No Priors: Artificial Intelligence | Technology | Startups

Conviction
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No Priors: Artificial Intelligence | Technology | Startups

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. 48 MIN. AGO

    Model Plateaus and Enterprise AI Adoption with Cohere's Aidan Gomez

    In this episode of No Priors, Sarah is joined by Aidan Gomez, cofounder and CEO of Cohere. Aidan reflects on his journey to co-authoring the groundbreaking 2017 paper, “Attention is All You Need,” during his internship, and shares his motivations for building Cohere, which delivers AI-powered language models and solutions for businesses. The discussion explores the current state of enterprise AI adoption and Aidan’s advice for companies navigating the build vs. buy decision for AI tools. They also examine the drivers behind the flattening of model improvements and discuss where large language models (LLMs) fall short for predictive tasks. The conversation explores what the market has yet to account for in the rapidly evolving AI ecosystem, as well as Aidan’s personal perspectives on AGI—what it might look like and when it could arrive. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @AidanGomez Show Notes: 0:00 Introduction 0:36 Co-authoring “Attention is all you need” 2:27 Leaving Google and founding Cohere 4:04 Cohere’s mission and models 6:15 Pitfalls of current AI  8:14 How enterprises are deploying AI today 10:58 Build vs. buy strategy for AI tools 14:37 Barriers to enterprise adoption  20:04 Which types of companies should pretrain models? 24:25 Addressing flaws in open-source models 25:12 Current and expected progress in scaling laws 29:54 Advances in multi-step problem solving and reasoning 32:29  Key drivers behind the flattening curve of model improvements  36:25 Exploring AGI 39:59 Limitations of LLMs 42:10 What the market has mispriced

    44 min

  2. NOV 14

    AI and the Future of Math, with DeepMind’s AlphaProof Team

    In this week’s episode of No Priors, Sarah and Elad sit down with the Google DeepMind team behind AlphaProof, Laurent Sartran, Rishi Mehta, and Thomas Hubert. AlphaProof is a new reinforcement learning-based system for formal math reasoning that recently reached a silver-medal standard in solving International Mathematical Olympiad problems. They dive deep into AI and its role in solving complex mathematical problems, featuring insights into AlphaProof and its capabilities. They cover its functionality, unique strengths in reasoning, and the challenges it faces as it scales. The conversation also explores the motivations behind AI in math, practical applications, and how verifiability and human input come into play within a reinforcement learning approach. The DeepMind team shares advice and future perspectives on where math and AI are headed.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Rishicomplex | @LaurentSartran | @ThomasHubert Show Notes:  0:00 Personal introductions 2:19 Achieving silver medal in IMO competition 3:52 How AlphaProof works 5:56 AlphaProof’s strengths within mathematical reasoning 8:56 Challenges in scaling AlphaProof 13:40 Why solve math? 17:50 Pursuing knowledge versus practical applications 21:30 Insights on verifying correctness within reinforcement learning 28:27 How AI could foster more collaboration among mathematicians 30:28 Surprising insights from AI proof generation 34:17 Future of math and AI: advice for math enthusiasts and researchers

    39 min

  3. NOV 7

    NVIDIA's Jensen Huang on AI Chip Design, Scaling Data Centers, and his 10-Year Bets

    In this week’s episode of No Priors, Sarah and Elad sit down with Jensen Huang, CEO of NVIDIA, for the second time to reflect on the company’s extraordinary growth over the past year. Jensen discusses AI’s takeover of datacenters and NVIDIA’s rapid development of x.AI’s supercluster. The conversation also covers Nvidia’s decade-long infrastructure bets, software longevity, and innovations like NVLink. Jensen shares his views on the future of embodied AI, digital employees, and how AI is transforming scientific discovery. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Nvidia Show Notes:  00:00 Introduction 1:22 NVIDIA's 10-year bets 2:28 Outpacing Moore’s Law 3:42 Data centers and NVLink 7:16 Infrastructure flexibility for large-scale training and inference  10:40 Building and optimizing data centers  13:30 Maintaining software and architecture compatibility  15:00 X.AI’s supercluster  18:55 Challenges of super scaling data centers 20:39 AI’s role in chip design  22:23 NVIDIA's market cap surge and company evolution  27:03 Embodied AI 28:33 AI employees 31:25 Impact of AI on science and engineering  35:40 Jensen’s personal use of AI tools

    37 min

  4. OCT 31

    Forecasting the Future with Kalshi: America’s First Regulated Prediction Market

    In this week’s episode of No Priors, Sarah sits down with Tarek Mansour, CEO of Kalshi—the first CFTC-regulated prediction market exchange in the U.S. They dive into Kalshi’s recent victory to legalize election betting, explore ethical questions around trading on elections, and discuss whether prediction markets can offer more accuracy than traditional polls. Tarek shares insights on the history of futures markets, the line between gambling and financial trading, and the psychology behind betting. Plus, Sarah makes a live election bet, and Tarek reveals some of Kalshi’s most intriguing markets. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @MansourTarek Show Notes:  0:00 Introduction 1:22 Sarah makes a live election bet on Kalshi 3:35 Getting approved and regulated by CFTC 5:48 Going up against the CFTC to legalize election betting 7:21 Debating the ethics of trading on elections 8:12 Gambling vs. trading  9:12 Context and purpose of futures markets 12:38 The human psychology behind speculating /Humans conditioned to risk taking 17:17 Building a healthy exchange and scaling liquidity  19:30 Introducing leverage and working with clearinghouses 22:29 Polls vs. prediction markets 24:59 Conditional markets 26:38 What makes Kalshi’s markets accurate 31:29 Tarek’s insights on the most interesting trades and markets on the platform

