絞り込み結果
8 件並び順
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like softwareホスト 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.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room Floorホスト Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
26:28ENAPI prices fell 200x. The LLM table still is not set.ホスト Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartホスト 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.
26:03ENGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.ホスト Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
27:14ENSeven People Did the Work of 700. Salesforce's AI Chief Says Enterprise AI Is Still in the Second Inningホスト Sarah Guo, Elad GilClara Shih tells Sarah Guo and Elad Gil why Salesforce built a shared LLM platform, why data cleanup beats model shopping, and why AI is becoming the enterprise UI.
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.
21:31ENRowing or Steering: How Atlassian's PMs Became AI Buildersホスト Lenny RachitskyAtlassian CPO Tamar Yehoshua explains, through three internal projects, when product managers should write code and when they should guide the team.









