Conviction
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...
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Episodes
The Operating System for Self Driving Cars (and Tanks, and Trucks...) With Qasar Younis and Peter Ludwig of Applied Intuition 17.06.2025 45:21
When will fully autonomous vehicles see widespread adoption? According to Applied Intuition, that future is closer than you may think. Applied Intuition’s CEO, Qasar Younis, and CTO, Peter Ludwig, talk with Elad Gil about how now is the best time to both work on self-driving vehicle technology and monetize it. Qasar and Peter discuss the advantages of developing their own OS in-house for their aut...
Will we have Superintelligence by 2028? With Anthropic’s Ben Mann 12.06.2025 41:25
What happens when you give AI researchers unlimited compute and tell them to compete for the highest usage rates? Ben Mann, Co-Founder, from Anthropic sits down with Sarah Guo and Elad Gil to explain how Claude 4 went from "reward hacking" to efficiently completing tasks and how they're racing to solve AI safety before deploying computer-controlling agents. Ben talks about economic Turing tests, t...
Teaching AI to Understand the Physical World, with Dr. Fei-Fei Li of World Labs 05.06.2025 35:53
In this episode of No Priors, Sarah and Elad are joined by Dr. Fei-Fei Li, AI pioneer, co-director of Stanford’s Human-Centered AI Institute, and founder of World Labs. Fei-Fei shares why she’s building at the intersection of embodiment and intelligence, and what today’s AI systems are still missing. From the early days of ImageNet to her vision for the next generation of robotics, she unpacks the...
AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad 29.05.2025 25:13
In this episode of No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and...
AI is Making Enterprise Search Relevant, with Arvind Jain of Glean 15.05.2025 31:34
Arvind Jain joins Sarah and Elad on this episode of No Priors. Arvind is the founder and CEO of Glean, an AI-powered enterprise search platform. He previously co-founded Rubrik and spent over a decade as an engineering leader at Google. In this episode, Arvind shares how LLMs are transforming enterprise search, why most tools in the space have failed, and the opportunity to build apps powered by i...
Gaming as the Future of Education with Duolingo CEO Luis von Ahn 08.05.2025 32:14
On this episode of No Priors, Sarah talks to Luis von Ahn, founder and CEO of Duolingo, the world’s most popular education app with over 116 million monthly users and a market cap of approximately $17 billion. Controversially, it has recently committed to being “AI-first.” They discuss why motivation is the biggest challenge in education, how Duolingo harnesses game mechanics and behavioral insigh...
O3 and the Next Leap in Reasoning with OpenAI’s Eric Mitchell and Brandon McKinzie 01.05.2025 39:13
This week on No Priors, Elad and Sarah sit down with Eric Mitchell and Brandon McKinzie, two of the minds behind OpenAI’s O3 model. They discuss what makes O3 unique, including its focus on reasoning, the role of reinforcement learning, and how tool use enables more powerful interactions. The conversation explores the unification of model capabilities, what the next generation of human-AI interfac...
Inside Deep Research with Isa Fulford: Building the Future of AI Agents 24.04.2025 30:45
On this episode of No Priors, Sarah sits down with Isa Fulford, one of the masterminds behind deep research. They unpack how the initiative began, the role of human expert data, and what it takes to build agents with real-world capability and even taste. Isa shares the differences between deep research and OpenAI’s o3 model, the challenges around latency, and how she sees agent capabilities evolvi...
Predicting the Earth with Josh Goldman: How KoBold Uses AI to Find Critical Minerals 17.04.2025 40:53
This week on No Priors, Sarah and Elad are joined by Josh Goldman, cofounder and president of KoBold Metals. KoBold is using AI to transform how we discover critical minerals like lithium and cobalt, making the exploration process faster, more precise, and more scalable than traditional methods. In this episode, Josh explains how KoBold is rethinking the fundamentals of mineral exploration by comb...
From Job Displacement to AI Trainers, Brendan Foody on Work in the AI Age 10.04.2025 41:52
On this episode of No Priors, Sarah and Elad sit down with Brendan Foody, CEO and cofounder of Mercor, to discuss the company’s rapid growth and their vision for the future of the labor market. They dive into how AI is reshaping the workforce in real, tangible ways and what skills are worth investing in today. Brendan shares insights on evaluating talent in an AI-driven world, including how models...
Public Markets, Image Gen, and Specialized Models, with Sarah and Elad 03.04.2025 27:44
In this episode of No Priors, Sarah and Elad examine the current state of AI. They break down the recent dip in public markets, how tariffs could impact the tech industry, and where opportunities remain in large language models. They highlight the opportunities in more specialized models, new approaches to model development, and how the market is beginning to standardize with integrations like the...
Conversations Are the Source of Truth in Healthcare with Abridge CEO Shiv Rao 27.03.2025 38:42
In this episode of No Priors, Elad and Sarah chat with Shiv Rao, MD, founder and CEO of Abridge. They dive into how Abridge is reshaping healthcare by creating AI tools that enhance clinical documentation and improve doctor-patient interactions. Shiv shares his thoughts on building trust with established healthcare systems, giving agency and time back to clinicians, and what makes the healthcare A...
The Robotics Revolution, with Physical Intelligence’s Cofounder Chelsea Finn 20.03.2025 35:14
This week on No Priors, Elad speaks with Chelsea Finn, cofounder of Physical Intelligence and currently Associate Professor at Stanford, leading the Intelligence through Learning and Interaction Lab. They dive into how robots learn, the challenges of training AI models for the physical world, and the importance of diverse data in reaching generalizable intelligence. Chelsea explains the evolving l...
