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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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
  • The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella

    The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella
    Jun 4 2026
    What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company’s most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of software engineers, the durability of SaaS business models, and why showing communities the ROI on data centers is so critical. Plus, Satya shares his thoughts on the economic and societal impacts of the token economy, as well as the future of AI-driven education startups. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @satyanadella | @Microsoft | @latentspacepod | @swyx Chapters: 00:00 – Satya Nadella Introduction 01:48 – Reflections from Microsoft Build 03:12 – Microsoft’s AI Training Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Developer Value 15:09 – Can Everybody Operate at the Frontier with Their Frontier Intelligence? 15:51 – Modern Definition of IP 17:38 – Future of Vendor vs. Enterprise Agents 21:48 – Near-Term Predictions on Model Pricing 24:02 – Durability of SaaS 25:58 – What Satya’s Building 28:18 – Future of Engineering Roles 30:54 – How Microsoft Can Be More Ambitious 34:36 – Data Centers and Community Impact 38:01 – AI’s Impact on Society 39:52 - AI and Education 42:28 – Conclusion
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    42 min
  • Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

    Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
    May 28 2026
    We are now closer than ever before to living in a world where AI agents are smart enough to run our power grids and manage water supplies. How do we keep them from going rogue? Sarah Guo sits down with Maxim Bar Kogan, founder and CEO of Onyx Securities, to explore the complexities of supervising and securing autonomous agents at the enterprise level. Maxim explains Onyx’s product as an AI control plane, which oversees the permissions and flexible contexts of agents while balancing latency, cost, and reliability. He also discusses how current controls have insufficient context to monitor agent intent, tradeoffs for gradual model rollout, the need for vendor-independent oversight, and Israel’s growing AI and security talent ecosystem. Plus, why Maxim is all-in on AGI. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @maximbarkogan Chapters: 00:00 – Cold Open 00:45 – Maxim Bar Kogan Introduction 01:10 – AutoGPT and Betting on Agent Actions 05:17 – What Onyx Product Does 07:47 – State of Deployment in Large Enterprises 09:58 – Securing Agents 12:45 – Why Proxies Don’t Work 14:11 – Why Onyx Trains Its Own Models 18:38 – Onyx’s Talent Culture 21:24 – Mechanistic Interpretability 23:35 – How Onyx Builds Customer Trust 25:10 – Mitigating Risk at the Foundational Level 27:45 – Phased Rollout of Glasswing and Daybreak 29:11 – Large Enterprise Holdouts 30:46 – Onyx and the Larger AI Security Space 32:36 – Should Labs Address Model Trust and Governance? 36:56 – What Needs to Happen in Security 39:14 – Why Maxim is AGI-Pilled 41:15 – Conclusion
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    41 min
  • The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

    The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
    May 21 2026
    Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and Sarah Guo sit down with Cerebras founder and CEO Andrew Feldman to discuss the company’s journey to making one of the largest tech go-publics in history. Andrew details the multi-year journey of pioneering wafer-scale AI computing, including surviving a brutal period of being ahead of market demand. He also explains the engineering breakthroughs that led to delivering inference speeds at 20x that of standard GPUs. Andrew then shares how a remarkable $20 billion deal with OpenAI came together in only four weeks. Plus, Andrew’s thoughts on why architecting the future of AI requires the fortitude to be a “professional David” against the Goliaths of tech. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @andrewdfeldman | @Cerebras Chapters: 00:00 – Cold Open 00:36 – Andrew Feldman Introduction 01:19 – Cerebras’ Evolution 02:48 – Wafer-Scale Bet Pays Off 06:38 – Challenges and Breakthroughs 08:37 – Crossing the Market Chasm 10:38 – Scaling Software and Hardware 12:03 – Relevance of AI-Generated Coding 13:31 – Leadership and Hiring Culture 17:16 – When to Quit vs. Persist 19:40 – Why Cerebras Went Public 22:57 – The OpenAI Deal 25:54 – Open Source and Post-Trained Workloads 27:37 – How Speed Opens Up New Business 30:33 – Conclusion
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    31 min
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