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18:31ENJanie Gu and Suyeol Yun: Why Frontier Models Fail as Buy-Side AnalystsJanie Gu, Suyeol Yun · Google DeepMindJanie Gu explains why benchmark scores can mislead, while Suyeol Yun presents MandateBench, which tests whether a model can turn a fund mandate into a defensible investment memo. The two talks show why real workflows, reproducible grading, and evidence-backed reasoning matter.
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.
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.
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.
48:14ENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeModeration: Sarah Guo, Elad GilMost medicines fail in years seven to ten, after hundreds of millions have already gone into the clinic—and Sajith Wickramasekara thinks sending things to space may already be easier.
32:59ENA Hundred People, a Billion in Revenue, and Zero Venture MoneyModeration: Sarah Guo, Elad GilSurge AI founder Edwin Chen on why quality human data is a poetry problem, not a bounding-box problem, and why leaderboards keep training models to write clickbait.
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.
35:14ENRobots Have No Wikipedia. Chelsea Finn Is Starting With Three Buildings.Moderation: Sarah Guo, Elad GilPhysical Intelligence’s cofounder tells No Priors why a generalist robot model has to be trained across embodiments, why open-sourcing hardware is a bet against the problem going unsolved, and why humanoids are a little overrated.
57:41ENA Hundred Million Cells, Four People, Three Days: Biology's ImageNet MomentModeration: Sarah Guo, Elad GilVevo Therapeutics and the Arc Institute open-sourced Tahoe-100M and a 230-million-cell atlas in the same week — and argued that virtual cells, not just protein folders, are the next language model of biology.
39:00ENJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.Moderation: Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.
38:48ENShopify Built a Copilot, Not an Autopilot, for Every MerchantModeration: Sarah Guo, Elad GilShopify VP of Core Product Glen Coates on collapsing duplicate engines, shipping AI that proposes but never commits, and teaching storefront search to understand a sweater.
40:58EN99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstModeration: Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
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.
37:01ENDNA Is Code, but You Compile It with a PipetteModeration: Sarah Guo, Elad GilGinkgo Bioworks CEO Jason Kelly tells No Priors why cells are worth the magic, why biology has no AWS, and why a pandemic should look like cybersecurity.
51:22ENThree IPOs Later, Frank Slootman Still Thinks the Job Is UrgencyModeration: Sarah Guo, Elad GilSnowflake's CEO tells No Priors how he picked the right elevator, turned a 15-person backup startup into an EMC acquisition, and why a data lake is a landfill you should not train on.
3:15:07ENWikipedia Worked Once Writing Stopped Feeling Like Grad SchoolGast: Jimmy Wales · Moderation: Lex FridmanJimmy Wales tells Lex Fridman how Nupedia's seven-stage review died, why Wikipedia still refuses ads and governments, and what large language models should actually do with an encyclopedia.
2:31:48ENA Car That Cannot Drive Itself Will Be About as Useful as a HorseGast: Elon Musk · Moderation: Lex FridmanIn a Lex Fridman conversation built around Tesla Autopilot, Elon Musk argues that every driver input is an error, that today’s hardware is already enough for full self-driving, and that watching the human will soon matter less than making the system safer than a person.
1:28:46ENThe Speech Company That Gets Paid to Label Its Own Training DataGast: Dan Kokotov · Moderation: Lex FridmanRev VP of engineering Dan Kokotov tells Lex Fridman why a $1.25-a-minute human transcript, a 14% machine word-error rate, and a two-sided freelancer market are the same flywheel.
1:12:03ENMice Don't Get Alzheimer's: Daphne Koller on Disease in a DishGast: Daphne Koller · Moderation: Lex FridmanThe Coursera co-founder and insitro CEO on why most diseases are not one disease, how to turn cells into data, and why overconfident neural nets can kill.
1:17:29ENThe Algorithm Is Already Better. The Clinic Still Uses 1967.Gast: Regina Barzilay · Moderation: Lex FridmanMIT's Regina Barzilay on why deep learning already beats the breast-cancer 'density' score — and why data, liability, and incentives still will not move.
57:44ENKevin Scott: Treat AI Like a Hash Table, and Measure Platforms by What Others EarnGast: Kevin Scott · Moderation: Lex FridmanMicrosoft's CTO talks radical markets, data dignity, Dunbar's number, and why a platform fails if only a handful of companies decide what AI is for.
32:45ENElon Musk: Every Driver Input Is an Error Tesla Autopilot Must EliminateGast: Elon Musk · Moderation: Lex FridmanAfter MIT published a study of functional vigilance on Autopilot, Lex Fridman sat down with Musk to argue about cameras on drivers, fleet data, and whether humans still belong in the loop.
1:21:35ENLook Outside the Building: Shaun Clowes on Why Most PMs Fall Short and How AI Changes the JobGast: Shaun Clowes · Moderation: Lenny RachitskyConfluent's chief product officer explains how to become a far better product manager, why data matters more than models, and what AI will and won't do to SaaS.
1:07:08ENIf the Model Is the Product, the Eval Is the PRD: Inside Mercor's RiseGast: Brendan Foody · Moderation: Lenny RachitskyMercor CEO Brendan Foody explains why AI labs will pay almost anything for expert-written evals, how his company grew from $1 million to a $400 million run rate in 16 months, and what that means for jobs and founders.
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