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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.
42:57ENInference 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.
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.
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.
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.
27:07ENAfter 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.
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.
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.
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.
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.
29:38ENA Beginner Just Shipped a $250K Business. Professionals Got 30 Percent.Host Sarah Guo, Elad GilReplit CEO Amjad Masad on Ghostwriter, why a 3-billion-parameter model was enough, and the agents he wants earning bounties while you sleep.
30:03ENA Dinner-Plate Chip Cut Training From 60 Days to 3.5Host Sarah Guo, Elad GilCerebras CEO Andrew Feldman tells No Priors why wafer-scale silicon, not another GPU, is the answer to the compute crunch — and why most production models will stay at 13 billion parameters or below.
40:25ENA 6-Billion-Parameter Clone of ChatGPT’s Core TrickHost Sarah Guo, Elad GilDatabricks CTO Matei Zaharia tells Sarah Guo and Elad Gil how Dolly learned instruction-following on fifty times less data than GPT-3 — and why he would rather look facts up than bake them into a trillion-parameter network.
53:37EN30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsHost Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.
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.
45:27ENThe Agent State: How AI Flattened the Adversary Pyramid and Why Defenders Need Their Own Frontier ModelsHost Sarah Guo, Elad GilCrowdStrike CEO George Kurtz explains how low-skill attackers now wield nation-state tradecraft through AI agents, and how CrowdStrike and Nvidia are training security-specific models to fight back.
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.









