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26:28EN
No Priors: AI, Machine Learning, Tech, & Startups· 12 sept 2024Pódcast · 2 vocesAPI prices fell 200x. The LLM table still is not set.Presenta: 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.
42:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 29 ago 2024Pódcast · 2 vocesAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadPresenta: 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.
48:20ENNo Priors: AI, Machine Learning, Tech, & Startups· 15 ago 2024Pódcast · 2 vocesNot Spending $100 Is a Hundred Times Better Than a Dollar BackPresenta: Sarah Guo, Elad GilRamp co-founders Eric Glyman and Karim Atiyeh walk through self-driving money, Iron Man suits for sales, and why they never lead with the word AI.
33:10ENNo Priors: AI, Machine Learning, Tech, & Startups· 8 ago 2024Pódcast · 2 vocesA Weekend Prototype Now Autocompletes a Third of Brex ExpensesPresenta: Sarah Guo, Elad GilPedro Franceschi tells Sarah Guo and Elad Gil how a 48-hour GPT-3.5 hack became an assistant for 30,000 companies — and why firing 20,000 customers was a leadership-bandwidth decision.
41:25ENNo Priors: AI, Machine Learning, Tech, & Startups· 25 jul 2024Pódcast · 2 vocesEven If the Models Froze Today, We've Extracted One-Millionth of the ValuePresenta: Sarah Guo, Elad GilAirtable CEO Howie Liu on why a 2012 vision deck still maps the company, why enterprise AI is stuck on imagination, and why codegen will not kill no-code before AGI.
29:12ENNo Priors: AI, Machine Learning, Tech, & Startups· 18 jul 2024Pódcast · 2 vocesGoldman says AI will touch 5% of tasks. Two investors take the report apartPresenta: 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.
26:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 11 abr 2024Pódcast · 2 vocesGPT-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.
38:33ENNo Priors: AI, Machine Learning, Tech, & Startups· 21 mar 2024Pódcast · 2 vocesSpeed Is the Thing You Can Buy: Baseten’s Bet on InferencePresenta: Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
42:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 7 mar 2024Pódcast · 2 vocesMeta’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.
42:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 15 feb 2024Pódcast · 2 vocesNotion’s Ivan Zhao: RAG Will Make Organizing OptionalPresenta: Sarah Guo, Elad GilThe Notion CEO tells No Priors why he bet the company on GPT-4, why embeddings matter as much as agents, and why software is entering a bundling cycle.
39:25ENNo Priors: AI, Machine Learning, Tech, & Startups· 8 feb 2024Pódcast · 2 vocesThree 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.
27:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 7 dic 2023Pódcast · 2 vocesSeven 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.
36:22ENNo Priors: AI, Machine Learning, Tech, & Startups· 26 oct 2023Pódcast · 2 vocesOne Attacker and a For Loop: Why Email Is Still the Softest Target in an AI Arms RacePresenta: Sarah Guo, Elad GilMaterial Security co-founder Ryan Noon on how 2016 election hacks, Google and Microsoft's email duopoly, and large language models are rewriting both sides of cybersecurity.
32:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 23 oct 2023Pódcast · 2 vocesTen 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.
39:45ENNo Priors: AI, Machine Learning, Tech, & Startups· 27 jul 2023Pódcast · 2 vocesPalantir'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.
51:22ENNo Priors: AI, Machine Learning, Tech, & Startups· 29 jun 2023Pódcast · 2 vocesThree 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.
39:37ENNo Priors: AI, Machine Learning, Tech, & Startups· 22 jun 2023Pódcast · 2 vocesNobody 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.
54:56ENNo Priors: AI, Machine Learning, Tech, & Startups· 24 may 2023Pódcast · 2 vocesKevin 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.
40:25ENNo Priors: AI, Machine Learning, Tech, & Startups· 6 abr 2023Pódcast · 2 vocesA 6-Billion-Parameter Clone of ChatGPT’s Core TrickPresenta: 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.
36:38ENNo Priors: AI, Machine Learning, Tech, & StartupsPódcast · 2 vocesProducts 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.
34:57ENNo Priors: AI, Machine Learning, Tech, & StartupsPódcast · 2 vocesIt'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.
44:30ENNo Priors: AI, Machine Learning, Tech, & StartupsPódcast · 2 vocesOpen 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.
36:05ENNo Priors: AI, Machine Learning, Tech, & StartupsPódcast · 2 vocesContracts, 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.
26:01ENNo Priors: AI, Machine Learning, Tech, & StartupsPódcast · 2 vocesAfter the OpenAI Saga: Governance, Incentives, Diffusion Models and Why Your ASP Is My OpportunityPresenta: Sarah Guo, Elad GilIn a host-only episode, Sarah Guo and Elad Gil unpack what OpenAI's leadership turmoil teaches about governance and incentives, then turn to AI video, small teams and the economics of AI investing.