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26:03ENGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.Presenta: 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.
38:01ENHalf of GDP Is Labor. Figure Wants Humanoids to Do the Work.Presenta: Sarah Guo, Elad GilBrett Adcock tells No Priors why a 21-month-old company raised $675 million to put general-purpose humanoid robots in factories first, then homes.
42:14ENMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.
39:25ENThree Engineers, Three Weeks: The Internal LLM Tool Half of Stripe Uses Every WeekPresenta: Sarah Guo, Elad GilEmily Glassberg Sands, Stripe's head of information, explains how a non-AI company got generative AI into employees' hands, then into Radar, Sigma, and the products customers actually pay for.
19:10ENThe World's Only Capped-Profit CompanyPresenta: 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.
39:36ENThe Most Underestimated AI Buyer Is the Shop on the CornerPresenta: Sarah Guo, Elad GilFormer Square CEO Alyssa Henry tells No Priors that generative AI is unlocking work small merchants always needed and never paid anyone to do.
27:14ENSeven People Did the Work of 700. Salesforce's AI Chief Says Enterprise AI Is Still in the Second InningPresenta: 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.
32:34ENTen Thousand Certified Engineers in a Year: Google Cloud's Order of Operations for Enterprise AIPresenta: Sarah Guo, Elad GilKawal Gandhi, head of generative AI in Google Cloud's Office of the CTO, walks Sarah Guo and Elad Gil through dogfooding, the efficiency-productivity-creativity ladder, and why customer weights are the IP that cannot leak.
43:07ENThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Presenta: 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.
39:45ENPalantir's 13th Employee: The Model Is a Stochastic Genie. Ontology Is the Stake That Tethers ItPresenta: Sarah Guo, Elad GilCTO Shyam Sankar on 550 microservices, air-gapped submarines, and why Palantir's ontology is what large language models were waiting for.
51:22ENThree IPOs Later, Frank Slootman Still Thinks the Job Is UrgencyPresenta: Sarah Guo, Elad GilSnowflake's CEO tells No Priors how he picked the right elevator, turned a 15-person backup startup into an EMC acquisition, and why a data lake is a landfill you should not train on.
39:37ENNobody Plans Dinner in KeywordsPresenta: Sarah Guo, Elad GilInstacart CEO Fidji Simo tells No Priors why generative AI finally lets grocery software answer the questions people actually ask, and why 80,000 existing stores still beat a dark warehouse.
50:07ENCheap Volume Beats Gold-Plated Jets: Anduril’s Brian Schimpf on AI and DefensePresenta: Sarah Guo, Elad GilThe Anduril CEO on Lattice, a school-bus-sized autonomous submarine, why Ukraine made fighter attrition unworkable, and how you actually sell a capability to the Pentagon.
54:56ENKevin Scott Seized Microsoft's GPU Budget, Bet on OpenAI, and Still Didn't See ChatGPT ComingPresenta: Sarah Guo, Elad GilFive months after ChatGPT launched, Microsoft's CTO walked No Priors through the all-in bet, the Copilot stack, and why he is still bullish on jobs.
46:57EN95% of Drug Programs Fail. Daphne Koller Is Betting Machine Learning on the First DecisionPresenta: Sarah Guo, Elad GilA new medicine still takes more than a decade and well over a billion dollars — and Insitro's founder argues the expensive failures start with the wrong target, indication, or patient.
50:12ENThe Drone Is Only 15 Percent of the ProblemPresenta: Sarah Guo, Elad GilZipline CEO Keller Rinaudo Cliffton on why blood delivery in Rwanda, not a cooler airplane, built the world's largest commercial autonomous system.
36:38ENProducts Get Replaced, Platforms Stick: MongoDB's CEO on the SaaS Bear ThesisPresenta: Sarah Guo, Elad GilCJ Desai tells Sarah Guo why he thinks fears about AI erasing the value of enterprise software are overblown, and what he says really protects a software company.
40:42ENDon't Mistake a Month of Hype for the End of SoftwarePresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil separate the SaaS-apocalypse noise from the real signals: record revenue ramps, collapsing token prices, and the question of when a founder should sell.
34:57ENIt's Six Months In: Misconceptions About AI, Regulation, Context Windows and IncumbentsPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil answer listener questions on what the market gets wrong about generative AI, from the nuclear-regulation analogy to where startups can still beat incumbents.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI BoomPresenta: Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
44:30ENOpen the Front Door: Emil Michael on Rebuilding U.S. Defense Around Startups, AI and Supply ChainsPresenta: Sarah Guo, Elad GilThe Pentagon's research and engineering chief explains his six technology priorities, the rapid launch of GenAI.mil, and why new entrants and domestic manufacturing are now urgent.
47:13ENReid Hoffman's Case Against Doomerism: AI as the Steam Engine of the MindPresenta: Sarah Guo, Elad GilThe LinkedIn and PayPal co-founder explains why he sees AI as a human amplifier, what white-collar workers should do now, how Inflection's Pi was conceived, and why you can't regulate before you innovate.
36:05ENContracts, Not Chips, Are the Collateral: How the AI Compute Buildout Gets FinancedPresenta: Sarah Guo, Elad GilMagnetar's Neil Tiwari explains the debt structures behind GPU clouds, why power and steel now limit the buildout, and why he thinks the selloff in software is overdone.
31:46ENWhy Rivian Threw Out Its First Self-Driving Stack and Built Its Own BrainPresenta: Sarah Guo, Elad GilRivian founder RJ Scaringe explains the neural-net reset, in-house chips, software-defined architecture and the mass-market R2 bet.
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