No Priors: Artificial Intelligence | Technology | Startups

No Priors: Artificial Intelligence | Technology | Startups

byConviction

BusinessEntrepreneurshipScienceTechnology

At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm G...

Episodes(40 episodes)

No Priors: Artificial Intelligence | Technology | Startups

How Agentic AI is Transforming The Startup Landscape with Andrew Ng

Andrew Ng has always been at the bleeding edge of fast-evolving AI technologies, founding companies and projects like Google Brain, AI Fund, and DeepLearning.AI. So he knows better than anyone that founders who operate the same way in 2025 as they did in 2022 are doing it wrong. Sarah Guo and Elad Gil sit down with Andrew Ng, the godfather of the AI revolution, to discuss the rise of agentic AI, and how the technology has changed everything from what makes a successful founder to the value of small teams. They talk about where future capability growth may come from...
Published: Aug 21, 2025Duration: 42:11
No Priors: Artificial Intelligence | Technology | Startups

S1E127 - Chips, Neoclouds, and the Quest for AI Dominance with SemiAnalysis Founder and CEO Dylan Patel

What would it take to challenge Nvidia? SemiAnalysis Founder and CEO Dylan Patel joins Sarah Guo to answer this and other topical questions around the current state of AI infrastructure. Together, they explore why Dylan loves Android products, predictions around OpenAI’s open source model, and what the landscape of neoclouds looks like. They also discuss Dylan’s thoughts on bottlenecks for expanding AI infrastructure and exporting American AI technologies. Plus, we find out what question Dylan would ask Mark Zuckerberg.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on...
Published: Aug 14, 2025Duration: 47:17
No Priors: Artificial Intelligence | Technology | Startups

The Shifting Value of Content in the AI Age with Cloudflare CEO Matthew Prince

Cloudflare has spent nearly fifteen years making the Internet faster, more reliable, and more secure. So now that AI systems are changing the way we interact with the Internet, Cloudflare wants to help level the playing field for content creators. Sarah Guo and Elad Gil sit down with Matthew Prince, co-founder and CEO of Cloudflare to discuss the evolution of the internet from search to AI, including Cloudflare’s role in facilitating that shift. Matthew talks about how AI assistants are changing the shape of the Internet, the problems Google created by making traffic the arbiter of content value, an...
Published: Aug 7, 2025Duration: 44:47
No Priors: Artificial Intelligence | Technology | Startups

S1E125 - America’s Plan to Dominate the Full AI Stack with Sriram Krishnan

Sriram Krishnan was never interested in policy. But after seeing a gap in AI knowledge at senior levels of government, he decided to lend his expertise to the tech-friendly Trump administration. Senior White House Policy Advisor on AI Sriram Krishnan joins Elad Gil and Sarah Guo to talk about America’s AI Action Plan, a recent executive order that outlines how America can win the AI race and maintain its AI supremacy. Sriram discusses why winning the AI race is important and what that looks like, as well as the core goals of the Action Plan that he helped to...
Published: Jul 31, 2025Duration: 36:47
No Priors: Artificial Intelligence | Technology | Startups

S1E124 - The Power of Quality Human Data with SurgeAI Founder and CEO Edwin Chen

In the generative AI revolution, quality data is a valuable commodity. But not all data is created equally. Sarah Guo and Elad Gil sit down with SurgeAI founder and CEO Edwin Chen to discuss the meaning and importance of quality human data. Edwin talks about why he bootstrapped Surge instead of raising venture funds, the importance of scalable oversight in producing quality data, and the work Surge is doing to standardize human evals. Plus, we get Edwin’s take on what Meta’s investment into Scale AI means for Surge, as well as whether or not he thinks an unde...
Published: Jul 24, 2025Duration: 32:58
No Priors: Artificial Intelligence | Technology | Startups

S1E123 - Asimov: Building An Omniscient RL Oracle with ReflectionAI’s Misha Laskin

Superintelligence, at least in an academic sense, has already been achieved. But Misha Laskin thinks that the next step towards artificial superintelligence, or ASI, should look both more user and problem-focused. ReflectionAI co-founder and CEO Misha Laskin joins Sarah Guo to introduce Asimov, their new code comprehension agent built on reinforcement learning (RL). Misha talks about creating tools and designing AI agents based on customer needs, and how that influences eval development and the scope of the agent’s memory. The two also discuss the challenges in solving scaling for RL, the future of ASI, and the implications for Go...
Published: Jul 17, 2025Duration: 1:02:54
No Priors: Artificial Intelligence | Technology | Startups

