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 [email protected].

  • 44 minutes 30 seconds
    AI and the Future of Warfare with US Under Secretary of War Emil Michael

    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. 

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    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


    15 January 2026, 11:21 am
  • 1 hour 16 minutes
    NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

    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.” 

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    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


    8 January 2026, 11:00 am
  • 40 minutes 46 seconds
    The 2026 AI Forecast: Foundation Models, IPOs, and Robotics with Sarah Guo and Elad Gil

    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).

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    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



    19 December 2025, 9:00 pm
  • 41 minutes 37 seconds
    The Future of Voice AI: Agents, Dubbing, and Real-Time Translation with ElevenLabs Co-Founder Mati Staniszewski

    Imagine learning chess from a grand master, or negotiating tactics from an expert FBI hostage negotiator. ElevenLabs’ voice AI technology is making that unlock possible. Sarah Guo sits down with Mati Staniszewski, co-founder of ElevenLabs, to explore how the three-year old company is transforming how humans interact with technology through voice. Mati talks about the technical challenges of building foundational audio models, the strategic thinking between conducting research and deploying products in tandem, and why voice is the ultimate interface for everything from computers to robots to immersive media. They also discuss how the coming revolution of AI personal tutors will shift agentic AI from reactive to proactive support, break down language barriers globally, and even provide the framework for agentic government services.

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    Chapters:

    00:00 – Mati Staniszewski Introduction

    00:46 – 11 Labs: Growth and Scale

    02:46 – Voice Technology and Applications

    06:52 – Research and Product Development

    12:36 – Voice Quality and Customer Preferences

    17:54 – Agent Platform and Use Cases

    23:21 – Choosing the Right Technology Partner

    26:43 – The Role of Foundation Models

    29:58 – Open Source Models and Future Trends

    32:37 – Research and Development Focus

    36:53 – Future of AI Companions and Education

    41:37 – Conclusion


    11 December 2025, 3:35 pm
  • 44 minutes 17 seconds
    Scaling Legal AI and Building Next-Generation Law Firms with Harvey Co-Founder and President Gabe Pereyra

    In just over three years, Harvey has not only scaled to nearly one thousand customers, including Walmart, PwC, and other giants of the Fortune 500, but fundamentally transformed how legal work is delivered. Sarah Guo and Elad Gil are joined by Harvey’s co-founder and president Gabe Pereyra to discuss why the future of legal AI isn’t only about individual productivity, but also about putting together complex client matters to make law firms more profitable. They also talk about how Harvey analyzes complex tasks like fund formation or M&A and deploys agents to handle research and drafting, the strategic reasoning behind enabling law firms rather than competing with them, and why AI won’t replace partners but will change law firm leverage models and training for associates.

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    Chapters:

    00:00 – Gabe Pereyra Introduction

    00:09 – Introduction to Harvey

    02:04 – Expanding Harvey’s Reach

    03:22 – Understanding Legal Workflows

    06:20 – Agentic AI Applications in Law

    09:06 – The Future Evolution of Law Firms

    13:36 – RL in Law

    19:46 – Deploying Harvey and Customization

    23:46 – Adoption and Customer Success

    25:28– Why Harvey Isn’t Building a Law Firm

    27:25 – Challenges and Opportunities in Legal Tech

    29:26 – Building a Company During the Rise of Gen AI

    37:24 – Hiring at Harvey

    40:19 – Future Predictions

    44:17 – Conclusion 

    5 December 2025, 12:00 am
  • 39 minutes 10 seconds
    Sunday Robotics: Scaling the Home Robot Revolution with Co-Founders Tony Zhao and Cheng Chi

    The robotics industry is on the cusp of its own “GPT” moment, catalyzed by transformative research advances. Enter Memo, the first general-intelligence personal robot, focused on taking on your chores to give back your time. Sarah Guo sits down with Tony Zhao and Cheng Chi, co-founders of Sunday Robotics, to discuss the state of AI robotics. Tony and Cheng speak to the challenges they faced while developing their technology, the innovative glove system employed to scale real-world data collection, and the impact of diffusion policy and imitation learning. Plus, they talk about their 2026 in-home beta program and why personal robots are only a handful of years away from mass deployment.

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    Chapters:

    00:00 – Tony Zhao and Cheng Chi Introduction

    00:56 – State of AI Robotics

    02:11 – Deploying a Robot Pre-AI

    03:13 – Impact of Diffusion Policy 

    04:29 – Role of ACT and ALOHA

    07:02 – Imitation Learning - Enter UMI

    10:38 – Introducing Sunday

    11:57 – Sunday’s Robot Design Philosophy

    15:05 – Sunday’s Shipping Timeline

    19:02 – Scale of Sunday’s Training Data

    23:58 – Importance of Data Quality at Scale

    24:56 – Technical Challenges

    27:59 – When Will People Have Home Robots?

