筛选结果
99 篇排序
1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model Ledger主持 Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Year主持 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.
37:07ENArm’s 98.5% margin business just started shipping chips主持 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.
46:08ENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million Players主持 Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them Next主持 Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers主持 Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
45:00ENLip-Bu Tan took the hardest job in chips to save Intel主持 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.
42:27ENEvery Company Can Operate at the Frontier — If It Owns the Evals主持 Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
30:34ENCerebras Waited Ten Years for a Market That Finally Needed Speed主持 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.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business主持 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.
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AI主持 Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
57:28ENCopying One ServiceNow App with a Language Model Costs Ten Times as Much主持 Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economy主持 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.
2:25:58EN → 简体中文通用人工智能(AGI)已经到来,造出一个英伟达却还没有嘉宾 Jensen Huang · 主持 Lex FridmanLex Fridman 与黄仁勋聊了两个半小时,话题涵盖极致协同设计、CUDA、四条规模定律,以及为什么做一家价值 10 亿美元的 AI 公司,比做一家能长久存续的公司更容易。
1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobs主持 Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.主持 Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
46:26ZH朱啸虎:三年内看不到泡沫,共识太集中就错开十五度嘉宾 朱啸虎 · 主持 张小珺2025 年底,金沙江创投朱啸虎第三次坐到张小珺对面:AGI 不谈了,入口之争开始了。他不投人形机器人,把支票开给洗船和按摩这类「干活」的公司。
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a Time主持 Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
58:21ENAttacks Take 23 Minutes. Response Still Takes Days.主持 Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
58:25ENA construction permit that took four months now takes three minutes主持 Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
40:54ENSeventeen Years of Flat Power, and a Plan to Bring the Factories Home主持 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.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragon主持 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.
1:49:29EN → 简体中文中国不靠一个人运转:这是一种“市长经济”嘉宾 Keyu Jin · 主持 Lex Fridman经济学家 Keyu Jin 谈地方 GDP 竞赛、DeepSeek、关税、马云,以及为什么西方的崩溃预测总是对不上它所描述的这个国家。
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade Ago主持 Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
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