絞り込み結果
185 件並び順
36:38ENProducts Get Replaced, Platforms Stick: MongoDB's CEO on the SaaS Bear Thesisホスト 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.
40:42ENDon't Mistake a Month of Hype for the End of Softwareホスト 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.
34:57ENIt's Six Months In: Misconceptions About AI, Regulation, Context Windows and Incumbentsホスト 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.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI Boomホスト 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.
44:30ENOpen the Front Door: Emil Michael on Rebuilding U.S. Defense Around Startups, AI and Supply Chainsホスト 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.
47:13ENReid Hoffman's Case Against Doomerism: AI as the Steam Engine of the Mindホスト 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.
51:39ENA Tutor for Every Child: Sal Khan on How AI Could Transform Educationホスト 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.
36:05ENContracts, Not Chips, Are the Collateral: How the AI Compute Buildout Gets Financedホスト 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.
23:54ENBeyond GPT-7: The Customization Toolkit, Meta's Open Source Bet and the Return of Consumer AIホスト 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.
45:27ENThe Agent State: How AI Flattened the Adversary Pyramid and Why Defenders Need Their Own Frontier Modelsホスト 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.
31:46ENWhy Rivian Threw Out Its First Self-Driving Stack and Built Its Own Brainホスト Sarah Guo, Elad GilRivian founder RJ Scaringe explains the neural-net reset, in-house chips, software-defined architecture and the mass-market R2 bet.
26:01ENAfter the OpenAI Saga: Governance, Incentives, Diffusion Models and Why Your ASP Is My Opportunityホスト 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.
35:37ENPricing the Future: Kalshi's Tarek Mansour on Winning the Right to Trade Electionsホスト 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.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener Questionsホスト 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.
41:23ENThe Vulnerability Flood: Cloudflare's CTO on Security, Agent Traffic and an AI-First Companyホスト 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.
43:44ENRoblox's 20-Year Bet: Building the Holodeck with Native AI Modelsホスト 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.
29:03ENNotion's Simon Last on Rewriting the AI Harness Every Six Months and Managing a Swarm of Agentsホスト 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.









