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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.
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.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 27 ago 2026Pódcast · 2 vocesGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Presenta: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
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.
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.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 may 2026Pódcast · 2 vocesThe 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.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 1 may 2026Pódcast · 2 vocesInference Is the Last Market: Baseten’s 30x YearPresenta: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
44:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 abr 2026Pódcast · 2 vocesA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyPresenta: Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 15 oct 2025Pódcast · 2 vocesPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantPresenta: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· 28 ago 2025Pódcast · 2 vocesSeventeen Years of Flat Power, and a Plan to Bring the Factories HomePresenta: Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 ago 2025Pódcast · 2 vocesThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonPresenta: Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 31 jul 2025Pódcast · 2 vocesThe Weekend DeepSeek Dropped, the White House CalledPresenta: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
27:45ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 abr 2025Pódcast · 2 vocesNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreePresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
23:37ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 ene 2025Pódcast · 2 vocesA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesPresenta: Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
27:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 26 dic 2024Pódcast · 2 vocesAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
42:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 12 dic 2024Pódcast · 2 vocesThey Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI ChipsPresenta: Sarah Guo, Elad GilAkash Systems founders Felix Ejeckam and Ty Mitchell tell Sarah Guo why heat is the real limiter on AI, and how lab-grown diamond bonded to semiconductors is their answer.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· 7 nov 2024Pódcast · 2 vocesJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesPresenta: Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.
44:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 24 oct 2024Pódcast · 2 voces100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyPresenta: Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.
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.
42:42ENNo Priors: AI, Machine Learning, Tech, & Startups· 22 ago 2024Pódcast · 2 vocesEthereum Once Held Two Thousand GPT-3 Clusters of GPUsPresenta: Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
39:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 22 may 2024Pódcast · 2 vocesJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.Presenta: Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.
29:09ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 may 2024Pódcast · 2 vocesThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
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.Cargar másMostrando 24 de 35