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
3,491 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.
517 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.
148 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.
441 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.
161 snips
Feb 12, 2026 • 32min
Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe
RJ Scaringe, founder and CEO of Rivian and leader of its electric vehicle and autonomy strategy, discusses Rivian’s shift to vertically integrated, software-defined vehicle architecture. He covers the move from rules-based stacks to neural nets, building in-house chips for affordable onboard inference, monthly OTA feature updates, and the R2 plan to bring a $45k mass-market EV to life.
119 snips
Feb 5, 2026 • 44min
Introducing 4D Creation Open Beta: NPCs, 4D Worlds, and the Future of Gaming with Roblox CEO Dave Baszucki
Dave Baszucki, Founder and CEO of Roblox, leads the company toward a high-fidelity 4D creation platform. He explores AI-driven NPCs trained on massive interaction data, photorealistic and acoustic physics for shared worlds, and how immersive 4D spaces could reshape communication, creation tools, and hiring for the future of multiplayer experiences.
95 snips
Jan 29, 2026 • 31min
Why Cryopreservation is No Longer Science Fiction with Until Co-founder and CEO Laura Deming
Laura Deming, biotech entrepreneur and longevity investor turned CEO of Until, explores reversible cryopreservation. She discusses pausing biological time to save organs, why ice destroys tissue, engineering tricks for cooling and rewarming, and scaling from organs to whole-body hibernation. The conversation highlights clinical uses, technical trade-offs, and how removing time could transform transplantation logistics.
221 snips
Jan 22, 2026 • 37min
No Priors Live: Building Durable Software in the AI Age with MongoDB President & CEO CJ Desai
CJ Desai, President and CEO of MongoDB, shares insights from his extensive experience in software development. He discusses why platforms, not just products, create long-term value and how AI could reshape enterprise software. CJ explains the cautious pace of AI adoption by Fortune 500 companies and why customer relationships are crucial. He also addresses the overblown fears surrounding SaaS and the enduring importance of platforms amid technological transitions. Expect a deep dive into the future of software in the age of AI!
197 snips
Jan 15, 2026 • 45min
AI and the Future of Warfare with US Under Secretary of War Emil Michael
Emil Michael, the Under Secretary for Research and Engineering at the Department of War, dives into AI's transformative role in modern warfare. He reveals plans for GenAI.mil, which reached over a million users swiftly, and discusses shifting military strategies towards hypersonics, directed energy, and autonomous drones. Emil emphasizes rebuilding the defense industrial base, sourcing local tech talent, and fostering collaboration with startups. With insights on the future of defense technology, he highlights the need for resilience and innovation in national security.
1,019 snips
Jan 8, 2026 • 1h 16min
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
Jensen Huang, CEO of NVIDIA and a visionary in accelerated computing, engages in a dynamic discussion about AI and robotics. He reveals surprising advancements in reasoning and the profitability of inference tokens. Huang argues that AI will enhance job creation through new industries and solve labor shortages with robotics. He also addresses the importance of open source in maintaining competitive advantages and refutes the idea of a looming AI bubble. The conversation covers optimism in geopolitics and the future of diverse AI applications.
