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No Priors: AI, Machine Learning, Tech, & Startups· 24 sept. 2026Podcast · 2 voixThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearAnime : 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.
22:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 11 mai 2026Podcast · 2 voixThe first AI take-private is a $6.3 billion bet that services can grow like softwareAnime : 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.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· 29 mai 2025Podcast · 2 voixThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
26:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 oct. 2024Podcast · 2 voixFewer 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.
29:12ENNo Priors: AI, Machine Learning, Tech, & Startups· 18 juil. 2024Podcast · 2 voixGoldman says AI will touch 5% of tasks. Two investors take the report apartAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 12 oct. 2023Podcast · 2 voixThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Anime : Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.