絞り込み結果
6 件並び順
42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年9月24日ポッドキャスト · 2 人They Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Yearホスト 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· 2026年5月11日ポッドキャスト · 2 人The 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.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年5月29日ポッドキャスト · 2 人The AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giantホスト 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· 2024年10月3日ポッドキャスト · 2 人Fewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.ホスト 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· 2024年7月18日ポッドキャスト · 2 人Goldman 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.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年10月12日ポッドキャスト · 2 人The VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.ホスト 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.