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26:41ENAnekha Sokhal on Moshi, a Recommendation Engine for Commodity TradersGast: Anekha Sokhal · Moderation: swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutGast: Venky Ganesan · Moderation: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthGast: Alex Mashrabov · Moderation: Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
31:39ENThe Skull Is Already the Vat: Max Hodak on Restoring SightModeration: Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextModeration: Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building SimileGast: Joon Sung Park · Moderation: Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
2:59:03ENYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure CompanyGast: You Kaichao · Moderation: 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
42:57ENInference Is the Last Market: Baseten’s 30x YearModeration: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
29:26ENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging AtomsModeration: Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
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.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionGast: Maor Shlomo · Moderation: Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotModeration: Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
1:00:35ENMercor CEO Brendan Foody on Expert Data, AI Evaluations and GrowthGast: Brendan Foody · Moderation: Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.
1:22:04ENElevenLabs CEO Mati Staniszewski on Voice AI, Growth and Building from EuropeGast: Mati Staniszewski · Moderation: Harry StebbingsStaniszewski discusses the company’s origins in dubbing, its financing and reported ARR, and the challenges of scaling voice products.
42:12ENHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentModeration: Sarah Guo, Elad GilOn No Priors, Andrew Ng argues that agentic AI has made software cheap and fast, which moves the bottleneck to product judgment, error analysis, and the instinct to try an AI before adding headcount.
1:14:08ENLovable CEO Anton Osika on AI App Building, Economics and SecurityGast: Anton Osika · Moderation: Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
1:09:11ZH广密谈大模型分化、AI 产品与创业窗口Gast: 广密 · Moderation: 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒,以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短,但产品体验、团队判断和非共识创新仍能打开空间。
1:02:54ENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfModeration: Sarah Guo, Elad GilFormer Gemini reward-model lead Misha Laskin on Asimov, why comprehension beats generation, and why there is no such thing as generalization—only pulling the test distribution into train.
49:27ENFrom 0.1% to 20%: Chai-2 Turns Antibody Design Into Prompt EngineeringModeration: Sarah Guo, Elad GilChai Discovery co-founders Joshua Meier and Jack Dent tell Sarah Guo how a generative model now designs antibodies that bind on the first 24-well plate.
35:47ENFei-Fei Li’s new bet: AI is incomplete without spatial intelligenceModeration: Sarah Guo, Elad GilThe ImageNet pioneer tells Sarah Guo and Elad Gil why World Labs is building 3D generative foundation models, and why language was only one piece of the puzzle.
1:04:56ENVarun Mohan on Windsurf, Coding Agents and Startup FocusGast: Varun Mohan · Moderation: Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftGast: Victor Lazarte · Moderation: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
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