Copilot, Agent Mode, and the New World of Dev Tools with GitHub’s CEO Thomas Dohmke 13.03.2025 50:34
This week on No Priors, Sarah and Elad talk with GitHub CEO Thomas Dohmke about the rise of AI-powered software development and the success of Copilot. They discuss how Copilot is reshaping the developer workflow, GitHub’s new Agent Mode, and competition in the developer tooling market. They also explore how AI-driven coding impacts software pricing, the future of open source vs. proprietary APIs,...
National Security Strategy and AI Evals on the Eve of Superintelligence with Dan Hendrycks 05.03.2025 36:24
This week on No Priors, Sarah is joined by Dan Hendrycks, director of the Center of AI Safety. Dan serves as an advisor to xAI and Scale AI. He is a longtime AI researcher, publisher of interesting AI evals such as "Humanity's Last Exam," and co-author of a new paper on National Security "Superintelligence Strategy" along with Scale founder-CEO Alex Wang and former Google CEO Eric Schmidt. They ex...
Building the Platform for Scientific Breakthrough, with Noubar Afeyan of Moderna and Flagship Pioneering 27.02.2025 40:32
This week on No Priors, Sarah sits down with Noubar Afeyan, Co-founder and CEO of Flagship Pioneering, the biotech firm behind groundbreaking companies like Moderna. They explore how Flagship creates the conditions for scientific breakthroughs, tackles regulatory uncertainty, and pushes the boundaries of discovery. Noubar shares insights on AI’s role in healthcare, the challenges of bringing new t...
Virtual Cell Models, Tahoe-100 and Data for AI-in-Bio with Vevo Therapeutics and the Arc Institute 25.02.2025 57:40
On this week’s episode of No Priors, Sarah Guo is joined by leading members of the teams at Vevo Therapeutics and the Arc Institute – Nima Alidoust, CEO/Co-Founder at Vevo Therapeutics; Johnny Yu, CSO/Co-Founder at Vevo Therapeutics; Patrick Hsu, CEO/Co-Founder at Arc Institute; Dave Burke, CTO at Arc Institute; and Hani Goodarzi, Core Investigator at Arc Institute. Predicting protein structure (A...
Building Hard Tech in Hard Markets: Kyle Vogt on Cruise, Twitch, and The Bot Company 20.02.2025 38:14
Kyle Vogt joins Sarah and Elad on this week’s episode of No Priors. A serial entrepreneur, Kyle co-founded Twitch, transforming live streaming, and later Cruise, the autonomous vehicle company acquired by GM for $1 billion. Now he’s taking on AI-powered home robotics with The Bot Company. In this episode, Kyle shares his journey building transformative tech companies, the challenges of scaling aut...
How Harvey AI is Changing the Legal Industry with Winston Weinberg 14.02.2025 49:35
This week on No Priors, Sarah sits down with Harvey cofounder and CEO Winston Weinberg. Harvey is one of the leading application layer AI companies, building domain-specific AI for law firms, professional service providers, and the Fortune 500. They are already working with companies like Bridgewater, KKR, PWC, and O’Melveny with over $500M in funding from OpenAI, Sequoia, Kleiner, GV and Elad and...
DeepSeek, Deep Research, and 2025 Predictions with Sarah and Elad 07.02.2025 22:32
This week on No Priors, Sarah and Elad celebrate the 100th episode! They dive into the biggest AI stories of 2025, breaking down DeepSeek—truth vs. hype, the rapid consumer adoption, and the real cost of training the models. They debate model commoditization and the value of being a frontier model provider vs. building on existing work. Plus, they unpack OpenAI’s new Deep Research release and the...
Rick Caruso on LA’s Wildfires, Policy Failures, and the Path Forward 30.01.2025 27:11
This week on No Priors, Elad sits down with Rick Caruso, LA real estate developer and runner-up in the 2022 mayoral race. With experience serving under three LA mayors, as well as on the police commission and the board of water and power, Rick offers a unique perspective on the systemic failures that contributed to the devastation of the January 2025 wildfires in communities like the Palisades and...
What Can We Do About Wildfires? With Convective Capital’s Bill Clerico 23.01.2025 37:59
This week on No Priors, Sarah and Elad sit down with Bill Clerico, founder of Convective Capital, an early stage venture fund focused on technology-driven solutions for wildfire mitigation and climate resilience. The wildfires in Los Angeles have caused unprecedented property damage and immense hardship for countless individuals and families. This episode is devoted to diving into understanding wh...
How AI Agents Are Transforming Customer Support, with Decagon’s Jesse Zhang 16.01.2025 30:09
Today on No Priors, co-founder and CEO of Decagon, Jesse Zhang, joins Elad to discuss the future of agentic customer support. Decagon provides AI-powered customer interactions for companies like Rippling, Notion, Duolingo, Classpass, Substack, Vanta, Eventbrite, and more. Jesse shares the thesis behind starting Decagon, why he sees customer support as the ideal entry point for agentic technology,...
Erik Bernhardsson on Creating Tools That Make AI Feel Effortless 09.01.2025 23:36
Today on No Priors, Elad chats with Erik Bernhardsson, founder and CEO of Modal Labs, a platform simplifying ML workflows by providing a serverless infrastructure designed to streamline deployment, scaling, and development for AI engineers. Erik talks about his early work on Spotify’s ML algorithms, what Modal offers today, and his vision for building an end-to-end solution for AI engineers. They...
The Best of 2024 with Sarah Guo and Elad Gil 26.12.2024 27:07
2024 has been a year of transformative technological progress, marked by conversations that have reshaped our understanding of AI's evolution and what lies ahead. Throughout the year, Sarah and Elad have had the privilege of speaking with some of the brightest minds in the field. As we look back on the past months, we’re excited to share highlights from some of our favorite No Priors podcast episo...
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