Sarah Guo
Conviction186videos1shows2023 – 2026years
OFTEN APPEARS WITH
Episodes and talks
186 items · newest first202630 items
The Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityHost: Elad GilHostEN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerHost: Elad GilHostENCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioHost: Elad GilHostENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearHost: Elad GilHostENDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconHost: Elad GilHostEN76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsHost: Elad GilHostENArm’s 98.5% margin business just started shipping chipsHost: Elad GilHostENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Host: Elad GilHostENThe Skull Is Already the Vat: Max Hodak on Restoring SightHost: Elad GilHostENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersHost: Elad GilHostENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextHost: Elad GilHostENNetic's Agents Answer the Phone When the Heat BreaksHost: Elad GilHostENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Host: Elad GilHostENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersHost: Elad GilHostENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost: Elad GilHostENThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsHost: Elad GilHostENLip-Bu Tan took the hardest job in chips to save IntelHost: Elad GilHostENEvery Company Can Operate at the Frontier — If It Owns the EvalsHost: Elad GilHostENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesHost: Elad GilHostENCerebras Waited Ten Years for a Market That Finally Needed SpeedHost: Elad GilHostENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost: Elad GilHostENThe first AI take-private is a $6.3 billion bet that services can grow like softwareHost: Elad GilHostENInference Is the Last Market: Baseten’s 30x YearHost: Elad GilHostEN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIHost: Elad GilHostENCopying One ServiceNow App with a Language Model Costs Ten Times as MuchHost: Elad GilHostENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyHost: Elad GilHostENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging AtomsHost: Elad GilHostENAndrej Karpathy Hasn't Typed a Line of Code Since DecemberHost: Elad GilHostENEmbryos Survive 30 Years Frozen. Until Wants Organs to Stop Racing Private JetsHost: Elad GilHostENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsHost: Elad GilHostEN202550 items
Doctors Are Rushing to AI. Robotics Will Take a Beating First.Host: Elad GilHostENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfaceHost: Elad GilHostENHarvey’s bet: make every law firm AI-first, don’t become oneHost: Elad GilHostEN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotHost: Elad GilHostENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeHost: Elad GilHostENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeHost: Elad GilHostEN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorHost: Elad GilHostENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CareHost: Elad GilHostENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantHost: Elad GilHostENSTaR's Author Wants Models With EQ, Not Just More IQHost: Elad GilHostENAttacks Take 23 Minutes. Response Still Takes Days.Host: Elad GilHostENTwo Academic Hours a Day, and 96 Percent of Kids Say They Love SchoolHost: Elad GilHostENDecagon Prices AI Support by the Conversation. The Market Is Wages.Host: Elad GilHostENA construction permit that took four months now takes three minutesHost: Elad GilHostENHow OpenEvidence Became the Clinical OS for 40% of U.S. DoctorsHost: Elad GilHostENSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeHost: Elad GilHostENHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentHost: Elad GilHostENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost: Elad GilHostENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoHost: Elad GilHostEN
State of Startups and AI 2025 - Sarah Guo, ConvictionSpeakerArticle pendingENThe Weekend DeepSeek Dropped, the White House CalledHost: Elad GilHostENA Hundred People, a Billion in Revenue, and Zero Venture MoneyHost: Elad GilHostENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfHost: Elad GilHostEN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsHost: Elad GilHostENFrom 0.1% to 20%: Chai-2 Turns Antibody Design Into Prompt EngineeringHost: Elad GilHostENAlphaEvolve found algorithms humans missed for 50 years — then sped up Gemini 23%Host: Elad GilHostENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksHost: Elad GilHostENBen Mann thinks superintelligence by 2028 is quite possibleHost: Elad GilHostENFei-Fei Li’s new bet: AI is incomplete without spatial intelligenceHost: Elad GilHostENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantHost: Elad GilHostENShowing 60 of 186