant shift in generative AI, offering a more parallel and efficient alternative to traditional autoregressive architectures. While autoregressive models process data sequentially, diffusion models enable coarse-to-fine generation, mapping more effectively to GPU hardware and reducing...
Brian Armstrong, CEO of Coinbase and co-founder of New Limit, details the integration of financial services with artificial intelligence, termed "agentic finance." AI agents require independent financial accounts to perform autonomous tasks, such as micro-payments for data or services, which traditional banking rails s...
Microprocessors remain the fundamental orchestrators of all computing, serving as the critical infrastructure for AI development despite the rise of specialized accelerators. Rene Haas, CEO of Arm, highlights how the industry is shifting toward compute subsystems to reduce design cycles, which are increasingly optimize...
Enterprise data infrastructure is undergoing a fundamental shift as organizations prioritize proprietary data as their most valuable asset in the AI era. This transition is evidenced by corporate acquisitions focused solely on data sets, such as Google’s purchase of Spirit Airlines' data, to train and fine-tune models....
The brain functions as a computer, a biological system that processes information through specific physical arrangements. Max Hodak, CEO of Science, leverages this understanding to develop medical devices that restore lost functions, such as the PRIMA retinal prosthesis, which recently received European regulatory appr...
Chess.com has evolved from a niche passion project into a dominant platform with 250 million members, driven by cultural milestones like The Queen's Gambit and a relentless focus on user experience. Founder Erik Allebest emphasizes that AI serves as a powerful partner in human skill acquisition rather than an existenti...
The rapid emergence of trillion-dollar AI companies represents a punctuated equilibrium in technological history, shifting from traditional 20-year growth cycles to compressed five-year inflections. While market enthusiasm remains high, the velocity required to reach multi-trillion-dollar valuations within a few years ...
Netic leverages AI to automate mission-critical operations for essential service industries, including HVAC, plumbing, and pet care. By deploying autonomous agents to handle customer interactions, scheduling, and complex operational decision-making, the platform enables large enterprises to scale without linear increas...
DoorDash co-founders Andy Fang and Stanley Tang detail the company's transition into an AI-first, agentic commerce platform. By leveraging natural language interfaces, DoorDash enables users to discover new restaurants and optimize grocery shopping, resulting in 50% more diverse restaurant orders and 40% larger grocery...
The travel industry faces a transformative era where AI-driven agents, such as Booking Holdings' "Penny," redefine customer interaction by managing complex, multi-destination itineraries and providing real-time problem resolution. While competitive advantages like massive scale and proprietary inventory remain durable,...
Valar Atomics aims to make nuclear energy ten times cheaper by treating reactor development as a hardware execution problem rather than a design or simulation exercise. By prioritizing rapid iteration and vertical integration—such as inventing proprietary high-density concrete and building custom reactor protection sys...
AI model evaluation currently suffers from a flawed reliance on static benchmarks that ignore the impact of test-time compute. As models like those developed at OpenAI demonstrate, performance is a function of the compute budget allocated to a task, meaning traditional benchmark grids fail to capture true capability. T...
Semiconductor industry veteran Lip Bu Tan outlines a strategic vision for revitalizing Intel through cultural transformation, increased accountability, and a focus on next-generation leadership products. As AI demand shifts the landscape, CPUs and advanced packaging have become critical bottlenecks, necessitating a mov...
Biohub accelerates scientific discovery by integrating frontier AI with advanced biological research to create hierarchical world models of human biology. By shifting from traditional, siloed research to open-source, collaborative tool development, the initiative empowers the global scientific community to address the ...
The current AI transition centers on building agentic systems that transform how enterprises capture value, moving beyond simple model usage to creating proprietary, compounding intelligence. Satya Nadella emphasizes that the next phase of platform development requires companies to construct "harnesses"—the integration...
Autonomous AI agents introduce exponential security risks to enterprises, ranging from accidental data deletion to unauthorized code publication, necessitating a new paradigm for oversight. Traditional security tools fail to address these threats because they lack visibility into the intent behind agentic actions. Onyx...
Cerebras CEO Andrew Feldman details the company’s transition from a contrarian hardware startup to a $63 billion public entity focused on high-speed AI inference. By utilizing a unique wafer-scale architecture—a single 46,000 square millimeter chip—the company achieves inference speeds 15 to 20 times faster than standa...
Pax Silica functions as an economic security coalition involving 14 nations, designed to secure AI supply chains through an ecosystem-based approach rather than government-operated infrastructure. Jacob Helberg, Undersecretary of State for Economic Affairs, details the "Forward Deployed Industrial Base" in the Philippi...
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