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42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· Sep 24, 2026Podcast · 2 speakersThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearHost Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 27, 2026Podcast · 2 speakersGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Host 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.
46:08ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 13, 2026Podcast · 2 speakersComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersHost Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
39:30ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 6, 2026Podcast · 2 speakersThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextHost 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.
34:30ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2026Podcast · 2 speakersNetic's Agents Answer the Phone When the Heat BreaksHost Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
49:20ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 23, 2026Podcast · 2 speakersHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Host Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 9, 2026Podcast · 2 speakersThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersHost Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 18, 2026Podcast · 2 speakersLip-Bu Tan took the hardest job in chips to save IntelHost 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.
42:27ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 4, 2026Podcast · 2 speakersEvery Company Can Operate at the Frontier — If It Owns the EvalsHost Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· May 14, 2026Podcast · 2 speakersThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost 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.
39:48ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 23, 2026Podcast · 2 speakers400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIHost Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
57:28ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 17, 2026Podcast · 2 speakersCopying One ServiceNow App with a Language Model Costs Ten Times as MuchHost Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
1:16:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Jan 8, 2026Podcast · 2 speakersJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsHost Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
40:46ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 19, 2025Podcast · 2 speakersDoctors Are Rushing to AI. Robotics Will Take a Beating First.Host 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.
44:17ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 5, 2025Podcast · 2 speakersHarvey’s bet: make every law firm AI-first, don’t become oneHost 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.
42:11ENNo Priors: AI, Machine Learning, Tech, & Startups· Nov 6, 2025Podcast · 2 speakersSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeHost 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.
58:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 4, 2025Podcast · 2 speakersAttacks Take 23 Minutes. Response Still Takes Days.Host Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
58:25ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 15, 2025Podcast · 2 speakersA construction permit that took four months now takes three minutesHost Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 28, 2025Podcast · 2 speakersSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeHost Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
45:17ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 7, 2025Podcast · 2 speakersA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoHost Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2025Podcast · 2 speakersThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
44:44ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 10, 2025Podcast · 2 speakers$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsHost Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
45:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 17, 2025Podcast · 2 speakersApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksHost Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 17, 2025Podcast · 2 speakersDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositHost 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.Load moreShowing 24 of 59