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1:33:55ENJake Saper on Zoom, AI and the Hard Decision of When to SellGuest Jake Saper · Host Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearHost Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
36:24ENThe Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy NukesHost Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.
1:02:41ENMike Krieger on AI Products, Model Competition and the Future of CodingGuest Mike Krieger · Host Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.
1:08:51ENChip Controls Are Meant to Buy Ten Years, Not Win the AI RaceHost Nathan LabenzEconomist Noah Smith tells Nathan Labenz that U.S. export controls are a piece of conventional deterrence against China — not a plan to kneecap DeepSeek.
40:33ENModerna was only company 18. The real product is the company factoryHost Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.
1:18:09ENSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGuest Steeve Morin · Host Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
54:55ENNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsHost Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyHost Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.
1:00:09ENDeepSeek's Jailbreaks Don't Matter. Giving the Model Arms and Legs DoesPalo Alto Networks CEO Nikesh Arora tells Sequoia's Training Data why cheap brains scramble the AI order, why attackers already move faster than defenders, and why refusing to experiment is the real risk.
1:25:52ENJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGuest Jonathan Ross · Host Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:20:53ENSolly Solomou on Building LADbible, Social Media and Expanding to the USGuest Solly Solomou · Host Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.
55:38ENSridhar Ramaswamy on Snowflake, AI Competition and Leading Through ChangeGuest Sridhar Ramaswamy · Host Harry StebbingsThe Snowflake CEO discusses the overlap between models and applications, the importance of distribution, and how leaders can manage difficult transitions.
22:32ENThe $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.
46:53ENBrian Tolkin on Hiring Product Teams and Finding the Problem That MattersGuest Brian Tolkin · Host Harry StebbingsOpendoor’s head of product draws on Uber and Opendoor to discuss user choice, AI prototypes, decision-making and hiring.
1:15:18ENNabeel Hyatt on Venture Investing and the Uncertainty of AIGuest Nabeel Hyatt · Host Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.
57:11ENA Million Tokens Cannot Write a Good JokeHost Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xHost Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
3:45:44ENDecline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring TwentiesGuest Marc Andreessen · Host Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.
7:57ENStargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.
1:13:30ENVictor Riparbelli on Synthesia, AI Video and the Future of ContentGuest Victor Riparbelli · Host Harry StebbingsThe Synthesia co-founder discusses fundraising, enterprise renewals, model competition, synthetic media and content provenance.
1:00:05ENIf Someone Builds a Better Spark Product, We Deserve to LoseIon Stoica on how Databricks turned academic open source into a data-and-AI company — and which problems he thinks will matter more tomorrow than today.
1:23:45ENShervin Pishevar on Uber, Venture Capital and a Disputed Leadership CrisisGuest Shervin Pishevar · Host Harry StebbingsThe investor recounts his Uber investment and offers his perspective on the company’s 2017 leadership conflict, alongside views on venture capital and emerging technology.
27:42ENMatthew Berman on Capital, Human Ambition, and a Possible Post-AGI EconomyMatthew Berman · Forward FutureA speculative essay asks whether advanced AI could make wealth more powerful while reducing the leverage people gain from work. Berman explores its implications for mobility, institutions, and meaning.
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