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 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.
36 episodes
All Episodes
Optimizing GPU Parallelization Through Diffusion-Based Architectural Efficiency
Autoregressive models are reaching a hardware limit because they process data sequentially. Diffusion architectures solve this problem by allowing parallel generation, which provides a way to improve inference speed and efficiency in AI applications.
View Episode Notes →
Integrating Crypto Rails for an Autonomous Agentic Economy
Future economic growth depends on autonomous AI agents executing high-frequency micro-transactions. Learn how moving from human-based payment systems to agentic commerce creates a compounding advantage for your business.
View Episode Notes →
Microprocessors and Infrastructure Constraints Define AI System Success
Accelerators distract from the actual bottleneck of the AI era: microprocessor orchestration and physical infrastructure. Companies that master verification and logistical supply chains will outpace those focused only on algorithmic speed.
View Episode Notes →
Governing Autonomous Agents and Transforming Internal Data Into Moats
Autonomous agents are getting around standard security measures by using valid credentials to reach sensitive data. Organizations need to move away from manual data management toward a dynamic, governed foundation to turn their historical archives into a competitive advantage.
View Episode Notes →
Treating the Brain as a Computational System for Engineering
When we treat the brain as a computational system instead of a biological mystery, medicine changes from a high-stakes gamble into a process of iterative engineering. This perspective allows us to address human fragility by treating neural function as data.
View Episode Notes →
Prioritizing Customer-Centric Autonomy Over Technology-First Robotics Development
Lasting competitive advantages in robotics come from solving messy, unglamorous edge cases instead of chasing theoretical scale. Success depends on prioritizing specific customer needs rather than following technology-first development models.
View Episode Notes →
Why Scale Is a Transient Advantage in AI Environments
Being big does not protect you from being disrupted. In an environment where AI moves quickly, competitive advantages do not last. Leaders must stop relying on defensive moats and instead commit to constant, aggressive reinvention.
View Episode Notes →
Accelerating Nuclear Energy Through Vertical Integration and Hardware Iteration
Nuclear energy stagnation stems from a flawed industrial philosophy, not physics. By prioritizing hardware-first iteration and vertical integration, companies can bypass artificial costs and accelerate progress to achieve near-zero energy prices.
View Episode Notes →
Transitioning From Static Benchmarks To Compute-Aware Model Evaluation
Static benchmark grids fail to show how AI models perform in practice. By moving away from static scores toward compute-aware scaling, you can measure reasoning ability with more accuracy and identify improvements that current metrics miss.
View Episode Notes →
Prioritizing Full Stack Trust Over Incremental Scaling at Intel
Intel is moving away from a culture driven by spreadsheets toward an engineering-first model. The company is betting that its long-term competitive advantage will come from building full-stack trust and solving systemic bottlenecks, rather than focusing solely on raw compute scale.
View Episode Notes →
* Biohub uses a hierarchical modeling strategy that builds from protein to cell to system simulations. This approach is necessary because accurate...
View Episode Notes →
The Real Moat Is Private AI Feedback Loops
The future belongs to companies that stop using AI as a tool and start building private feedback loops no one else can replicate--where the real advantage lies in what you measure, not the model you use.
View Episode Notes →
AI Agents Require New Control Planes for Intent-Based Security
Autonomous AI agents promise productivity but introduce cascading risks. Traditional security fails to supervise AI intent, demanding new control planes for agent behavior and legitimacy.
View Episode Notes →
Radical Bets on Wafer-Scale Unlock New Business Models
Radical bets on wafer-scale computing, initially dismissed, unlock 15-20x faster inference speeds by challenging architectural norms. This demands investing ahead of demand and cultivating a fearless culture.
View Episode Notes →
Pax Silica: Building Diverse AI Supply Chains Beyond Semiconductors
AI dominance requires a global industrial ecosystem beyond chips, fostering international collaboration and private sector development for resilient, diversified supply chains.
View Episode Notes →
AI Drives Growth Through Employee Empowerment and Operational Integration
AI drives growth by empowering employees and delighting customers, creating a positive-sum flywheel for unprecedented expansion, not just cost savings.
View Episode Notes →
Inference Crunch: Strategic Patience Builds Durable AI Moats
Master inference, the "last market," to build durable AI moats. Companies embracing immediate difficulty in optimizing model deployment gain lasting competitive advantage.
View Episode Notes →
SAP's AI Transition: Re-engineering Business Models for Outcomes
AI transforms enterprise software by re-engineering UI, processes, and data, shifting focus from innovation to tangible business outcomes. Learn how to navigate this "outcome race."
