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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.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessModeration: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantModeration: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
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.
37:58ENThe Forest Will Burn. The Only Question Is on Whose Terms.Moderation: Sarah Guo, Elad GilConvective Capital’s Bill Clerico walks through why California’s wildfires reached a crescendo, and which wounds are still self-inflicted enough to fix.
26:08ENFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Moderation: Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.








