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22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like softwareModeration: Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
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.
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.
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.
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.
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.
26:28ENAPI 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.
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.
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.
19:10ENThe World's Only Capped-Profit CompanyModeration: Sarah Guo, Elad GilNo Priors looks back at 2023 through eight conversations on money, intelligence, jobs, and who should put the guardrails on a model.
27:14ENSeven People Did the Work of 700. Salesforce's AI Chief Says Enterprise AI Is Still in the Second InningModeration: Sarah Guo, Elad GilClara Shih tells Sarah Guo and Elad Gil why Salesforce built a shared LLM platform, why data cleanup beats model shopping, and why AI is becoming the enterprise UI.
26:01ENAfter the OpenAI Saga: Governance, Incentives, Diffusion Models and Why Your ASP Is My OpportunityModeration: Sarah Guo, Elad GilIn a host-only episode, Sarah Guo and Elad Gil unpack what OpenAI's leadership turmoil teaches about governance and incentives, then turn to AI video, small teams and the economics of AI investing.









