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Page de couverture de No Priors: Artificial Intelligence | Technology | Startups

No Priors: Artificial Intelligence | Technology | Startups

No Priors: Artificial Intelligence | Technology | Startups

Auteur(s): Conviction
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À propos de cet audio

 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.© Copyright 2023 Conviction. All Rights Reserved. Gestion et leadership Science Économie
Épisodes
  • AI and the Future of Warfare with US Under Secretary of War Emil Michael

    AI and the Future of Warfare with US Under Secretary of War Emil Michael
    Jan 15 2026
    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 the US military. Emil outlines the architecture and launch of GenAI.mil, a DoW internal AI platform powered by Gemini and Grok that reached over one million unique users in its first 30 days. He also highlights critical technology priorities for national security, including hypersonics, direct energy, and autonomous drone swarms. Together, they also explore the urgent need to rebuild the American defense industrial base and end dependency on foreign supply chains for critical materials, as well as how Emil is recruiting the next generation of “fixer-builder” workers to serve their country in government. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @USWREMichael | @DoWCTO Chapters: 00:00 – Cold Open 00:00 – Emil Michael Introduction 00:58 – Emil’s Role at the Department of War 05:22 – Innovation Priorities for the DoW 08:27 – Shift Toward Autonomous Defense Technologies 10:41 – Identifying Common Needs Across the DoW 12:02 – Architecting GenAI.mil 13:48 – Applied AI Initiatives at the DoW 15:57 – The Future of Warfare 17:55 – Recruiting for DoW 19:33 – Arsenal of Freedom Tour 22:25 – Opportunities for Entrepreneurs at DoW 25:49 – Speeding Up and Scaling DoW Initiatives 28:37 – Innovation in Defense Tech 30:00 – Change Management in Government 32:09 – Rebuilding the Defense Industrial Base 37:27 – Initiatives and Opportunities at the Office of Strategic Capital 41:41 – Lessons from Emil’s Government Experience 44:30 – Conclusion
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    45 min
  • NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

    NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
    Jan 8 2026
    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, including the rapid improvements in reasoning, as well as the profitability of inference tokens. He also talks about why AI will increase productivity without necessarily taking away jobs, and how physical AI and robotics can help to solve labor shortages. Finally, Jensen shares his 2026 outlook, including why he’s optimistic about US-China relations, why open source remains essential for keeping the US competitive, and which sectors are due for their “ChatGPT moment.” Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @nvidia Chapters: 00:00 – Jensen Huang Introduction 00:17 – Biggest AI Surprises of 2025 04:12 – AI and Jobs: New Infrastructure and Demand for Skilled Labor 09:03 – Task vs. Purpose Framework in Labor 12:31 – Solving Labor Shortages with Robotics 15:14 – The Layer Cake of AI Technology 18:39 – The Importance of Open Source 21:52 – The Myth of “God AI” and Monolithic Models 23:54 – Addressing the “Doomer” Narrative and Regulation 29:25 – The Plummeting Cost of Compute and Tokenomics 35:09 – The Return to Research 37:49 – Future of Coding and Software Engineering 43:20 – The Industries Due For Their “ChatGPT” Moments 46:00 – The Evolution of Self-Driving Cars and Robotics 54:06 – Energy Demand and Growth for AI 58:49 – 2026 Outlook: US-China Relations and Geopolitics 1:04:43 – Is There An AI Bubble? 1:16:20 – Conclusion
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    1 h et 16 min
  • The 2026 AI Forecast: Foundation Models, IPOs, and Robotics with Sarah Guo and Elad Gil

    The 2026 AI Forecast: Foundation Models, IPOs, and Robotics with Sarah Guo and Elad Gil
    Dec 19 2025
    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 views on the timeline for robotics and self-driving cars, debating whether startups have a chance for survival or if incumbents will dominate. Elad and Sarah also discuss the return of tech IPOs and M&As, forecast a new wave of AI consumer agent software, and explore why consumer product innovation has been slower than expected. Finally, the two offer bold non-AI predictions for the new year, including the acceleration of defense tech startups and the second-order underrated impacts of GLP-1 drugs on biohacking. Plus, stick around to hear predictions on what’s next for AI in 2026 from some of tech’s biggest names and industry leaders. We hear from Jensen Huang (Founder/CEO NVIDIA), Arvind Jain (Founder/CEO, Glean), Winston Weinberg (Founder/CEO, Harvey), Scott Wu (Founder/CEO, Cognition), Raiza Martin (Founder/CEO Huxe), Zach Ziegler (Founder/CTO, Open Evidence), Aaron Levie (Founder/CEO, Box), Misha Laskin (Founder/CEO, ReflectionAI), Noam Brown (Research Scientist, OpenAI), Joshua Meier (Founder/CEO Chai Discovery), Bryan Johnson (Living Man, Don't Die), Sholto Douglas (Member of the Technical Staff, Anthropic), Ben & Asher Spector (Stanford PhDs) and Dylan Patel (Founder/CEO SemiAnalysis). Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil Chapters: 00:00 – Introduction 02:43 – AI Predictions for 2026 04:40 – Adoption of AI in Professional Fields 07:17 – Robotics and Self-Driving Cars 08:25 – Robotics: Incumbents vs. Startups 13:59 – Future of IPOs and M&A in AI 16:42 – Challenges in Consumer AI Innovation 21:08 – Funding of Neo Labs, RL Research 26:28 – Predictions for 2026 Beyond AI 26:44 – The Future of Defense and Technology 28:23 – Biohacking and Peptide Therapies 30:37 – 2026 Prediction from AI Industry Leaders 40:46 – Conclusion
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    41 min
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