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1:04:26EN
Sequoia Capital· Oct 6, 2026PodcastAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· Oct 2, 2026Podcast · 2 speakersCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioHost Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:28:08EN
Cognitive Revolution "How AI Changes Everything"· Oct 1, 2026PodcastThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedHost Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 3, 2026Podcast · 2 speakersArm’s 98.5% margin business just started shipping chipsHost Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 27, 2026Podcast · 2 speakersGoogle 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.
55:19ENSequoia Capital· Aug 25, 2026PodcastHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:04:14EN
Unsupervised Learning: With Jacob Effron· Jul 31, 2026PodcastThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseHost Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
55:19ENSequoia Capital· Jul 7, 2026PodcastThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 2, 2026Podcast · 2 speakersTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:10:15ENSequoia Capital· Jun 30, 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 18, 2026Podcast · 2 speakersLip-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.
1:06:36ENUnsupervised Learning: With Jacob Effron· Jun 12, 2026PodcastBills Doubled Overnight. Next, the APIs Might Vanish.Host Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
41:20ENSequoia Capital· Jun 10, 2026PodcastA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
45:33ENSequoia Capital· May 26, 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· May 21, 2026Podcast · 2 speakersCerebras Waited Ten Years for a Market That Finally Needed SpeedHost Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· May 14, 2026Podcast · 2 speakersThe 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.
4:18:22EN
Lex Fridman· May 6, 2026Podcast · 2 speakersEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoGuest FFmpeg · Host Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· May 1, 2026Podcast · 2 speakersInference Is the Last Market: Baseten’s 30x YearHost Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
44:01ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 9, 2026Podcast · 2 speakersA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyHost Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:37:43ENCognitive Revolution "How AI Changes Everything"· Mar 25, 2026PodcastCisco wants two extra network layers so agents can share intentHost Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
2:25:58ENLex 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.
44:19ENSequoia Capital· Mar 17, 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
40:56ENSequoia Capital· Mar 10, 2026PodcastFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
44:46ENSequoia Capital· Feb 10, 2026PodcastA Single Training Environment Can Cost Millions. Prime Intellect Wants a GitHub for RLWill Brown and Johannes Hagemann argue that the eval suite you already use to test agents is one step away from a training set.Load moreShowing 24 of 99