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No Priors: AI, Machine Learning, Tech, & Startups· Sep 24, 2026Podcast · 2 speakersThey 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.
22:01ENNo Priors: AI, Machine Learning, Tech, & Startups· May 11, 2026Podcast · 2 speakersThe 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.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· May 29, 2025Podcast · 2 speakersThe 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.
26:08ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 3, 2024Podcast · 2 speakersFewer 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.
29:12ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 18, 2024Podcast · 2 speakersGoldman 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.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 12, 2023Podcast · 2 speakersThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Host Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.