    36 min

  5. OCT 24

    Waymo’s Journey to Full Autonomy: AI Breakthroughs, Safety, and Scaling

    In this episode of No Priors, Dmitri Dolgov, Co-CEO of Waymo, joins Sarah and Elad to explore the evolution and advancements of Waymo's self-driving technology from its inception at Google to its current real-world deployment. Dmitri also shares insights into the technological breakthroughs and complexities of achieving full autonomy, the design innovations of Waymo’s sixth generation driverless cars, and the broader applications of Waymo’s advanced technology. They also discuss Waymo's strategic approach to scaling amidst regulation, deployment in cities like Phoenix and San Francisco, and the transformative potential of autonomous driving on car ownership and urban infrastructure. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Dmitri_Dolgov Shownotes: 00:00 Introduction 00:15 History of Self-Driving at Google  00:29 DARPA Challenges and Early Involvement  01:39 Formation of Waymo  01:53 Industry Lineage and Early Skepticism  03:05 Initial Goals and Milestones  4:33 Pivot to Full Autonomy  04:50 Scaling and Deployment  05:29 Generational Breakthroughs  06:59 Choosing Deployment Cities  09:26 Technological Advancements  11:01 Evaluating Safety  14:41 Regulatory Stance and Trust  16:52 Future of Autonomous Driving  23:19 Business Strategy and Partnerships  26:06 Changing Urban Mobility Trends  26:40 Challenges and Misconceptions in Self-Driving Timelines  28:43 The Role of Traditional OEMs in an Autonomous Future  30:54 Designing Cars for Autonomous Ride-Hailing  33:42 Scaling Responsibly  35:18 Generalizability and Future Applications of AI  37:10 The Complexity of Achieving Full Autonomy  42:58 The Importance of Data and Iteration in AI Development  46:13 Reflecting on the Journey and Future of Waymo

    45 min

  6. OCT 17

    Gaming, Nobel Prizes and At-Risk Businesses in the AI Era

    In this episode of No Priors, Sarah and Elad explore how AI is transforming consumer apps and entertainment, with a focus on potential integrations in gaming and dating that could shift traditional societal incentives. They reflect on AI researchers winning Nobel Prizes in Science and Chemistry for the first time, discussing what this trend means for scientific discovery. The episode also covers recent AI releases, including their thoughts on OpenAI’s O1 model and Google’s NotebookLM, and examines which companies and job functions are most at risk—or resilient—in the face of AI advancements. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil  Show Notes:  (0:00) Introduction (0:47) Google releases NotebookLM  (5:20) Integrating AI into consumer apps and gaming (9:11) Future of AI companionship and procreation (14:45) OpenAI o1 model improves on iterative reasoning (18:06) Sarah and Elad reflect on Nobel Prizes going to AI researchers (21:23) Jobs and businesses at risk of disruption (27:18) AI-durable companies

    29 min

  7. OCT 8

    Launching AI products with Braintrust’s CEO Ankur Goyal

    Today on No Priors, Elad is joined by Ankur Goyal, founder and CEO of Braintrust. Braintrust enables companies like Notion, Airtable, Instacart, Zapier, and Vercel to deploy AI solutions at scale by efficiently evaluating and managing complex, non-deterministic AI applications. Ankur shares his insights into emerging trends in the use of AI tooling and coding languages, the rise of open-source, and the future of data infrastructure. Ankur also reflects on building resilient AI products, his philosophy on coding as a CEO, and the importance of a startup’s initial customer base.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Ankrgyl Show Notes:  (0:00) Introduction (0:38) Ankur’s path to Braintrust (3:05) Braintrust’s solution (5:46) AI tooling trends  (7:58) Instruction tuning vs. fine-tuning (8:57) Open-source AI adoption  (10:42) Future of data infrastructure and synthetic data (14:45) Designing technical interviews (18:04) Rethinking agent-based approaches (19:34) Building out an AI team (23:35) Typescript as the language of AI (25:12) The shift away from using frameworks (26:02) Vendor consolidation among enterprises  (27:16) Coding as a CEO  (30:16) Collaborating with customers (33:00) Future of Braintrust and evals

    38 min

  8. OCT 3

    The Sheriff of Silicon Valley: Lina Khan’s FTC agenda for M&A, AI Acquisitions, and Non-Competes

    Lina Khan’s FTC has been the most active in decades, notably challenging tech giants and adopting a more hands-on approach to regulating the digital age. On today’s episode of No Priors, Lina Khan joins Elad and Sarah to discuss her regulatory philosophy for tech markets and what the industry can expect for future M&A deals. She shares her approach to overseeing emerging technology sectors, including AI at the model layer, and her work to ban non-competes on a federal level. Khan also offers insights into the realities of leading a government agency, the scarcity of young leaders in power, and how she measures the FTC’s impact. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @LinaKhanFTC Show Notes:  (0:00) Introduction (0:56) Lina Khan’s background and path to the FTC (2:35) Amazon’s Antitrust Paradox (4:20) Frameworks for regulating M&A in young markets (8:50) Khan’s perspective on AI acquisitions (12:18) What founders can expect from Khan’s M&A environment  (14:55) Promoting competition at the large model layer (17:01) Creating fair AI regulation (18:40) FTC’s work to ban non-competes (20:31) Why so few young people hold power in government today (22:18) The realities of running a government agency (24:20) Measuring the impact of FTC

    26 min
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About

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.

Information

  • Creator
    Conviction
  • Years Active
    2023 - 2024
  • Episodes
    92
  • Rating
    Clean
  • Copyright
    © Copyright 2023 Conviction. All Rights Reserved.

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