- #70 Technologie
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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 show@no-priors.com.
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.
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Taking on ServiceNow: Coding Agents the Rest of Us with Serval Co-Founder and CEO Jake Stauch
What happens when you put code-generation agents in the hands of enterprise IT teams? With Serval, you get a system where it's easy for everyone to be a builder. Sarah Guo and Elad Gil sit down with Serval co-founder and CEO Jake Stauch to
Democratizing Security for the Agentic Web with Cloudflare CTO Dane Knecht
In the transition to the agentic web, security has become an afterthought. Now, organizations are racing to figure out what AI security means, and how to keep their data safe. Live from Cloudflare Connect, Sarah Guo sits down with Cloudflar
The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents
Adversaries are already running AI agents, and the fastest attacks now play out in seconds. Sarah Guo and Elad Gil sit down with CrowdStrike president and CEO George Kurtz on what AI-equipped attackers mean for enterprise security. George e
The Changing Physics of Cybersecurity and Drug Development with OpenAI President Greg Brockman
Technology has always been the fundamental driver of improvement for human quality of life. And with the recent rollout of advanced frontier models, like OpenAI’s GPT-6, humanity can now massively accelerate scientific discovery for its ben
Beam: The Great American Open Model with ReflectionAI Co-Founder and CEO Misha Laskin
Is the future of frontier AI open or closed? ReflectionAI co-founder and CEO Misha Laskin joins Sarah Guo and Elad Gil to discuss the launch of Beam, the company’s 500 billion parameter open-weight reasoning model. Misha breaks down the pre
Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile
Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he’s made on the future of the chip market as other major players like Broadcom, NVIDIA, and AMD try to accelerate their workloads.
Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee
Can AI transform legacy incumbents rather than replacing them? Sequence Holdings co-founder and CEO Michael Lee joins Sarah Guo to discuss how holding company structures and engineering integrations are reshaping market leaders from the ins
Why Diffusion Will Win AI Inference with Inception Co-Founder and CEO Stefano Ermon
As generative AI hits hardware and latency bottlenecks, Stanford professor, diffusion pioneer, and Inception co-founder and CEO Stefano Ermon is betting on a radical new architecture. Stefano joins Sarah Guo to talk about Inception, and how
Coinbase’s Everything Exchange: Agentic Finance, Stablecoins, and Tokenization with CEO Brian Armstrong
From the tokenization of real-world assets to funding research on anti-aging therapeutics, Coinbase co-founder and CEO Brian Armstrong is focused on solving meta-problems for the benefit of society. Brian joins Elad Gil this episode to disc
Redefining Chip Architecture with Arm CEO Rene Haas
From data center orchestrators to AGI and robotics, CPUs remain the heart of modern computing. Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explore how Arm is positioned at the epicenter of AI-driven demands for compute. Rene explains
Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
Google’s purchase of Spirit Airlines’ data out of bankruptcy signaled a shift in how the tech world values real-world datasets. Although compute and models get much of the attention, in this landscape, it’s data that is a company’s protecti
From Restoring Sight to Reimagining the Brain, with Max Hodak
Max Hodak, co-founder and CEO of Science Corporation, joins Sarah Guo to discuss the future of vision, brain-computer interfaces, and the human experience. Max explains how Science’s PRIMA retinal implant could restore functional vision for
What Chess.com Teaches US About Superhuman Capabilities, with CEO Erik Allebest
In a world of infinite gaming and entertainment possibilities, how does a centuries-old game stay so popular? Chess.com co-founder and CEO Erik Allebest joins Sarah Guo to explain how the evolution of technology has kept people coming back
Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad
Is the tech industry moving too quickly, or are founders letting fear of AI labs stunt their ambitions? Sarah and Elad explore the current landscape of artificial intelligence, venture capital, and startup dynamics. They discuss the realiti
Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak
When your AC fails in a heatwave, you don’t want a busy signal; you need a solution. Netic founder and CEO Melisa Tokmak joins host Elad Gil to explain how Netic’s autonomous AI platform acts as an intermediary between companies and custome
Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang
DoorDash is not just a delivery company. From its inception, co-founders Andy Fang and Stanley Tang operated it as a robotics and autonomy company. Andy and Stanley join Sarah Guo to explain how autonomous tech and AI are reshaping consumer
Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
When Glenn Fogel joined Priceline in 2000, the business was worth a few hundred million dollars. One week later, the Nasdaq peaked, eventually sending its stock down to a dollar a share. But over 25 years later, Booking Holdings has scaled
How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
While the rest of the nuclear industry still relies on simulations and paper designs, Valar Atomics is busy splitting atoms. In fact, they just powered an NVIDIA Blackwell chip directly with a live nuclear reactor in order to power the worl
Really Big Test-Time Compute in AI Changes Benchmarks, Safety and Research with OpenAI Research Scientist Noam Brown
When a new AI model drops, it’s judged based on a static benchmark grid that doesn’t account for how long the model is allowed to think. How then should we measure a model’s true capability? OpenAI research scientist Noam Brown returns to t
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan
At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip-Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CEO Lip-Bu Tan to talk
Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives
Biohub started with an ambitious goal of curing, preventing, and managing all disease by the end of the century. A decade later, thanks to the convergence of frontier AI and biological data, that goal may have been too conservative. In this
We Need An Ecosystem in AI, And Every Company Can Win A Place In It
What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella abou
Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
We are now closer than ever before to living in a world where AI agents are smart enough to run our power grids and manage water supplies. How do we keep them from going rogue? Sarah Guo sits down with Maxim Bar Kogan, founder and CEO of On
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and Sarah Guo sit down
Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg
Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, from rare earth minerals to actuators. Enter: Pax Silica. Sarah Guo and Elad Gil sit down w
Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
The world’s first AI-take-private just proved that AI can revolutionize the real economy. Long Lake Management co-founder and CEO Alexander Taubman joins Elad Gil to discuss his firm’s agreement to acquire the legacy platform American Expre
Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud
Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x growth, and why inference is becoming the strategic “last market.” Tuhin Srivastava argues t
SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
More than fifty years ago, the modern idea of the standard enterprise software was birthed at SAP. Now, after managing companies through technological shifts from the mainframe to mobile, SAP is at the forefront of closing the AI adoption g
Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Few teens are business owners, but by age 16, Bill McDermott had purchased and was running a local deli. Now he runs leading global technology powerhouse ServiceNow, a company that is defining how the world’s largest organizations transform
The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic “operating system” designed for a world where machines drive the real economy. C
