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23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceInvité : Satya Nadella · Anime : Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerAnime : 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.
1:10:08ENJerry Murdock on AI Financing, Open Models and Technology CyclesInvité : Jerry Murdock · Anime : Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI MarketplacesInvité : Alex Atallah · Anime : Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI EvaluationInvité : Anastasios Angelopoulos · Anime : Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
42:57ENInference Is the Last Market: Baseten’s 30x YearAnime : 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.
1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsAnime : Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonAnime : 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.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledAnime : 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.
22:32ENThe $5.5 Million Was Only the Last MileAnime : Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
27:07ENAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerAnime : 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.
26:08ENFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Anime : Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
42:59ENAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadAnime : 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.
2:47:17ENIf You Want Human-Level AI, Abandon Generative ModelsInvité : Yann Lecun · Anime : Lex FridmanYann LeCun tells Lex Fridman why autoregressive LLMs cannot plan, remember, or understand the physical world — and why open source is the only democratic answer.
19:10ENThe World's Only Capped-Profit CompanyAnime : Sarah Guo, Elad GilNo Priors looks back at 2023 through eight conversations on money, intelligence, jobs, and who should put the guardrails on a model.
32:57ENA 7-billion-parameter model on a MacBook: Mistral's CEO reruns the cost of AIAnime : Sarah Guo, Elad GilArthur Mensch tells No Priors why Chinchilla made small models valuable, why open-sourcing Mistral 7B is not a bioweapon risk, and why guardrails belong on the application.
1:04:38ENHundreds of Miles Apart, Zuckerberg and Fridman Sat Close Enough to See the WrinklesInvité : Mark Zuckerberg · Anime : Lex FridmanLex Fridman sat in a dark room in Austin wearing a Quest headset; Mark Zuckerberg sat in another conference room, also wearing one, and it did not feel like a video call.
29:38ENA Beginner Just Shipped a $250K Business. Professionals Got 30 Percent.Anime : Sarah Guo, Elad GilReplit CEO Amjad Masad on Ghostwriter, why a 3-billion-parameter model was enough, and the agents he wants earning bounties while you sleep.
30:03ENA Dinner-Plate Chip Cut Training From 60 Days to 3.5Anime : Sarah Guo, Elad GilCerebras CEO Andrew Feldman tells No Priors why wafer-scale silicon, not another GPU, is the answer to the compute crunch — and why most production models will stay at 13 billion parameters or below.
2:41:58ENZuckerberg showed up as Mark Elliott — then argued for many AIs, not oneInvité : Mark Zuckerberg · Anime : Lex FridmanOn his second Lex Fridman podcast, the Meta CEO treats a disguised first jiu-jitsu tournament, an open research model called LLaMA, and a future of many agents as the same bet: ship before it is perfect, and do not build a single god model.
40:25ENA 6-Billion-Parameter Clone of ChatGPT’s Core TrickAnime : Sarah Guo, Elad GilDatabricks CTO Matei Zaharia tells Sarah Guo and Elad Gil how Dolly learned instruction-following on fifty times less data than GPT-3 — and why he would rather look facts up than bake them into a trillion-parameter network.
53:37EN30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsAnime : Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.
37:26ENWithout Open Source, Machine Learning Would Be Decades BehindAnime : Sarah Guo, Elad GilHugging Face CEO Clem Delangue on the Tamagotchi pivot, why the company never hired a community manager, and why he does not believe one model will rule them all.
45:03ENEmad Mostaque’s bet: open small models, not one giant brainAnime : Sarah Guo, Elad GilStability AI’s founder tells No Priors why foundation models should be public infrastructure, why small models can beat giant ones, and what that means for media, medicine, and AGI.
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