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35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· Oct 2, 2026Podcast · 2 speakersCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioHost Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 18, 2026Podcast · 2 speakersDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconHost Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 3, 2026Podcast · 2 speakersArm’s 98.5% margin business just started shipping chipsHost Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
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.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 2, 2026Podcast · 2 speakersTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· May 1, 2026Podcast · 2 speakersInference Is the Last Market: Baseten’s 30x YearHost Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
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.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 15, 2025Podcast · 2 speakersPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantHost 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.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 14, 2025Podcast · 2 speakersThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
50:35ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 13, 2025Podcast · 2 speakersCopilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to ClearHost Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
22:32ENNo Priors: AI, Machine Learning, Tech, & Startups· Feb 7, 2025Podcast · 2 speakersThe $5.5 Million Was Only the Last MileHost Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
23:37ENNo Priors: AI, Machine Learning, Tech, & Startups· Jan 9, 2025Podcast · 2 speakersA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesHost Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
42:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 12, 2024Podcast · 2 speakersThey Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI ChipsHost Sarah Guo, Elad GilAkash Systems founders Felix Ejeckam and Ty Mitchell tell Sarah Guo why heat is the real limiter on AI, and how lab-grown diamond bonded to semiconductors is their answer.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· Nov 7, 2024Podcast · 2 speakersJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesHost Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.
42:42ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 22, 2024Podcast · 2 speakersEthereum Once Held Two Thousand GPT-3 Clusters of GPUsHost Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
36:20ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 6, 2024Podcast · 2 speakersA Hundred Million Tokens in Context Would Cost $10 Million. Tengyu Ma Runs the RAG MathHost Sarah Guo, Elad GilThe Stanford professor and Voyage AI founder argues that retrieval, not a giant context window, is how enterprises should manage private knowledge.
29:09ENNo Priors: AI, Machine Learning, Tech, & Startups· May 9, 2024Podcast · 2 speakersThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
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.
39:03ENNo Priors: AI, Machine Learning, Tech, & Startups· Feb 29, 2024Podcast · 2 speakersMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenHost Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
30:03ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 7, 2023Podcast · 2 speakersA Dinner-Plate Chip Cut Training From 60 Days to 3.5Host Sarah Guo, Elad GilCerebras CEO Andrew Feldman tells No Priors why wafer-scale silicon, not another GPU, is the answer to the compute crunch — and why most production models will stay at 13 billion parameters or below.
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.
41:40ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 30, 2023Podcast · 2 speakersEvery 10 Milliseconds Cost Copilot 1% of CompletionsHost Sarah Guo, Elad GilGitHub Copilot's chief architect, Alex Graveley, walks through how a leftover code model with a sub-10% test pass rate became a product developers would not quit — and what he is building next at Minion AI.
35:36ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 16, 2023Podcast · 2 speakersFeatured snippets stalled at 7%. A Google veteran used language models to hit 70%Host Sarah Guo, Elad GilNeeva founder Sridhar Ramaswamy tells No Priors why answers always beat links, why privacy never sold the switch, and why most queries do not need the biggest model.Load moreShowing 24 of 27