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1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerHost Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
40:54ENSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeHost Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
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.
35:14ENRobots Have No Wikipedia. Chelsea Finn Is Starting With Three Buildings.Host Sarah Guo, Elad GilPhysical Intelligence’s cofounder tells No Priors why a generalist robot model has to be trained across embodiments, why open-sourcing hardware is a bet against the problem going unsolved, and why humanoids are a little overrated.
57:41ENA Hundred Million Cells, Four People, Three Days: Biology's ImageNet MomentHost Sarah Guo, Elad GilVevo Therapeutics and the Arc Institute open-sourced Tahoe-100M and a 230-million-cell atlas in the same week — and argued that virtual cells, not just protein folders, are the next language model of biology.
38:05ENFrom Zero to $20M ARR in Two Months: Bolt's Moat Lives in the BrowserHost Sarah Guo, Elad GilStackBlitz CEO Eric Simons tells No Priors how a five-year WebContainers bet, an open-sourced prompt, and a community of non-coders turned Bolt.new into an overnight full-stack generator.
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.
39:03ENMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenHost Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
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.
32:57ENA 7-billion-parameter model on a MacBook: Mistral's CEO reruns the cost of AIHost Sarah Guo, Elad GilArthur Mensch tells No Priors why Chinchilla made small models valuable, why open-sourcing Mistral 7B is not a bioweapon risk, and why guardrails belong on the application.
37:26ENWithout Open Source, Machine Learning Would Be Decades BehindHost Sarah Guo, Elad GilHugging Face CEO Clem Delangue on the Tamagotchi pivot, why the company never hired a community manager, and why he does not believe one model will rule them all.
45:03ENEmad Mostaque’s bet: open small models, not one giant brainHost Sarah Guo, Elad GilStability AI’s founder tells No Priors why foundation models should be public infrastructure, why small models can beat giant ones, and what that means for media, medicine, and AGI.
56:20ENBiohub's Bet: Building Open AI World Models of Biology From Proteins Up to CellsHost Sarah Guo, Elad GilMark Zuckerberg, Priscilla Chan and Alex Rives explain why Biohub pairs a frontier AI lab with frontier wet-lab biology, and why it releases tools like ESMFold2 as open source.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsHost Sarah Guo, Elad GilTwo AI investors cover open-source models, autonomous agents, whether to regulate AI, where startups can win, and why healthcare innovation is so hard.









