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22:32ENThe $5.5 Million Was Only the Last MileModeration: Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
23:37ENA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesModeration: Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
26:03ENGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI BoomModeration: Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.









