筛选结果
8 篇排序
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like software主持 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主持 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.主持 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主持 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.主持 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主持 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主持 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.
21:31EN → 简体中文划桨还是掌舵:Atlassian 产品经理怎样变成 AI 构建者主持 Lenny RachitskyAtlassian 首席产品官 Tamar Yehoshua 用 Confluence、从零产品和 Jira 三个内部项目,说明产品经理何时该写代码、何时该给团队掌舵。









