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a16z· 23 oct 2026Pódcast · 3 vocesAmazon CEO Andy Jassy on the $220 Billion AI BuildoutInvitado: Andy Jassy · Presenta: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
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Latent Space· 22 oct 2026Pódcast · 2 vocesWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvitado: Erik Bernhardsson · Presenta: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
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The Pragmatic Engineer· 21 oct 2026Pódcast · 2 vocesWill Larson: The Revised Rules of Engineering ManagementInvitado: Will Larson · Presenta: Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.
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Stanford AI Club· 15 oct 2026Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
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No Priors: AI, Machine Learning, Tech, & Startups· 2 oct 2026Pódcast · 2 vocesCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioPresenta: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:48:57EN
Cognitive Revolution "How AI Changes Everything"· 25 sept 2026PódcastAI Safety's Real Shortage Is Founders, Not IdeasPresenta: Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
42:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 24 sept 2026Pódcast · 2 vocesThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearPresenta: 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.
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Sequoia Capital· 15 sept 2026PódcastThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
45:10ENNo Priors: AI, Machine Learning, Tech, & Startups· 10 sept 2026Pódcast · 2 voces76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsPresenta: Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 sept 2026Pódcast · 2 vocesArm’s 98.5% margin business just started shipping chipsPresenta: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
52:27ENSequoia Capital· 1 sept 2026PódcastAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
31:39ENNo Priors: AI, Machine Learning, Tech, & Startups· 20 ago 2026Pódcast · 2 vocesThe Skull Is Already the Vat: Max Hodak on Restoring SightPresenta: Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.
46:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 13 ago 2026Pódcast · 2 vocesComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersPresenta: Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
39:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 6 ago 2026Pódcast · 2 vocesThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextPresenta: Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
34:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 31 jul 2026Pódcast · 2 vocesNetic's Agents Answer the Phone When the Heat BreaksPresenta: Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
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Unsupervised Learning: With Jacob Effron· 31 jul 2026PódcastThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HousePresenta: Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
49:20ENNo Priors: AI, Machine Learning, Tech, & Startups· 23 jul 2026Pódcast · 2 vocesHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Presenta: Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 jul 2026Pódcast · 2 vocesThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersPresenta: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
55:19ENSequoia Capital· 7 jul 2026PódcastThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2 jul 2026Pódcast · 2 vocesTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperPresenta: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 18 jun 2026Pódcast · 2 vocesLip-Bu Tan took the hardest job in chips to save IntelPresenta: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
41:20ENSequoia Capital· 10 jun 2026PódcastA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
56:10ENUnsupervised Learning: With Jacob Effron· 1 jun 2026PódcastReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the CardPresenta: Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 21 may 2026Pódcast · 2 vocesCerebras Waited Ten Years for a Market That Finally Needed SpeedPresenta: Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.Cargar másMostrando 24 de 367