Why Platforms Win and Point Solutions Fail with Rippling CEO Parker Conrad

As a three-time founder, Parker Conrad has one piece of advice for aspiring entrepreneurs—don’t do it. The Rippling co-founder and CEO joins Sarah Guo to talk about what he learned from the crash at Zenefits, why most advice to founders is wrong, and how building a real platform—not a point solution—is the only way to win in SaaS. The two get into founder psychology, the myth of learning from failure, and what true ownership looks like inside a company. He also shares why AI won’t shrink teams anytime soon, what people misunderstand about vertical software...
Published: Jul 10, 2025Duration: 44:43
No Priors: Artificial Intelligence | Technology | Startups

Chai-2: The AI Model Accelerating Drug Discovery with Chai Discovery Co-Founders Jack Dent and Joshua Meier

AI has already fueled breakthroughs in biotechnology—but now, further advances in AI are poised to fuel pharmaceutical discoveries as well. Sarah Guo sits down with Joshua Meier and Jack Dent, co-founders of Chai Discovery, whose newly launched Chai-2 designs bespoke antibodies that bind to their targets at a jaw-dropping 20% rate. Jack and Joshua talk about the implications for Chai-2’s success rate at discovering antibodies for the pharmaceutical industry, how structure prediction is pivotal in making the model work, and future potential for using the model to optimize other molecular properties. Plus, they talk about what they believe bios...
Published: Jul 3, 2025Duration: 49:27
No Priors: Artificial Intelligence | Technology | Startups

S1E120 - Meet AlphaEvolve: The Autonomous Agent That Discovers Algorithms Better Than Humans With Google DeepMind’s Pushmeet Kohli and Matej Balog

Much of the scientific process involves searching. But rather than continue to rely on the luck of discovery, Google DeepMind has engineered a more efficient AI agent that mines complex spaces to facilitate scientific breakthroughs. Sarah Guo speaks with Pushmeet Kohli, VP of Science and Strategic Initiatives, and research scientist Matej Balog at Google DeepMind about AlphaEvolve, an autonomous coding agent they developed that finds new algorithms through evolutionary search. Pushmeet and Matej talk about how AlphaEvolve tackles the problem of matrix multiplication efficiency, scaling and iteration in problem solving, and whether or not this means we are at...
Published: Jun 26, 2025Duration: 42:08
No Priors: Artificial Intelligence | Technology | Startups

S1E119 - The Operating System for Self Driving Cars (and Tanks, and Trucks...) With Qasar Younis and Peter Ludwig of Applied Intuition

When will fully autonomous vehicles see widespread adoption? According to Applied Intuition, that future is closer than you may think. Applied Intuition’s CEO, Qasar Younis, and CTO, Peter Ludwig, talk with Elad Gil about how now is the best time to both work on self-driving vehicle technology and monetize it. Qasar and Peter discuss the advantages of developing their own OS in-house for their autonomous applications, self-driving technology’s potential to drive re-shoring of vehicle manufacturing to the United States, and how best to gauge the bar for safety in autonomous systems. Plus, they explore how self-driving technology may...
Published: Jun 17, 2025Duration: 45:21
No Priors: Artificial Intelligence | Technology | Startups

S1E118 - Will we have Superintelligence by 2028? With Anthropic’s Ben Mann

What happens when you give AI researchers unlimited compute and tell them to compete for the highest usage rates? Ben Mann, Co-Founder, from Anthropic sits down with Sarah Guo and Elad Gil to explain how Claude 4 went from "reward hacking" to efficiently completing tasks and how they're racing to solve AI safety before deploying computer-controlling agents. Ben talks about economic Turing tests, the future of general versus specialized AI models, Reinforcement Learning From AI Feedback (RLAIF), and Anthropic’s Model Context Protocol (MCP). Plus, Ben shares his thoughts on if we will have Superintelligence by 2028.  Sign up for...
Published: Jun 12, 2025Duration: 41:25
No Priors: Artificial Intelligence | Technology | Startups

S1E117 - Teaching AI to Understand the Physical World, with Dr. Fei-Fei Li of World Labs

In this episode of No Priors, Sarah and Elad are joined by Dr. Fei-Fei Li, AI pioneer, co-director of Stanford’s Human-Centered AI Institute, and founder of World Labs. Fei-Fei shares why she’s building at the intersection of embodiment and intelligence, and what today’s AI systems are still missing. From the early days of ImageNet to her vision for the next generation of robotics, she unpacks the human and technical motivations behind World Labs. They also discuss the challenges of 3D world modeling, her approach to building exceptional teams, and the special qualities that have led her student...
Published: Jun 5, 2025Duration: 35:53
No Priors: Artificial Intelligence | Technology | Startups

S1E116 - AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad

In this episode of No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and problem-solving.  Show Notes: 0:00 Is the AI market consolidating into clear winners? + the physics of the current landscape 7:01 Why more companies don’t merge (even when it makes sense) </p...
Published: May 29, 2025Duration: 25:13
No Priors: Artificial Intelligence | Technology | Startups

