No Priors: Artificial Intelligence | Technology | Startups

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 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 Greylock Partners. Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.

  1. PŘED 5 DNY

    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, the potential for models to bootstrap themselves, and why Andrew doesn’t like the term “vibe coding.” Also, Andrew makes the case for why everybody in an organization—not just the engineers—should learn to code.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @AndrewYNg Chapters: 00:00 – Andrew Ng Introduction 00:32 – The Next Frontier for Capability Growth 01:29 – Andrew’s Definition of Agentic AI 02:44 – Obstacles to Building True Agents 06:09 – The Bleeding Edge of Agentic AI 08:12 – Will Models Bootstrap Themselves? 09:05 – Vibe Coding vs. AI Assisted Coding 09:56 – Is Vibe Coding Changing the Nature of Startups? 11:35 – Speeding Up Project Management 12:55 – The Evolution of the Successful Founder Profile 19:23 – Finding Great Product People 21:14 – Building for One User Profile vs. Many 22:47 – Requisites for Leaders and Teams in the AI Age 28:21 – The Value of Keeping Teams Small 32:13 – The Next Industry Transformations 34:04 – Future of Automation in Investing Firms and Incubators 37:39 – Technical People as First Time Founders 41:08– Broad Impact of AI Over the Next 5 Years 41:49 – Conclusion

    42 min

  2. 14. 8.

    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 Twitter: @NoPriorsPod | @Saranormous | @EladGil | @dylan522p | @SemiAnalysis_ Chapters: 00:00 – Dylan Patel Introduction 00:31 – Dylan’s Love for Android Products 02:10 – Predictions About OpenAI’s Open Source Model 06:50 – Implications of an American Open Source Model for the Application Ecosystem 10:48 – Evolution of Neoclouds 17:26 – What It Would Take to Challenge Nvidia 27:43 – What Would an Nvidia Challenger Look Like? 28:18 – Understanding Operational and Power Constraints for Data Centers 34:48 – Dylan’s View on the American Stack 43:01 – What Dylan Would Ask Mark Zuckerberg 44:22 – Poker and AI Entrepreneurship 46:51 – Conclusion

    47 min

  3. 7. 8.

    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, and how he sees Cloudflare’s part in facilitating the new content marketplace for the mutual benefit of creators and AI companies. Plus, a look towards how agentic infrastructure may unfold in the near future. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @eastdakota | @Cloudflare Chapters: 00:00 – Matthew Prince Introduction 00:37 – Cloudflare’s Role in Securing the Internet 02:08 – The Road to Cloudflare’s Dominance 03:20 – The Internet’s Shift from Search to AI 06:34 – Role of Agents and Content on the New Web 09:44 – Reshaping the Content Market Online 13:05 – De-emphasizing Traffic as a Proxy for Value 18:04 – Will We Run Out of Quality Human-Generated Content? 20:01 – Scaling the Value of Content in the AI Age 22:32 – Cloudflare’s Approach to Inference 24:55 – How Cloudflare Responds to Market Demand 26:04 – Open vs. Closed Models 27:21 – Path to the New Marketplace for Content 30:58 – Advice for Content Creators 32:47 – Exploring the Timeline for Running Models Locally 40:07 – The Future of Agentic Infrastructure 44:52 – Conclusion

    45 min

  4. 31. 7.

    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 author. Together, they explore how AI is the latest iteration of American cultural exportation and soft power, the bottlenecks in upgrading America’s energy infrastructure, and the importance of America owning the “full stack” from GPUs and models to agents and software. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @skrishnan47 | @sriramk Chapters: 00:00 – Sriram Krishnan Introduction 01:00 – Sriram’s Role in Government 03:43 – Impetus for the America AI Action Plan 06:14 – What Winning the AI Race Looks Like 10:36 – Algorithms and Cultural Bias 12:26 – Main Tenets of the America AI Action Plan 19:13 – Infrastructure and Energy Needs for AI 22:56 – Manufacturing, Supply Chains, and AI 24:52 – Ensuring American Dominance in Robotics 26:30 – Translating Policy to Industry and the Economy 29:30 – Should the US Be a Technocracy? 32:33 – Understanding the Argument Against Open Source Models 36:07 – Conclusion

    37 min

  5. 24. 7.

