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1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvitado: Sameer Dholakia · Presenta: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerPresenta: Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
42:44ENThey 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.
2:34:18ENZeng Ming on AI’s New Era: Why Great Companies and New Organizations EmergeInvitado: Zeng Ming · Presenta: 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.
37:07ENArm’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.
2:34:18ZH曾鸣:AI 产业化的三阶段与公司组织的消亡Invitado: 曾鸣 · Presenta: 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvitado: Aaron Katz · Presenta: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
46:08ENComputers 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.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvitado: David Frankel · Presenta: Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
39:30ENThree 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.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvitado: Matt Murphy · Presenta: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesInvitado: Avishai Abrahami · Presenta: Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
41:05ENThere 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.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyInvitado: Mike Mignano · Presenta: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvitado: K. R. Sridhar · Presenta: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
45:00ENLip-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.
1:35:16ENPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvitado: Aravind Srinivas · Presenta: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
42:27ENEvery Company Can Operate at the Frontier — If It Owns the EvalsPresenta: Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AIInvitado: Nico Laqua · Presenta: Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
30:34ENCerebras 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.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIInvitado: Shiv Rao · Presenta: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessPresenta: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like softwarePresenta: Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
1:57:54ENCliff Weitzman on Speechify, AI Tools and Learning Through IterationInvitado: Cliff Weitzman · Presenta: Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.
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