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44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsModeration: Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksModeration: Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
40:54ENDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositModeration: Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
41:52ENMercor Hit $100 Million ARR Teaching Models to Hire. Humans Now Write the Exams.Moderation: Sarah Guo, Elad GilBrendan Foody tells Sarah Guo and Elad Gil how Mercor automated recruiting for frontier labs — and why building evals may become the world's most common knowledge job.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
38:43ENTwo in Five Doctors Want Out. An On-Call Cardiologist Built the Note That Lets Them StayModeration: Sarah Guo, Elad GilAbridge CEO Shiv Rao on treating the doctor-patient conversation as healthcare's source of truth, and why the company ran straight at the hardest health systems.
40:33ENModerna was only company 18. The real product is the company factoryModeration: Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyModeration: Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.
49:36EN86 Out of 100: Harvey's Playbook for Selling AI Into LawModeration: Sarah Guo, Elad GilWinston Weinberg on a Reddit blind test, expanding-and-collapsing product design, and why Harvey started with century-old firms instead of the mid-market.
27:07ENAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
31:18ENElias Torres sold a billion-dollar company and called it a failure. Agency is the redo.Moderation: Sarah Guo, Elad GilThe Drift founder wants $1 billion in revenue with 100 people, one email address, and software that works like a text to someone who actually shows up.
44:16ENCohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4Moderation: Sarah Guo, Elad GilThe Attention Is All You Need co-author tells No Priors why enterprises should stop waiting for the next model and start putting today's models into production.
29:29ENThe Week AI Won Its First Nobels, Two Investors Listed Who Is Most at RiskModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil talk NotebookLM, intelligent NPCs, artificial wombs, OpenAI’s o1, and which businesses look AI-durable.
26:08ENFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Moderation: Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
31:29ENRippling skipped the chatbot and stamped employees after 90 days of workModeration: Sarah Guo, Elad GilCOO Matt MacInnis tells No Priors how Talent Signal reads source code, tickets, and customer conversations, then gives managers one calibrated label: high potential, typical, or pay attention.
26:28ENAPI prices fell 200x. The LLM table still is not set.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.
44:16ENA perfect demo is ten years from a product you can pay forModeration: Sarah Guo, Elad GilAndrej Karpathy uses Waymo's decade-long gap, Tesla's software bet, and a new AI course to argue that autonomous intelligence will stall at product and globalization, not at the first impressive clip.
48:20ENNot Spending $100 Is a Hundred Times Better Than a Dollar BackModeration: Sarah Guo, Elad GilRamp co-founders Eric Glyman and Karim Atiyeh walk through self-driving money, Iron Man suits for sales, and why they never lead with the word AI.
33:10ENA Weekend Prototype Now Autocompletes a Third of Brex ExpensesModeration: Sarah Guo, Elad GilPedro Franceschi tells Sarah Guo and Elad Gil how a 48-hour GPT-3.5 hack became an assistant for 30,000 companies — and why firing 20,000 customers was a leadership-bandwidth decision.
41:25ENEven If the Models Froze Today, We've Extracted One-Millionth of the ValueModeration: Sarah Guo, Elad GilAirtable CEO Howie Liu on why a 2012 vision deck still maps the company, why enterprise AI is stuck on imagination, and why codegen will not kill no-code before AGI.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
25:56ENA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomModeration: Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
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