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1:59:52ENDavid Qian on Succession, Robotics, and Finding His Own AmbitionGuest David Qian (Qian Cheng) · Host 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearHost Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
2:34:18ENZeng Ming on AI’s New Era: Why Great Companies and New Organizations EmergeGuest Zeng Ming · Host 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataGuest Aaron Katz · Host Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Host Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
46:08ENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersHost Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextHost Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
34:30ENNetic's Agents Answer the Phone When the Heat BreaksHost Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
49:20ENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Host Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersHost Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
45:00ENLip-Bu Tan took the hardest job in chips to save IntelHost Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
42:27ENEvery Company Can Operate at the Frontier — If It Owns the EvalsHost Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
39:48EN400,000 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.
57:28ENCopying 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.
2:25:58ENAGI 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.
1:16:21ENJensen 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.
40:46ENDoctors 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.
44:17ENHarvey’s bet: make every law firm AI-first, don’t become oneHost Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeHost Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
58:21ENAttacks Take 23 Minutes. Response Still Takes Days.Host Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
4:34:10ENPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Guest Pavel Durov · Host Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
58:25ENA construction permit that took four months now takes three minutesHost Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
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.
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