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42:14EN
No 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.
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.
39:36ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 14, 2023Podcast · 2 speakersThe Most Underestimated AI Buyer Is the Shop on the CornerHost Sarah Guo, Elad GilFormer Square CEO Alyssa Henry tells No Priors that generative AI is unlocking work small merchants always needed and never paid anyone to do.
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.
38:13ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 31, 2023Podcast · 2 speakersChatGPT Runs on His Framework. He Still Doesn't Want You Training a ModelHost Sarah Guo, Elad GilVercel founder Guillermo Rauch tells No Priors why frontend is the last mile of AI, why first-generation AI frameworks will be rewritten, and why bots are already stealing your tokens.
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.
52:11ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 20, 2023Podcast · 2 speakersJensen Huang: For 25 Years, 99 Percent Were Right. NVIDIA Bet on the 1 PercentHost 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.
37:26ENNo Priors: AI, Machine Learning, Tech, & Startups· Feb 23, 2023Podcast · 2 speakersWithout Open Source, Machine Learning Would Be Decades BehindHost Sarah Guo, Elad GilHugging Face CEO Clem Delangue on the Tamagotchi pivot, why the company never hired a community manager, and why he does not believe one model will rule them all.
23:57ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 speakersChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI BoomHost Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
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.
41:23ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 speakersThe Vulnerability Flood: Cloudflare's CTO on Security, Agent Traffic and an AI-First CompanyHost Sarah Guo, Elad GilCloudflare CTO Dane Knecht tells Sarah Guo how AI is accelerating vulnerability discovery, why agents need a new economic model for the web, and how Cloudflare is reorganizing around AI.