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35:39ENCompute 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.
41:09ENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesPresenta: Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIPresenta: Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
57:28ENCopying One ServiceNow App with a Language Model Costs Ten Times as MuchPresenta: Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
1:06:31ENAndrej Karpathy Hasn't Typed a Line of Code Since DecemberPresenta: Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfacePresenta: Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
48:14ENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreePresenta: Sarah Guo, Elad GilMost medicines fail in years seven to ten, after hundreds of millions have already gone into the clinic—and Sajith Wickramasekara thinks sending things to space may already be easier.
58:21ENAttacks Take 23 Minutes. Response Still Takes Days.Presenta: Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
42:12ENHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentPresenta: Sarah Guo, Elad GilOn No Priors, Andrew Ng argues that agentic AI has made software cheap and fast, which moves the bottleneck to product judgment, error analysis, and the instinct to try an AI before adding headcount.
1:02:54ENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfPresenta: Sarah Guo, Elad GilFormer Gemini reward-model lead Misha Laskin on Asimov, why comprehension beats generation, and why there is no such thing as generalization—only pulling the test distribution into train.
42:09ENAlphaEvolve found algorithms humans missed for 50 years — then sped up Gemini 23%Presenta: Sarah Guo, Elad GilGoogle DeepMind’s Pushmeet Kohli and Matej Balog tell No Priors how an evolutionary coding agent searches algorithm space the way AlphaGo searched Go.
41:25ENBen Mann thinks superintelligence by 2028 is quite possiblePresenta: Sarah Guo, Elad GilAnthropic's co-founder tells No Priors how Claude 4 unlocked hours of unattended agent work, why the lab built Claude Code, and what an economic Turing test would actually measure.
38:10ENo3 should wait exactly as long as the answer takesPresenta: Sarah Guo, Elad GilOpenAI researchers Eric Mitchell and Brandon McKinzie tell No Priors why o3's leap is a chain of tools during reasoning — and why you should send the same prompt a hundred times.
30:46ENDeep Research Turned Web Browsing into a Trainable ProblemPresenta: Sarah Guo, Elad GilOpenAI researcher Isa Fulford explains why a side project on read-only synthesis became an agent, when reinforcement fine-tuning is worth it, and why models will hack the search engine you gave them.
41:52ENMercor Hit $100 Million ARR Teaching Models to Hire. Humans Now Write the Exams.Presenta: Sarah Guo, Elad GilBrendan Foody tells Sarah Guo and Elad Gil how Mercor automated recruiting for frontier labs — and why building evals may become the world's most common knowledge job.
50:35ENCopilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to ClearPresenta: Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
38:28ENHalf of Production AI Is RAG. Fine-Tuning Almost Disappeared.Presenta: Sarah Guo, Elad GilBraintrust CEO Ankur Goyal tells No Priors what Notion, Zapier, and Vercel actually ship — and which hyped techniques they quietly dropped.
48:31ENA Call Center Contact Costs $13. A Company Agent Can Do It for Under a DollarPresenta: Sarah Guo, Elad GilSierra cofounder and OpenAI chairman Bret Taylor tells No Priors why branded customer agents are shovel-ready, why RAG demos are not products, and how AI software should charge for the job done.
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.
46:36ENAfter a decade of code search, Sourcegraph’s CTO says the coding-AI fight is outside the modelPresenta: Sarah Guo, Elad GilBeyang Liu on Cody, why keyword search still does most of RAG, and why CS fundamentals get more valuable as AI compresses the middleware.
32:48ENFourteen People, $200 Million of Compute, and the Reliability Bottleneck for AgentsPresenta: Sarah Guo, Elad GilImbue co-founders Kanjun Qiu and Josh Albrecht on why agents fail, why language models cannot learn general algorithms, and why they are spending a giant round on GPUs rather than headcount.
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.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsPresenta: Sarah Guo, Elad GilTwo AI investors cover open-source models, autonomous agents, whether to regulate AI, where startups can win, and why healthcare innovation is so hard.









