Results
48 articlesSort
26:28EN
No Priors: AI, Machine Learning, Tech, & Startups· Sep 12, 2024Podcast · 2 speakersAPI prices fell 200x. The LLM table still is not set.Host 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.
42:59ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 29, 2024Podcast · 2 speakersAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadHost Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
48:20ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 15, 2024Podcast · 2 speakersNot Spending $100 Is a Hundred Times Better Than a Dollar BackHost Sarah Guo, Elad GilRamp co-founders Eric Glyman and Karim Atiyeh walk through self-driving money, Iron Man suits for sales, and why they never lead with the word AI.
33:10ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 8, 2024Podcast · 2 speakersA Weekend Prototype Now Autocompletes a Third of Brex ExpensesHost Sarah Guo, Elad GilPedro Franceschi tells Sarah Guo and Elad Gil how a 48-hour GPT-3.5 hack became an assistant for 30,000 companies — and why firing 20,000 customers was a leadership-bandwidth decision.
41:25ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 25, 2024Podcast · 2 speakersEven If the Models Froze Today, We've Extracted One-Millionth of the ValueHost Sarah Guo, Elad GilAirtable CEO Howie Liu on why a 2012 vision deck still maps the company, why enterprise AI is stuck on imagination, and why codegen will not kill no-code before AGI.
29:12ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 18, 2024Podcast · 2 speakersGoldman says AI will touch 5% of tasks. Two investors take the report apartHost 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.
26:03ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 11, 2024Podcast · 2 speakersGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.Host 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.
38:33ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 21, 2024Podcast · 2 speakersSpeed Is the Thing You Can Buy: Baseten’s Bet on InferenceHost Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
42:14ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 7, 2024Podcast · 2 speakersMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.
42:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Feb 15, 2024Podcast · 2 speakersNotion’s Ivan Zhao: RAG Will Make Organizing OptionalHost Sarah Guo, Elad GilThe Notion CEO tells No Priors why he bet the company on GPT-4, why embeddings matter as much as agents, and why software is entering a bundling cycle.
39:25ENNo Priors: AI, Machine Learning, Tech, & Startups· Feb 8, 2024Podcast · 2 speakersThree Engineers, Three Weeks: The Internal LLM Tool Half of Stripe Uses Every WeekHost Sarah Guo, Elad GilEmily Glassberg Sands, Stripe's head of information, explains how a non-AI company got generative AI into employees' hands, then into Radar, Sigma, and the products customers actually pay for.
27:14ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 7, 2023Podcast · 2 speakersSeven People Did the Work of 700. Salesforce's AI Chief Says Enterprise AI Is Still in the Second InningHost 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.
36:22ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 26, 2023Podcast · 2 speakersOne Attacker and a For Loop: Why Email Is Still the Softest Target in an AI Arms RaceHost Sarah Guo, Elad GilMaterial Security co-founder Ryan Noon on how 2016 election hacks, Google and Microsoft's email duopoly, and large language models are rewriting both sides of cybersecurity.
32:34ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 23, 2023Podcast · 2 speakersTen Thousand Certified Engineers in a Year: Google Cloud's Order of Operations for Enterprise AIHost Sarah Guo, Elad GilKawal Gandhi, head of generative AI in Google Cloud's Office of the CTO, walks Sarah Guo and Elad Gil through dogfooding, the efficiency-productivity-creativity ladder, and why customer weights are the IP that cannot leak.
39:45ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 27, 2023Podcast · 2 speakersPalantir's 13th Employee: The Model Is a Stochastic Genie. Ontology Is the Stake That Tethers ItHost Sarah Guo, Elad GilCTO Shyam Sankar on 550 microservices, air-gapped submarines, and why Palantir's ontology is what large language models were waiting for.
51:22ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 29, 2023Podcast · 2 speakersThree IPOs Later, Frank Slootman Still Thinks the Job Is UrgencyHost 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.
39:37ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 22, 2023Podcast · 2 speakersNobody Plans Dinner in KeywordsHost Sarah Guo, Elad GilInstacart CEO Fidji Simo tells No Priors why generative AI finally lets grocery software answer the questions people actually ask, and why 80,000 existing stores still beat a dark warehouse.
54:56ENNo Priors: AI, Machine Learning, Tech, & Startups· May 24, 2023Podcast · 2 speakersKevin Scott Seized Microsoft's GPU Budget, Bet on OpenAI, and Still Didn't See ChatGPT ComingHost 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.
40:25ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 6, 2023Podcast · 2 speakersA 6-Billion-Parameter Clone of ChatGPT’s Core TrickHost Sarah Guo, Elad GilDatabricks CTO Matei Zaharia tells Sarah Guo and Elad Gil how Dolly learned instruction-following on fifty times less data than GPT-3 — and why he would rather look facts up than bake them into a trillion-parameter network.
36:38ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 speakersProducts Get Replaced, Platforms Stick: MongoDB's CEO on the SaaS Bear ThesisHost 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.
34:57ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 speakersIt's Six Months In: Misconceptions About AI, Regulation, Context Windows and IncumbentsHost Sarah Guo, Elad GilSarah Guo and Elad Gil answer listener questions on what the market gets wrong about generative AI, from the nuclear-regulation analogy to where startups can still beat incumbents.
44:30ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 speakersOpen the Front Door: Emil Michael on Rebuilding U.S. Defense Around Startups, AI and Supply ChainsHost Sarah Guo, Elad GilThe Pentagon's research and engineering chief explains his six technology priorities, the rapid launch of GenAI.mil, and why new entrants and domestic manufacturing are now urgent.
36:05ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 speakersContracts, Not Chips, Are the Collateral: How the AI Compute Buildout Gets FinancedHost Sarah Guo, Elad GilMagnetar's Neil Tiwari explains the debt structures behind GPU clouds, why power and steel now limit the buildout, and why he thinks the selloff in software is overdone.
26:01ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 speakersAfter the OpenAI Saga: Governance, Incentives, Diffusion Models and Why Your ASP Is My OpportunityHost 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.