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29:12ENGoldman 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.
27:26ENA 40-Person Company With 40,000 Paying Customers Wants to Replace the Camera With AIHost Sarah Guo, Elad GilHeyGen CEO Joshua Xu tells Sarah Guo and Elad Gil how avatars, localization, and a component-wise video stack are meant to knock the camera out of content production.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomHost Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
30:16ENSuno's CEO Thinks a Billion People Will Make Music, Not Just Stream ItHost Sarah Guo, Elad GilMikey Shulman tells No Priors why Suno skipped speech, charges from day one, and wants the line between listener and creator to disappear.
29:28ENDevin Will Not Replace Engineers. It Will Multiply Them, Says Cognition’s Scott WuHost Sarah Guo, Elad GilThe IOI champion behind Devin explains why an AI software engineer that you can watch over the shoulder creates more human engineers, not fewer.
24:32ENImage Generation Is Still a Loot Box. Suhail Doshi Wants to Scale PixelsHost Sarah Guo, Elad GilThe Playground AI founder tells No Priors why he skipped language models, how a noise-sampling trick fixed SDXL's muddy brightness, and what a large vision model would actually do.
26:03ENGPT-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.
38:01ENHalf of GDP Is Labor. Figure Wants Humanoids to Do the Work.Host Sarah Guo, Elad GilBrett Adcock tells No Priors why a 21-month-old company raised $675 million to put general-purpose humanoid robots in factories first, then homes.
32:48ENFourteen People, $200 Million of Compute, and the Reliability Bottleneck for AgentsHost Sarah Guo, Elad GilImbue co-founders Kanjun Qiu and Josh Albrecht on why agents fail, why language models cannot learn general algorithms, and why they are spending a giant round on GPUs rather than headcount.
29:38ENA Beginner Just Shipped a $250K Business. Professionals Got 30 Percent.Host Sarah Guo, Elad GilReplit CEO Amjad Masad on Ghostwriter, why a 3-billion-parameter model was enough, and the agents he wants earning bounties while you sleep.
43:45ENEight Years of No Growth, Then OpenAI and NVIDIA Became His CustomersHost Sarah Guo, Elad GilWeights & Biases CEO Lukas Biewald tells No Priors how a labeling company with no chasm to cross funded the ML developer tools that trained most of the large language models.
35:36ENAGI as a side effect: Noam Shazeer on Transformers, Character.AI, and two-hour chatsHost Sarah Guo, Elad GilIn April 2023, the Transformer co-author told No Priors how a 22-person startup turned open-ended chat into a consumer product — and treated AGI as a byproduct of making the model smarter.
39:10ENNever Cite More Than Five Links: Perplexity's Bet on Answer EnginesHost Sarah Guo, Elad GilFounded in August 2022, Perplexity was barely seven months old when its CEO and CTO sat down with No Priors to explain how an answer engine takes on Google.
35:36ENFeatured 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.
2:16:40ENEach Blockbuster Is a Startup. The Chocolate River Kills It.Guest Thomas Tull · Host Lex FridmanThomas Tull tells Lex Fridman how a novice raised institutional capital for Hollywood, then applied the same judgment to AI, mammoths, the Steelers, and a Rolling Stones tour.
1:49:56ENA 21-Year-Old at a Party Called GameStop. He Was Right.Guest Richard Craib · Host Lex FridmanNumerai founder Richard Craib talks with Lex Fridman about WallStreetBets, crowdsourced machine learning, and why finance is a machine for pulling the future into the present.
3:01:07ENLoneliness Has No Clinic. Eugenia Kuyda Built an AI Friend AnywayGuest Eugenia Kuyda · Host Lex FridmanThe Replika co-founder talks with Lex Fridman about grief, conversation, and why memory—not a clever reply—is the real limit of AI companionship.
1:22:51ENDensity, Not Demos: Sertac Karaman on Robots That Fly and DriveGuest Sertac Karaman · Host Lex FridmanThe MIT roboticist and Optimus Ride co-founder on why sharing space with people is harder than building the machine, and why flying at transportation scale is still the tougher problem.
1:59:37ENLane Centering Is the Only Self-Driving Feature That Already HelpsGuest George Hotz · Host Lex Fridmancomma.ai founder George Hotz tells Lex Fridman why staying in the lane beats Level 5 promises, and why a robotaxi stack still has no network effect.
1:26:27ENKai-Fu Lee: Originality Pride Is a Handcuff on What a Company Can BecomeGuest Kai-Fu Lee · Host Lex FridmanIn a 2019 conversation with Lex Fridman, the investor and former Google China president explains why China's copycat years were a training ground, why data often beats clever algorithms, and what facing death did to his idea of work.
55:24ENKyle Vogt Built the Highway Kit, Then Scrapped It Before Selling a Single OneGuest Kyle Vogt · Host Lex FridmanThe Cruise president and CTO tells Lex Fridman why a BattleBots kid from Kansas walked away from a working product, partnered with GM, and is spending 2019 grinding from prototype to production.
33:07ENThey Ran an Extension Cord Next Door and Invented GoogleGuest Eric Schmidt · Host Lex FridmanEric Schmidt tells Lex Fridman that Larry and Sergey never held the entrepreneurship meeting: they had a better algorithm, too little power in the dorm, and a $100,000 check.
1:31:41ENThe Worst Model You'll Ever Use: Kevin Weil on Building Products at OpenAI's PaceGuest Kevin Weil · Host Lenny RachitskyOpenAI's chief product officer explains how evals, light planning, fine-tuned model ensembles and a small PM team shape the way the company ships.
1:20:53ENDon't Die: Y Combinator's Dalton Caldwell on Keeping a Startup AliveGuest Dalton Caldwell · Host Lenny RachitskyThe YC group partner on pivots, tarpit ideas, why investors say no, how to talk to customers, and what he hopes founders will build next.
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