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44:16ENA perfect demo is ten years from a product you can pay forHost Sarah Guo, Elad GilAndrej Karpathy uses Waymo's decade-long gap, Tesla's software bet, and a new AI course to argue that autonomous intelligence will stall at product and globalization, not at the first impressive clip.
48:20ENNot 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.
33:10ENA 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.
41:25ENEven 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.
29:12ENGoldman 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.
25:56ENA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Host Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
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.
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.
2:13:15ENHe Sold Garbage Bags at 12. The Pitch Hasn't Changed.Guest Mark Cuban · Host Lex FridmanMark Cuban tells Lex Fridman that selling is helping, a billion requires luck, DEI is not a mind virus, and drug prices stay high because three middlemen hide the math.
1:30:20ENDana White Built the UFC From What He Loved — and Hated — About BoxingGuest Dana White · Host Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
1:55:10ENSam Altman Expects the Road to AGI to Be a Power StruggleGuest Sam Altman · Host Lex FridmanOn a Friday afternoon in November 2023, OpenAI's board fired its CEO. Four and a half days later he was back, still refusing super-voting control.
42:14ENMeta’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.
3:32:44ENWhen a Company Fails, Blame the Board: Bill Ackman on Value, Harvard, and a Journalist With a PenGuest Bill Ackman · Host Lex FridmanThe Pershing Square founder walks Lex Fridman from Benjamin Graham's Mr. Market through activist battles, campus ideology, and a looming fight with Business Insider.
39:25ENThree 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.
19:10ENThe World's Only Capped-Profit CompanyHost Sarah Guo, Elad GilNo Priors looks back at 2023 through eight conversations on money, intelligence, jobs, and who should put the guardrails on a model.
2:53:09ENFear is the civilization killer: Guillaume Verdon on e/acc, thermodynamics, and being unmaskedGuest Guillaume Verdon · Host Lex FridmanThe physicist behind BasedBeffJezos tells Lex Fridman why out-of-equilibrium thermodynamics, anonymity, and a meme movement are his answer to AI deceleration.
39:36ENThe 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.
2:11:32ENThere Are a Thousand Ways to Be Smart: Jeff Bezos on Amazon and the Road to SpaceGuest Jeff Bezos · Host Lex FridmanIn a two-hour conversation with Lex Fridman, the Amazon founder talks through ranch self-reliance, New Glenn, Day One culture, and why he treats large language models as discoveries.
27:14ENSeven 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.
2:16:46ENPhysics is the law. Everything else is a recommendationGuest Elon Musk · Host Lex FridmanOn his fourth Lex Fridman podcast, Elon Musk runs first-principles math on Gaza, Ukraine, Grok, aliens, and the coming shortage of useful compute per watt.
32:34ENTen 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.
43:07ENThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Host Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
2:07:49ENNobody avoids getting scarred. The question is how you deal with itGuest Walter Isaacson · Host Lex FridmanWalter Isaacson talks with Lex Fridman about the childhoods, demons, and working methods of Elon Musk, Steve Jobs, Einstein, Leonardo da Vinci, and Benjamin Franklin.
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