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36:38EN
No Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixProducts Get Replaced, Platforms Stick: MongoDB's CEO on the SaaS Bear ThesisAnime : 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.
40:42ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixDon't Mistake a Month of Hype for the End of SoftwareAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil separate the SaaS-apocalypse noise from the real signals: record revenue ramps, collapsing token prices, and the question of when a founder should sell.
34:57ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixIt's Six Months In: Misconceptions About AI, Regulation, Context Windows and IncumbentsAnime : 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.
23:57ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI BoomAnime : Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
44:30ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixOpen the Front Door: Emil Michael on Rebuilding U.S. Defense Around Startups, AI and Supply ChainsAnime : 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.
47:13ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixReid Hoffman's Case Against Doomerism: AI as the Steam Engine of the MindAnime : Sarah Guo, Elad GilThe LinkedIn and PayPal co-founder explains why he sees AI as a human amplifier, what white-collar workers should do now, how Inflection's Pi was conceived, and why you can't regulate before you innovate.
51:39ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixA Tutor for Every Child: Sal Khan on How AI Could Transform EducationAnime : Sarah Guo, Elad GilKhan Academy's founder traces his path from tutoring his cousins to building Khanmigo, and explains how GPT-4, classroom change, universities and future skills fit together.
36:05ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixContracts, Not Chips, Are the Collateral: How the AI Compute Buildout Gets FinancedAnime : 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.
23:54ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixBeyond GPT-7: The Customization Toolkit, Meta's Open Source Bet and the Return of Consumer AIAnime : Sarah Guo, Elad GilIn a host-only episode, the No Priors hosts map the six levers for 10x to 100x better AI, explain fine-tuning, RAG and AI feedback, and ask why consumer social is suddenly interesting again.
45:27ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixThe Agent State: How AI Flattened the Adversary Pyramid and Why Defenders Need Their Own Frontier ModelsAnime : Sarah Guo, Elad GilCrowdStrike CEO George Kurtz explains how low-skill attackers now wield nation-state tradecraft through AI agents, and how CrowdStrike and Nvidia are training security-specific models to fight back.
31:46ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixWhy Rivian Threw Out Its First Self-Driving Stack and Built Its Own BrainAnime : Sarah Guo, Elad GilRivian founder RJ Scaringe explains the neural-net reset, in-house chips, software-defined architecture and the mass-market R2 bet.
26:01ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixAfter the OpenAI Saga: Governance, Incentives, Diffusion Models and Why Your ASP Is My OpportunityAnime : 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.
35:37ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixPricing the Future: Kalshi's Tarek Mansour on Winning the Right to Trade ElectionsAnime : Sarah Guo, Elad GilThe Kalshi CEO explains how his regulated exchange beat the CFTC in court, why he sees event contracts as hedging rather than gambling, and why he thinks market prices beat polls and pundits.
33:31ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsAnime : 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.
41:23ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixThe Vulnerability Flood: Cloudflare's CTO on Security, Agent Traffic and an AI-First CompanyAnime : Sarah Guo, Elad GilCloudflare CTO Dane Knecht tells Sarah Guo how AI is accelerating vulnerability discovery, why agents need a new economic model for the web, and how Cloudflare is reorganizing around AI.
43:44ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixRoblox's 20-Year Bet: Building the Holodeck with Native AI ModelsAnime : Sarah Guo, Elad GilRoblox CEO Dave Baszucki explains how 13 billion monthly hours of 3D interaction data could power smarter NPCs, virtual doppelgängers and a cloud-native future for games.
29:03ENNo Priors: AI, Machine Learning, Tech, & StartupsPodcast · 2 voixNotion's Simon Last on Rewriting the AI Harness Every Six Months and Managing a Swarm of AgentsAnime : Sarah Guo, Elad GilThe Notion co-founder traces the product's path from a writing assistant to custom background agents, and describes how coding agents changed the way he builds.