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42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearModeration: Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Moderation: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
34:30ENNetic's Agents Answer the Phone When the Heat BreaksModeration: Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersModeration: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
42:27ENEvery Company Can Operate at the Frontier — If It Owns the EvalsModeration: Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
41:09ENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesModeration: Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIModeration: Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
57:28ENCopying One ServiceNow App with a Language Model Costs Ten Times as MuchModeration: Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfaceModeration: Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
44:17ENHarvey’s bet: make every law firm AI-first, don’t become oneModeration: Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeModeration: Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
58:21ENAttacks Take 23 Minutes. Response Still Takes Days.Moderation: Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
31:22ENDecagon Prices AI Support by the Conversation. The Market Is Wages.Moderation: Sarah Guo, Elad GilJesse Zhang on six-figure contracts at zero ARR, 60–70% contact-center cuts, and a world where your agent calls the airline’s agent.
58:25ENA construction permit that took four months now takes three minutesModeration: Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoModeration: Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
31:34ENOne Company Now Holds as Many Documents as the Entire Early WebModeration: Sarah Guo, Elad GilGlean CEO Arvind Jain tells No Priors why enterprise search was a graveyard, how transformers finally made it work, and why a product that searches too well can be too dangerous to sell.
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.
30:09ENBilt Saved 65 Support Seats. Decagon's Founder Says Most Agent Ideas Still Won't SellModeration: Sarah Guo, Elad GilJesse Zhang on why customer support is the golden agent use case, why instruction following beats o1-style reasoning, and the two filters that kill most agent startups.
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.
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.
48:31ENA Call Center Contact Costs $13. A Company Agent Can Do It for Under a DollarModeration: Sarah Guo, Elad GilSierra cofounder and OpenAI chairman Bret Taylor tells No Priors why branded customer agents are shovel-ready, why RAG demos are not products, and how AI software should charge for the job done.
42:59ENAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadModeration: Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
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.
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