No Priors: Artificial Intelligence | Technology | Startups
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.
Episodes
Mentioned books
195 snips
May 11, 2026 • 22min
Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
Alexander Taubman, co-founder and CEO of Long Lake Management, who builds and scales service businesses with a horizontal AI platform. He explains Long Lake’s Nexus platform and how it automates workflows across diverse industries. He discusses why Long Lake buys and transforms companies instead of just selling software. He outlines the vision for taking Amex GBT private and AI-powered growth.
538 snips
May 1, 2026 • 43min
Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud
Tuhin Srivastava, Baseten co-founder and CEO building AI inference infrastructure, talks about the AI inference crunch and Baseten’s rapid rise. He gets into why custom models and the app layer still matter. They explore GPU shortages, long-term capacity bets, Chinese open models, multi-cloud scaling, and the messy operational realities of running inference at scale.
191 snips
Apr 23, 2026 • 46min
SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
Philipp Herzig, SAP CTO leading its enterprise AI strategy, talks about turning business software into an AI-ready system of record. He digs into why enterprise AI breaks at scale, why security and fragmented data slow adoption, where agents can deliver value first, how pricing may shift in the AI era, and why quantum optimization has his attention.
282 snips
Apr 17, 2026 • 57min
Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Bill McDermott, ServiceNow CEO and longtime enterprise software leader, shares his path from teenage deli owner to running a global tech giant. He talks about scaling with customer obsession, why human connection still matters in AI leadership, which SaaS tools are most at risk, how AI agents are reshaping work, and what makes platform companies durable.
369 snips
Apr 9, 2026 • 44min
The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
Jeremy Allaire, Circle co-founder and CEO behind USDC, maps out a future where AI agents use programmable money and blockchain rails to transact. He digs into why banking falls short, how Arc could power machine-driven commerce, and why tokenized assets, privacy tech, productive proof of work, and a possible GDP boom make this shift so compelling.
202 snips
Apr 3, 2026 • 29min
AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus
Liam Fedus, former Google Brain and OpenAI researcher and co-founder of Periodic Labs, explores using AI to engineer materials at the atomic level. He talks about moving from ChatGPT to atoms, fixing data scarcity in materials science, using language models to coordinate specialized neural nets, and why robotics, AGI, and lab automation could reshape physical innovation.
4,983 snips
Mar 20, 2026 • 1h 7min
Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Andrej Karpathy, AI researcher and engineer known for OpenAI and Tesla, dives into coding by directing agent teams, his AutoResearch project for autonomous research loops, and why natural language may replace many app interfaces. He also explores model speciation, open vs. closed models, shifting job markets, robotics, and agent-driven education.
582 snips
Mar 12, 2026 • 29min
From Coder to Manager: Navigating the Shift to Agentic Engineering with Notion Co-Founder Simon Last
Simon Last, Notion co-founder and AI/product leader, discusses Notion’s move from an AI writer to agentic engineering. He talks about indexing diverse data sources, building coding agents that write and deploy integrations, redesigning APIs for agents, and the shift from humans doing work to managing swarms of agents.
164 snips
Feb 26, 2026 • 36min
How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari
Neil Tiwari, Managing Director at Magnetar Capital who structures creative financing for large GPU cloud build-outs. He discusses how novel debt and SPV structures fund massive AI CapEx. Conversation covers GPU collateral, evolving deal counterparties, power and supply-chain bottlenecks, and the shift from training to inference and distributed AI infrastructure.
474 snips
Feb 19, 2026 • 41min
From SaaS to AI-First: How Companies Are Reshaping Innovation
A fast-paced take on how AI is upending traditional SaaS models and sales approaches. They probe whether startups or enterprises adapt faster and what change management and engineering attention costs look like. Conversation covers risks from mass-generated code, where inference and energy use happen, and how big tech dominance reshapes market caps and startup strategy.
