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35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 10월 2일팟캐스트 · 2명Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratio진행자 Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.인프라와 배포InferenceAI cost & performance+3
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 3일팟캐스트 · 2명Arm’s 98.5% margin business just started shipping chips진행자 Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.인프라와 배포Company BuildingAI Strategy+3
34:51EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 8월 27일팟캐스트 · 2명Google Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.진행자 Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.기업과 전략인프라와 배포Data quality & curation+3
1:01:27EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 2일팟캐스트 · 2명Two Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaper진행자 Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.인프라와 배포Company Building안전과 거버넌스+3
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 6월 18일팟캐스트 · 2명Lip-Bu Tan took the hardest job in chips to save Intel진행자 Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.기업과 전략인프라와 배포Leadership+3
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 21일팟캐스트 · 2명Cerebras Waited Ten Years for a Market That Finally Needed Speed진행자 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.인프라와 배포Company BuildingLeadership+3
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 14일팟캐스트 · 2명The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business진행자 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.기업과 전략AI Strategy인프라와 배포+3
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 1일팟캐스트 · 2명Inference Is the Last Market: Baseten’s 30x Year진행자 Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.인프라와 배포InferencePost-training+3
44:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 4월 9일팟캐스트 · 2명A millionth of a penny: Jeremy Allaire on the payment rails of the agentic economy진행자 Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.에이전트Agentic commerce금융 AI+3
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 15일팟캐스트 · 2명Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plant진행자 Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.인프라와 배포Company BuildingAI cost & performance+3
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 28일팟캐스트 · 2명Seventeen Years of Flat Power, and a Plan to Bring the Factories Home진행자 Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.기업과 전략AI Strategy인프라와 배포+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 14일팟캐스트 · 2명The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragon진행자 Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.인프라와 배포InferenceAI cost & performance+3
36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 7월 31일팟캐스트 · 2명The Weekend DeepSeek Dropped, the White House Called진행자 Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.기업과 전략AI Strategy인프라와 배포+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 4월 3일팟캐스트 · 2명Nasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Three진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.기업과 전략AI StrategyGenerative media+3
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 1월 9일팟캐스트 · 2명A Hundred GPUs in Seconds: Why Modal Threw Out Docker and Kubernetes진행자 Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.인프라와 배포InferenceAI cost & performance+3
27:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 12월 26일팟캐스트 · 2명After adding $100 billion a month, Jensen Huang says NVIDIA is selling the data center진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.기업과 전략AI Strategy인프라와 배포+3
42:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 12월 12일팟캐스트 · 2명They Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI Chips진행자 Sarah Guo, Elad GilAkash Systems founders Felix Ejeckam and Ty Mitchell tell Sarah Guo why heat is the real limiter on AI, and how lab-grown diamond bonded to semiconductors is their answer.인프라와 배포AI cost & performanceSemiconductors+1
36:49EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 11월 7일팟캐스트 · 2명Jensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI Factories진행자 Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.인프라와 배포AI cost & performanceInference+3
44:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 10월 24일팟캐스트 · 2명100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full Autonomy진행자 Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.인프라와 배포Autonomous Driving안전과 거버넌스+3
42:59EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 29일팟캐스트 · 2명AWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration Ahead진행자 Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.인프라와 배포엔터프라이즈 AIAI Strategy+3
42:42EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 22일팟캐스트 · 2명Ethereum Once Held Two Thousand GPT-3 Clusters of GPUs진행자 Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.인프라와 배포AI cost & performanceDistributed training & inference+3
39:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 5월 22일팟캐스트 · 2명JPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.진행자 Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.인프라와 배포Data quality & curationPost-training+3
29:09EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 5월 9일팟캐스트 · 2명The Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power Plant진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.인프라와 배포AI cost & performance컨텍스트 엔지니어링+3
38:33EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 3월 21일팟캐스트 · 2명Speed Is the Thing You Can Buy: Baseten’s Bet on Inference진행자 Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.인프라와 배포InferenceAI cost & performance+3
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