    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 underdog can catch up with OpenAI, Anthropic, and other dominant industry players. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @echen | @HelloSurgeAI Chapters: 00:00 – Edwin Chen Introduction 00:41 – Overview of SurgeAI 02:28 – Why SurgeAI Bootstrapped Instead of Raising Funds 07:59 – Explaining SurgeAI’s Product 09:39 – Differentiating SurgeAI from Competitors  11:27 – Measuring the Quality of SurgeAI’s Output 12:25 – Role of Scalable Oversight at SurgeAI 14:02 – Challenges of Building Rich RL Environments 16:39 – Predicting Future Needs for Training AI Models 17:29 – Role of Humans in Data Generation 21:27 – Importance of Human Evaluation for Quality Data 22:51 – SurgeAI’s Work Toward Standardization of Human Evals 23:37 – What the Meta/ScaleAI Deal Means for SurgeAI 24:35 – Edwin’s Underdog Pick to Catch Up to Big AI Companies 24:50 – The Future Frontier Model Landscape 26:25 – Future Directions for SurgeAI 29:29 – What Does High Quality Data Mean? 32:26 – Conclusion

    33 min

  6. 17. 7.

    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 Google’s “non-acquisition” of Windsurf.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @MishaLaskin | @reflection_ai Chapters: 00:00 – Misha Laskin Introduction 00:44 – Superintelligence vs. Super Intelligent Autonomous Systems 03:26 – Misha’s Journey from Physics to AI 07:48 – Asimov Product Release 11:52 – What Differentiates Asimov from Other Agents 16:15 – Asimov’s Eval Philosophy 21:52 – The Types of Queries Where Asimov Shines 24:35 – Designing a Team-Wide Memory for Asimov 28:38 – Leveraging Pre-Trained Models 32:47 – The Challenges of Solving Scaling in RL 37:21 – Training Agents in Copycat Software Environments 38:25 – When Will We See ASI?  44:27 – Thoughts on Windsurf’s Non-Acquisition 48:10 – Exploring Non-RL Datasets 55:12 – Tackling Problems Beyond Engineering and Coding 57:54 – Where We’re At in Deploying ASI in Different Fields 01:02:30 – Conclusion

    1 h 3 min

  7. 10. 7.

    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, and why ambition trumps efficiency with long-lasting companies. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @parkerconrad Chapters: 00:00 Introduction to Parker Conrad 00:33 Lessons from Zenefits to Rippling 01:54 The Psychology of Founding a Company 07:56 Rippling's Ambitious Vision 10:41 Building a Platform Company 15:05 Challenges and Strategies in Scaling 30:36 AI's Impact on Software Development 42:06 Public vs. Private: Rippling's Future 44:19 Conclusion

    45 min

  8. 3. 7.

    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 bioscientists should be learning to best utilize Chai-2’s technology.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @_jackdent | @joshim5 Chapters: 00:00 – Joshua Meier and Jack Dent Introduction 01:09 – Genesis of Chai Discovery 06:12 – Chai-2 Model 10:13 – Criteria for Specifying Targets for Chai-2 13:12 – How the Chai-2 Model Works 16:12 – Emergent Vocabulary from Chai-2 18:15 – Hopes for Chai-2’s Impact 20:33 – Reception of the Chai-2 Model 22:16 – Future of Wet Lab Screening and Biotech 27:08 – Optimizing Other Molecule Properties 31:37 – Where Chai Invests From Here 36:20 – What Bioscientists Should Learn for Chai-2 40:23 – How Jack and Josh Oriented to the Biotech Space 43:38 – Platform Investment and Chai-2 46:53 – Scaling Chai Discovery 48:21 – Hiring at Chai Discovery 49:09 – Conclusion

    49 min
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Informace

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 Greylock Partners. Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.

Informace

  • Autor
    Conviction
  • Aktivní
    2023 - 2025
  • Díly
    129
  • Hodnocení
    Nezávadné
  • Copyright
    © Copyright 2023 Conviction. All Rights Reserved.

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