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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.
45:00ENLip-Bu Tan took the hardest job in chips to save IntelModeration: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
30:34ENCerebras Waited Ten Years for a Market That Finally Needed SpeedModeration: Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
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.
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.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans BurnedModeration: Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
43:07ENThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Moderation: Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
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.
54:56ENKevin Scott Seized Microsoft's GPU Budget, Bet on OpenAI, and Still Didn't See ChatGPT ComingModeration: Sarah Guo, Elad GilFive months after ChatGPT launched, Microsoft's CTO walked No Priors through the all-in bet, the Copilot stack, and why he is still bullish on jobs.
52:11ENJensen Huang: For 25 Years, 99 Percent Were Right. NVIDIA Bet on the 1 PercentModeration: Sarah Guo, Elad GilThe NVIDIA CEO tells No Priors how CUDA survived a decade without customers, why the company tries to stay lazy, and what he wants built for drugs and climate.
36:38ENProducts Get Replaced, Platforms Stick: MongoDB's CEO on the SaaS Bear ThesisModeration: Sarah Guo, Elad GilCJ Desai tells Sarah Guo why he thinks fears about AI erasing the value of enterprise software are overblown, and what he says really protects a software company.
47:13ENReid Hoffman's Case Against Doomerism: AI as the Steam Engine of the MindModeration: Sarah Guo, Elad GilThe LinkedIn and PayPal co-founder explains why he sees AI as a human amplifier, what white-collar workers should do now, how Inflection's Pi was conceived, and why you can't regulate before you innovate.
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.