E115 - AI is Making Enterprise Search Relevant, with Arvind Jain of Glean

Arvind Jain joins Sarah and Elad on this episode of No Priors. Arvind is the founder and CEO of Glean, an AI-powered enterprise search platform. He previously co-founded Rubrik and spent over a decade as an engineering leader at Google. In this episode, Arvind shares how LLMs are transforming enterprise search, why most tools in the space have failed, and the opportunity to build apps powered by internal knowledge. He discusses how much customization is still needed on top of foundation models, what made building Glean uniquely challenging compared to Arvind’s previous ventures, and what’s next for the...
Published: May 15, 2025Duration: 31:34
No Priors: Artificial Intelligence | Technology | Startups

Gaming as the Future of Education with Duolingo CEO Luis von Ahn

On this episode of No Priors, Sarah talks to Luis von Ahn, founder and CEO of Duolingo, the world’s most popular education app with over 116 million monthly users and a market cap of approximately $17 billion. Controversially, it has recently committed to being “AI-first.” They discuss why motivation is the biggest challenge in education, how Duolingo harnesses game mechanics and behavioral insights to keep learners engaged, and the company’s efforts to leverage AI to personalize education at scale. Luis also shares thoughts on the Duolingo brand, courses beyond language (chess and math), and the broader impact of AI on conte...
Published: May 8, 2025Duration: 32:14
No Priors: Artificial Intelligence | Technology | Startups

S1E113 - O3 and the Next Leap in Reasoning with OpenAI’s Eric Mitchell and Brandon McKinzie

This week on No Priors, Elad and Sarah sit down with Eric Mitchell and Brandon McKinzie, two of the minds behind OpenAI’s O3 model. They discuss what makes O3 unique, including its focus on reasoning, the role of reinforcement learning, and how tool use enables more powerful interactions. The conversation explores the unification of model capabilities, what the next generation of human-AI interfaces could look like, and how models will continue to advance in the years ahead. Sign up for new podcasts every week. Email feedback to show@no-priors.com <p...
Published: May 1, 2025Duration: 39:13
No Priors: Artificial Intelligence | Technology | Startups

Inside Deep Research with Isa Fulford: Building the Future of AI Agents

On this episode of No Priors, Sarah sits down with Isa Fulford, one of the masterminds behind deep research. They unpack how the initiative began, the role of human expert data, and what it takes to build agents with real-world capability and even taste. Isa shares the differences between deep research and OpenAI’s o3 model, the challenges around latency, and how she sees agent capabilities evolving. Plus, OpenAI has announced that deep research is free for all US users starting today.Sign up for new podcasts every week. Email feedback to show@no-priors.co...
Published: Apr 24, 2025Duration: 30:45
No Priors: Artificial Intelligence | Technology | Startups

S1E111 - Predicting the Earth with Josh Goldman: How KoBold Uses AI to Find Critical Minerals

This week on No Priors, Sarah and Elad are joined by Josh Goldman, cofounder and president of KoBold Metals. KoBold is using AI to transform how we discover critical minerals like lithium and cobalt, making the exploration process faster, more precise, and more scalable than traditional methods. In this episode, Josh explains how KoBold is rethinking the fundamentals of mineral exploration by combining unique datasets, scientific modeling, and predictive algorithms. They dive into the company’s driving philosophy and technical approach, how they validate underground hypotheses, and why regulatory knowledge and a localized approach are crucial. Josh also discusses wh...
Published: Apr 17, 2025Duration: 40:53
No Priors: Artificial Intelligence | Technology | Startups

S1E110 - From Job Displacement to AI Trainers, Brendan Foody on Work in the AI Age

On this episode of No Priors, Sarah and Elad sit down with Brendan Foody, CEO and cofounder of Mercor, to discuss the company’s rapid growth and their vision for the future of the labor market. They dive into how AI is reshaping the workforce in real, tangible ways and what skills are worth investing in today. Brendan shares insights on evaluating talent in an AI-driven world, including how models might identify outlier or 10x candidates and even assess “taste.” The conversation also touches on the evolving role of human data, the future of hiring in fast-scaling startups, and whether...
Published: Apr 10, 2025Duration: 41:52
No Priors: Artificial Intelligence | Technology | Startups

Public Markets, Image Gen, and Specialized Models, with Sarah and Elad

In this episode of No Priors, Sarah and Elad examine the current state of AI. They break down the recent dip in public markets, how tariffs could impact the tech industry, and where opportunities remain in large language models. They highlight the opportunities in more specialized models, new approaches to model development, and how the market is beginning to standardize with integrations like the Model Context Protocol (MCP). The episode ends with a look at early consumer AI applications and what types of expertise will matter most in the coming years.Show Notes:...
Published: Apr 3, 2025Duration: 27:44