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No Priors: AI, Machine Learning, Tech, & Startups· May 11, 2026Podcast · 2 speakersThe first AI take-private is a $6.3 billion bet that services can grow like softwareHost Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
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Cognitive Revolution "How AI Changes Everything"· May 9, 2026PodcastMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesHost Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
2:38:48ENCognitive Revolution "How AI Changes Everything"· Apr 26, 2026PodcastA thousand searches for five cents, and a high score that did not require cheatingHost Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.
39:48ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 23, 2026Podcast · 2 speakers400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIHost Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
57:28ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 17, 2026Podcast · 2 speakersCopying One ServiceNow App with a Language Model Costs Ten Times as MuchHost Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
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Sequoia Capital· Apr 14, 2026PodcastChatGPT Opened 65 Pages to Buy a Shower HeadProfound CEO James Cadwallader argues that the internet's front door is the same, but an agent now walks through it, and marketing has to be rewritten for that visitor.
29:26ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 3, 2026Podcast · 2 speakersChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging AtomsHost Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.
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Lex Fridman· Mar 23, 2026Podcast · 2 speakersAGI Is Already Here. Building NVIDIA Is Not.Guest Jensen Huang · Host Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
3:27:22ENCognitive Revolution "How AI Changes Everything"· Mar 19, 2026PodcastThe AI Table Has Three Seats Left: Zvi on the Middle Game, Jobs, and Anthropic's PromisesHost Nathan LabenzOn his 12th Cognitive Revolution appearance, Zvi Mowshowitz argues early 2026 is the start of the middle — with only three labs still playing, a real job shock underway, and Anthropic's safety commitments reduced to trust us.
1:18:46ENCognitive Revolution "How AI Changes Everything"· Mar 16, 2026Podcast90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep UpHost Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.
2:03:56ENCognitive Revolution "How AI Changes Everything"· Feb 25, 2026Podcast260 Doctors and 49,000 Criteria: How OpenAI Built Attending-Level Health AIHost Nathan LabenzKaran Singhal tells Nathan Labenz how ChatGPT Health was evaluated with physicians, walled off from model training, and aimed at raising both the floor and the ceiling of human health.
51:56ENSequoia Capital· Feb 3, 2026PodcastInsurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
1:39:17ENCognitive Revolution "How AI Changes Everything"· Jan 29, 2026PodcastAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them UnusedHost Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
1:40:51ENCognitive Revolution "How AI Changes Everything"· Jan 14, 2026PodcastReasoning Models Just Made the Other 80–90% of Enterprise Data UsableHost Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
1:54:30ENCognitive Revolution "How AI Changes Everything"· Jan 9, 2026PodcastFrom One in Ten Cancer Cells to One in a MillionHost Nathan LabenzNathan Labenz's solo AMA updates his son's lymphoma treatment, calls Claude Opus 4.5 software AGI, and ranks the live players of early 2026.
1:16:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Jan 8, 2026Podcast · 2 speakersJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsHost Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
1:18:40ENCognitive Revolution "How AI Changes Everything"· Jan 1, 2026PodcastWhen AI Becomes the Oil Well: Luke Drago on the Intelligence CurseHost Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.
40:46ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 19, 2025Podcast · 2 speakersDoctors Are Rushing to AI. Robotics Will Take a Beating First.Host Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:43:19ENCognitive Revolution "How AI Changes Everything"· Dec 19, 2025PodcastA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Host Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:58:48ENCognitive Revolution "How AI Changes Everything"· Dec 18, 2025PodcastARC Went from $1,000 a Task to Pocket Change. That Is Not a Normal Year of AIHost Nathan LabenzCognitive Revolution’s first live show compresses nine conversations into a year-end scan of denial, sample efficiency, companions, memory, Gemini 3 Flash, and scientific judgment.
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Unsupervised Learning: With Jacob Effron· Dec 18, 2025PodcastThe Real Bottleneck in AI Research Is Compute, Not IdeasHost Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
38:21ENSequoia Capital· Dec 16, 2025PodcastHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
57:37ENUnsupervised Learning: With Jacob Effron· Dec 10, 2025PodcastThe hot-swap era for models is over, OpenAI's enterprise product chief saysHost Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
1:32:38ENCognitive Revolution "How AI Changes Everything"· Dec 6, 2025PodcastPolish Is 1% of Frontier Training Data, So Poland Built Its Own ModelHost Nathan LabenzMarek Kozlowski of Poland's National Information Processing Institute explains how PLLuM uses language adaptation, organic instructions, and on-prem small models to keep a mid-size country in control of its AI.Load moreShowing 24 of 389