No Priors: Artificial Intelligence | Technology | Startups

No Priors: Artificial Intelligence | Technology | Startups

by Conviction

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 [email protected]. 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…
183 episodes Updated 3d ago

Episodes 183 total

S1 E162

The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

May 21, 2026 · 30m

Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner pl…

S1 E161

Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg

May 14, 2026 · 38m

Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, from rare e…

S1 E160

Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman

May 11, 2026 · 22m

The world’s first AI-take-private just proved that AI can revolutionize the real economy. Long Lake Management co-founder and CEO Alexander Taubman joins Elad G…

S1 E156

Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

May 1, 2026 · 42m

Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x growth, and…

S1 E158

SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig

Apr 23, 2026 · 45m

More than fifty years ago, the modern idea of the standard enterprise software was birthed at SAP. Now, after managing companies through technological shifts fr…

S1 E157

Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott

Apr 17, 2026 · 57m

Few teens are business owners, but by age 16, Bill McDermott had purchased and was running a local deli. Now he runs leading global technology powerhouse Servic…

S1 E156

The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

Apr 9, 2026 · 44m

AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic…

AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus

Apr 3, 2026 · 29m

What happens when you apply the scaling laws of large language models to the physical work of atoms? Elad Gil sits down with Liam Fedus, co-founder at Periodic…

S1 E154

Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI

Mar 20, 2026 · 1h 6m

What happens when AI agents can design experiments, collect data, and improve — without a human in the loop? Andrej Karpathy joins Sarah Guo on the state of mod…

S1 E153

From Coder to Manager: Navigating the Shift to Agentic Engineering with Notion Co-Founder Simon Last

Mar 12, 2026 · 29m

Notion isn’t designing AI agents that just use tools. Their agents can autonomously build their own integrations, as well as write the code needed to finish a t…

S1 E152

How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari

Feb 26, 2026 · 36m

By the end of 2026, AI capital expenditure is projected to hit nearly $700 billion. The question isn’t who has the best model, but who has the most creative fin…

S1 E151

From SaaS to AI-First: How Companies Are Reshaping Innovation

Feb 19, 2026 · 40m

In this episode of No Priors, Sarah and Elad dive into the evolving landscape of software, exploring how AI is transforming the traditional SaaS model. They dis…

S1 E150

Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

Feb 12, 2026 · 31m

Autonomous vehicle technology has moved past human-coded rules and into an era of neural networks and custom computer chips. And to solve the most difficult dri…

S1 E149

Introducing 4D Creation Open Beta: NPCs, 4D Worlds, and the Future of Gaming with Roblox CEO Dave Baszucki

Feb 5, 2026 · 43m

From “virtual doppelgängers” to “real-time dreaming,” online gaming platform Roblox is using AI technology to build the “Holodeck” envisioned in science fiction…

S1 E148

Why Cryopreservation is No Longer Science Fiction with Until Co-founder and CEO Laura Deming

Jan 29, 2026 · 30m

What if we could pause biological time to wait for a cure for a disease? Thanks to innovations and research in reversible cryopreservation, this possibility is…

S1 E147

No Priors Live: Building Durable Software in the AI Age with MongoDB President & CEO CJ Desai

Jan 22, 2026 · 36m

Why are there only a handful of companies in the world with over $10 billion in pure-play software revenue? CJ Desai believes the reason is that products are re…

S1 E146

AI and the Future of Warfare with US Under Secretary of War Emil Michael

Jan 15, 2026 · 44m

Today’s arms race looks a little different from those of the past. Under the Trump administration, the US Department of War (DoW) is deploying generative AI to…

S1 E145

NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

Jan 8, 2026 · 1h 16m

Even if ChatGPT never existed, the tech giant NVIDIA would still be winning. The end of Moore’s Law—says NVIDIA President, Founder, and CEO Jensen Huang—makes t…

S1 E144

The 2026 AI Forecast: Foundation Models, IPOs, and Robotics with Sarah Guo and Elad Gil

Dec 19, 2025 · 40m

Pundits are screaming about the so-called “AI bubble.” But historically slow-to-adopt industries like medicine and law are actually embracing AI at an unprecede…

S1 E143

The Future of Voice AI: Agents, Dubbing, and Real-Time Translation with ElevenLabs Co-Founder Mati Staniszewski

Dec 11, 2025 · 41m

Imagine learning chess from a grand master, or negotiating tactics from an expert FBI hostage negotiator. ElevenLabs’ voice AI technology is making that unlock…