No Priors: Artificial Intelligence | Technology | Startups

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.

Episodes

February 26, 2026 36 mins
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 financing to build out AI infrastructure and beyond. Sarah Guo is joined by Neil Tiwari, Managing Director at Magnetar Capital, a financial innovator helping the AI industry scale from billions to trillions of dollars in CapEx. Neil explains some of the debt structures used to ...
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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 discuss whether SaaS as we know it is coming to an end, what new business and sales strategies are emerging, and how AI is reshaping the way software is built, sold, and scaled. The conversation also examines whether or not these shifts are a good thing for both big and small c...
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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 driving scenarios, electric vehicle company Rivian abandoned its original technology platform to build a vertically integrated data stack. Sarah Guo sits down with Rivian Founder and CEO RJ Scaringe to explore the seismic shift in the automotive industry toward AI-driven, softw...
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From “virtual doppelgängers” to “real-time dreaming,” online gaming platform Roblox is using AI technology to build the “Holodeck” envisioned in science fiction decades ago. Sarah Guo and Elad Gil sit down with Roblox CEO Dave Baszucki at Roblox headquarters to explore the intersection of AI, physics simulation, and the future of human connection. Dave discusses the evolution of the 4D creation tool in Roblox, a high-fidelity simul...
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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 no longer just science fiction. Sarah Guo sits down with Laura Deming, CEO and co-founder of biotech startup Until, to dive deep into the growing field of reversible cryopreservation. Laura talks about how her time as a Thiel Fellow as well as her founding of the Longevity F...
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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 replaceable, but platforms are forever. For No Priors’ very first live from MongoDB.local SF, Sarah Guo is joined by CJ Desai, CEO and President of software developer MongoDB, to discuss the shifting landscape of enterprise software. CJ discusses whether AI will erode the valu...
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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 millions of employees in order to maintain a strategic edge over our global adversaries. Sarah Guo and Elad Gil sit down with Emil Michael, the Under Secretary of War for Research and Engineering of the United States, to discuss the radical technological transformation of th...
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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 the shift to accelerated computing inevitable, regardless of any talk of an AI “bubble.” Sarah Guo and Elad Gil are joined by Jensen Huang for a wide-ranging discussion on the state of artificial intelligence as we begin 2026. Jensen reflects on the biggest surprises of 2025,...
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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 unprecedented speed. Sarah Guo and Elad Gil look ahead to 2026, breaking down the major trends that will define the next era of AI technologies. They explore the future of AI foundational models, predicting breakthroughs in solving complex scientific problems. They share competing vi...
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Imagine learning chess from a grand master, or negotiating tactics from an expert FBI hostage negotiator. ElevenLabs’ voice AI technology is making that unlock possible. Sarah Guo sits down with Mati Staniszewski, co-founder of ElevenLabs, to explore how the three-year old company is transforming how humans interact with technology through voice. Mati talks about the technical challenges of building foundational audio models, the s...
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In just over three years, Harvey has not only scaled to nearly one thousand customers, including Walmart, PwC, and other giants of the Fortune 500, but fundamentally transformed how legal work is delivered. Sarah Guo and Elad Gil are joined by Harvey’s co-founder and president Gabe Pereyra to discuss why the future of legal AI isn’t only about individual productivity, but also about putting together complex client matters to make l...
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The robotics industry is on the cusp of its own “GPT” moment, catalyzed by transformative research advances. Enter Memo, the first general-intelligence personal robot, focused on taking on your chores to give back your time. Sarah Guo sits down with Tony Zhao and Cheng Chi, co-founders of Sunday Robotics, to discuss the state of AI robotics. Tony and Cheng speak to the challenges they faced while developing their technology, the in...
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Bringing new drugs to market is a costly, time-consuming endeavor. On top of that, most medicines fail at some point in the research and development phase. Sarah Guo is joined by Sajith Wickramasekara, co-founder and CEO of Benchling, a company that has not only become the central system of record for biotech R&D, but uses AI agents to assist scientists to help fix this broken system. Sajith details the roadblocks that impede drug ...
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Snowflake is moving beyond the data warehouse. Its new Snowflake Intelligence is an agentic platform for every employee, not just data teams. Sarah Guo sits down with Snowflake CEO Sridhar Ramaswamy to discuss his first 18 months at the helm, as well as the massive pivot to make the data giant AI-first. Sridhar talks about Snowflake Intelligence, the company's new AI agent platform, and its implications for enterprise data manageme...
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2025 has thus far been a year of great leaps and advances in AI technology. And Sarah and Elad have spoken with some of the most enterprising founders and scientific minds in the field of AI today. So we’re revisiting a few of our favorite conversations on No Priors so far in 2025 – Winston Weinberg (Harvey), Dr. Fei-Fei Li (World Labs), Brendan Foody (Mercor), Dan Hendrycks (Center for AI Safety), Noubar Afeyan (Flagship Pioneerin...
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For decades, the developer terminal has remained largely unchanged. But for Warp CEO and co-founder Zach Lloyd, reinventing this core tool is the key to unlocking AI agents for coding, debugging, and automating the entire development process. Zach joins Elad Gil to discuss how seeing this opportunity for innovation led to Warp’s agentic terminal for developers. Zach talks about the phases of software development, from coding by han...
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With demand from AI for energy already exploding, our electric grid is facing a crisis. Base Power CEO and co-founder Zach Dell is ready to re-architect its future from the ground up. Zach sits down with Elad Gil to talk about Base Power’s recent $1 billion fundraise from major investors. Zach discusses the role of energy across industries, as well as Base Power's mission to lower electricity costs through vertical integration. Zac...
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The AI industry is obsessed with making models smarter. But what if they’re building the wrong kind of intelligence? In launching his new venture, humans&, Eric Zelikman sees an opportunity to shift the focus from pure IQ to building models with EQ. Sarah Guo is joined by Eric Zelikman, formerly of Stanford and xAI, who shares his journey from AI researcher to founder. Eric talks about the challenges of building human-centric AI, i...
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Between the future of search, the biggest threats in cybersecurity, and the jobs and platforms of tomorrow, Nikesh Arora sees one common thread connecting and transforming them all—AI. Sarah Guo and Elad Gil sit down with Nikesh Arora, CEO of cybersecurity giant Palo Alto Networks and former Chief Business Officer of Google, to talk about a wide array of topics from agentic AI to leadership. Nikesh dives into the future of search, ...
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What if kids could master their academics in just two hours a day and spend the rest of their time developing real-world skills they’re passionate about? Joe Liemandt, founder of the software company Trilogy, is doing just that. Sarah Guo and Elad Gil are joined by Joe Liemandt, principal of Alpha School, to discuss his AI-driven vision of reinventing K-12 education. Joe talks about the strategies that Alpha School employs: reducin...
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