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45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoHost Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsHost Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksHost Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
2:12:04ENFrom a Five-Year Phone Queue to 480 Trillion Tokens a MonthGuest Sundar Pichai · Host Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeHost Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
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.
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.
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.
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.
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.
27:07ENAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerHost Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
44:16ENCohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4Host Sarah Guo, Elad GilThe Attention Is All You Need co-author tells No Priors why enterprises should stop waiting for the next model and start putting today's models into production.
5:15:00ENDario Amodei Has Seen This Scaling Movie Enough TimesGuest Dario Amodei · Host Lex FridmanAnthropic’s CEO puts numbers on frontier training costs and AGI, then hands the mic to the people who shape Claude’s character and look inside its weights.
36:49ENJensen 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.
44:30EN100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyHost Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.
29:29ENThe Week AI Won Its First Nobels, Two Investors Listed Who Is Most at RiskHost Sarah Guo, Elad GilSarah Guo and Elad Gil talk NotebookLM, intelligent NPCs, artificial wombs, OpenAI’s o1, and which businesses look AI-durable.
26:28ENAPI prices fell 200x. The LLM table still is not set.Host Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.
42:59ENAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadHost Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
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.
29:09ENThe 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.
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