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22:01ENThe 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.
29:26ENChatGPT 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.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorHost Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
27:19ENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CareHost Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.
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.
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.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans BurnedHost Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
23:37ENA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesHost Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
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.
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.
26:08ENFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Host Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
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.
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.
27:26ENA 40-Person Company With 40,000 Paying Customers Wants to Replace the Camera With AIHost Sarah Guo, Elad GilHeyGen CEO Joshua Xu tells Sarah Guo and Elad Gil how avatars, localization, and a component-wise video stack are meant to knock the camera out of content production.
26:00ENWhy a Zapier founder thinks AGI research has been stalled for four yearsHost Sarah Guo, Elad GilMike Knoop and François Chollet put more than a million dollars on beating ARC-AGI, the eval they say actually measures general intelligence.
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.
29:28ENDevin Will Not Replace Engineers. It Will Multiply Them, Says Cognition’s Scott WuHost Sarah Guo, Elad GilThe IOI champion behind Devin explains why an AI software engineer that you can watch over the shoulder creates more human engineers, not fewer.
24:32ENImage Generation Is Still a Loot Box. Suhail Doshi Wants to Scale PixelsHost Sarah Guo, Elad GilThe Playground AI founder tells No Priors why he skipped language models, how a noise-sampling trick fixed SDXL's muddy brightness, and what a large vision model would actually do.
26:03ENGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.Host Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
27:32ENFrom a side project to 700 integrations: Harrison Chase on what still blocks agentsHost Sarah Guo, Elad GilThe LangChain CEO walks through a two-year churn of patterns, and why memory, planning, and few-shot data still matter more than swapping models.
19:10ENThe World's Only Capped-Profit CompanyHost Sarah Guo, Elad GilNo Priors looks back at 2023 through eight conversations on money, intelligence, jobs, and who should put the guardrails on a model.
27:14ENSeven People Did the Work of 700. Salesforce's AI Chief Says Enterprise AI Is Still in the Second InningHost Sarah Guo, Elad GilClara Shih tells Sarah Guo and Elad Gil why Salesforce built a shared LLM platform, why data cleanup beats model shopping, and why AI is becoming the enterprise UI.
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