View Episode Notes →
AI Control Tower: Integrating Platforms and Human Skills for Business Reinvention
AI's true value lies in integrating with existing systems, not just adopting new tools. Discover how to avoid costly AI replication and build resilient, future-proof organizations.
View Episode Notes →
Programmable Money and Blockchain: The Agentic Economy's Operating System
AI agents are birthing an agentic economy, demanding a new financial operating system for trustworthy, programmable transactions. This shift will fundamentally reimagine economic organization as software machines.
View Episode Notes →
Applying LLM Scaling Principles to Accelerate Physical Science Discovery
AI is accelerating scientific discovery by orchestrating physical experiments, creating a paradigm shift beyond digital data to reshape our interaction with the physical world.
View Episode Notes →
Autonomous Agents Redefine Individual Capacity and Workflows
AI agents redefine individual capacity, shifting mastery from coding to orchestrating complex tasks. This "loopy era" unlocks perpetual improvement and a new competitive advantage.
View Episode Notes →
Humans Managing AI Agents: The New Productivity Paradigm
The future of work is managing AI agents, not doing more tasks yourself. Embrace constant iteration and deep data integration to build revolutionary productivity tools.
View Episode Notes →
Financing Infrastructure Assets Through Long Term Compute Contracts
Financing AI infrastructure depends on long-term contracts with investment-grade partners instead of the underlying hardware value. The transition from asset-light software models to asset-heavy compute requirements is now the primary factor for maintaining a competitive edge.
View Episode Notes →
AI Accelerates Disruption: Multi-Product Bundles Build Durable Moats
AI's impact on SaaS is not an apocalypse, but a dramatic shift. Discover how multi-product bundles and deep workflow integration create durable moats against accelerated disruption.
View Episode Notes →
Rivian's AI Pivot: Vertical Integration Creates Autonomy Moat
Rivian pivots from rules-based to AI-driven autonomy, creating a competitive moat through vertical integration. This shift defines the future of transportation, separating leaders from those clinging to outdated paradigms.
View Episode Notes →
Roblox's AI Vision: Building a Holodeck for Human Co-Experience
AI enables a "holodeck" for human co-experience, redefining digital interaction through persistent, high-fidelity simulation and advanced AI-driven NPCs.
View Episode Notes →
Until's Cryopreservation: Decoupling Biology From Medical Timelines
Reversible cryopreservation offers a "future ambulance" for medicine, pausing biological time to bridge the gap between critical need and future cures.
View Episode Notes →
Platforms Drive Durable Software Value Through Deep Integration and AI Adoption
Durable software value lies in platforms, not products, especially during AI transitions. Embrace platform strategies and AI innovation to reaccelerate growth and avoid obsolescence.
View Episode Notes →
Department of War Prioritizes Applied AI and Autonomous Systems for Defense
The U.S. Department of War is rapidly adopting applied AI and autonomous defense technologies, leveraging private sector innovation to enhance efficiency, reduce casualties, and rebuild the domestic industrial base.
View Episode Notes →
Accelerated Computing Powers AI's Essential Infrastructure and Job Evolution
Accelerated computing, driven by the end of Moore's Law, makes AI infrastructure essential, not a bubble. AI augments jobs, fosters innovation via open source, and robotics will solve labor shortages.
View Episode Notes →
AI Adoption Accelerates Across Professions; Robotics Consolidation and Consumer Agents Emerge
AI is revolutionizing medicine and law, driving proactive consumer agents, and reshaping scientific discovery, while robotics consolidation and a surge in AI IPOs redefine market dynamics.
View Episode Notes →
ElevenLabs' Parallel Research and Product Strategy Drives Voice AI Innovation
ElevenLabs builds foundational audio models, enabling seamless voice creation and understanding to make voice the ultimate human-technology interface.
View Episode Notes →
Harvey's Strategy--Transforming Law Firms Into AI-First Organizations
Agentic AI transforms law firms by orchestrating complex matters, enabling secure collaboration, and reshaping partner roles, driving enterprise-wide profitability and efficiency.
View Episode Notes →
Scalable Data Collection Drives Next-Generation Home Robotics
Robotics is achieving a GPT-like moment with scalable data collection, enabling general-purpose home robots within a decade.
View Episode Notes →
AI Accelerates Biotech Drug Discovery Through Workflow Systematization
AI agents slash drug discovery timelines, transforming weeks of work into hours and unlocking institutional knowledge to accelerate the creation of life-saving medicines.
View Episode Notes →