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42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 24일팟캐스트 · 2명They Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Year진행자 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· 2026년 5월 11일팟캐스트 · 2명The first AI take-private is a $6.3 billion bet that services can grow like software진행자 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· 2025년 5월 29일팟캐스트 · 2명The AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giant진행자 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· 2024년 10월 3일팟캐스트 · 2명Fewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.진행자 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· 2024년 7월 18일팟캐스트 · 2명Goldman says AI will touch 5% of tasks. Two investors take the report apart진행자 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· 2023년 10월 12일팟캐스트 · 2명The VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.진행자 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.