    30:48 – Failures of Past Demos

    32:34 – Sunday’s Demos

    36:53 – What Sunday’s Hiring For

    39:10 – Conclusion


    19 November 2025, 5:00 pm
  • 48 minutes 13 seconds
    How AI Will Accelerate Breakthroughs in Biotechnology with Benchling CEO Sajith Wickramasekara

    Bringing new drugs to market is a costly, time-consuming endeavor. On top of that, most medicines fail at some point in the research and development phase. Sarah Guo is joined by Sajith Wickramasekara, co-founder and CEO of Benchling, a company that has not only become the central system of record for biotech R&D, but uses AI agents to assist scientists to help fix this broken system. Sajith details the roadblocks that impede drug development and approval, the “dot com” bust occurring in biotech, and how AI agents and simulation can help scientists experiment faster. Plus, they talk about China’s competitive rise in the pharma space, and the unique challenges of building an interdisciplinary culture that merges the worlds of science and software. 

    Rebuild biotech for the AI era - Sajith Wickramasekara

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    Chapters:

    00:00 – Sajith Wickramasekara Introduction

    00:38 – Origin and Mission of Benchling

    02:08 – The Drug Development Process

    03:49 – Current State of the Biotech industry 

    08:46 – AI’s Role in Biotech

    16:14 – Benchling AI and Its Impact

    18:36 – The Future of AI in Biotech 

    26:28 – Debunking AI Drug Discovery Myths

    28:50 – Data’s Role in Biotech

    29:35 – The Importance of Tools in Pharma

    31:28 – AI’s Impact on Scientific Research

    34:55 – Building a Biotech Company

    40:18 – Interdisciplinary Collaboration in Biotech 

    43:06 – Tech and Biotech: Learning from Each Other

    48:16 – Conclusion

    13 November 2025, 11:00 am
  • 42 minutes 11 seconds
    Meet Snowflake Intelligence: A Personalized Enterprise Intelligence Agent with Sridhar Ramaswamy

    Snowflake is moving beyond the data warehouse. Its new Snowflake Intelligence is an agentic platform for every employee, not just data teams. Sarah Guo sits down with Snowflake CEO Sridhar Ramaswamy to discuss his first 18 months at the helm, as well as the massive pivot to make the data giant AI-first. Sridhar talks about Snowflake Intelligence, the company's new AI agent platform, and its implications for enterprise data management. They also explore how Sridhar navigates partnerships with major tech companies, how he fosters a culture of continuous improvement within the organization, and how he envisions Snowflake’s future as an integral data-driven enterprise solution. 

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    Chapters:

    00:00 – Sridhar Ramaswamy Introduction

    00:42 – Snowflake’s Market Adaptation

    03:14 – Snowflake’s Evolution and AI Integration

    05:44 – Introducing Snowflake Intelligence

    09:01 – Snowflake Intelligence User Experience

    11:55 – Drawing the Line Between Data, Agent System, and App

    13:30 – Leadership and Organizational Changes

    16:19 – How Being an Investor, Entrepreneur Informed Sridhar’s Leadership

    18:50 – Importance of Product-Market Fit

    22:46 – Snowflake’s Strategic Positioning

    27:10 – Snowflake’s Partnership Strategy

    30:20 – How Sridhar Sees the ROI of AI

    35:09 – How AI Changes the Ad Model

    38:15 – Why LLMs Still Need Search

    42:11 – Conclusion


    6 November 2025, 11:00 am
  • 18 minutes 59 seconds
    The Best of 2025 (So Far) with Sarah Guo and Elad Gil

    2025 has thus far been a year of great leaps and advances in AI technology. And Sarah and Elad have spoken with some of the most enterprising founders and scientific minds in the field of AI today. So we’re revisiting a few of our favorite conversations on No Priors so far in 2025 – Winston Weinberg (Harvey), Dr. Fei-Fei Li (World Labs), Brendan Foody (Mercor), Dan Hendrycks (Center for AI Safety), Noubar Afeyan (Flagship Pioneering), Brandon McKinzie and Eric Mitchell (OpenAI o3), Isa Fulford (OpenAI), Arvind Jain (Glen), and Dr. Shiv Rao (Abridge). 

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    Chapters:

    00:00 – Episode Introduction

    0:21 – Winston Weinberg on Leaning into New Capabilities

    02:01 – Dr. Fei-Fei Li on Spatial Intelligence

    04:13 – Brendan Foody on AI Disruption in the Workforce

    06:10 – Dan Hendrycks on the Geopolitics of Superintelligence

    08:06 – Noubar Afeyan on Entrepreneurship  

    10:38 – Brandon McKinzie and Eric Mitchell on Reasoning Models

    12:41 – Isa Fulford on Training Deep Research

    13:49 – Arvind Jain on Innovating Enterprise Search

    16:21 – Dr. Shiv Rao on AI’s Human Impact

    18:58 – Conclusion


    31 October 2025, 12:31 pm
  • 27 minutes 19 seconds
    Reinventing the Developer Terminal with Warp Co-Founder and CEO Zach Lloyd

    For decades, the developer terminal has remained largely unchanged. But for Warp CEO and co-founder Zach Lloyd, reinventing this core tool is the key to unlocking AI agents for coding, debugging, and automating the entire development process. Zach joins Elad Gil to discuss how seeing this opportunity for innovation led to Warp’s agentic terminal for developers. Zach talks about the phases of software development, from coding by hand to the current "develop by prompt" era, and the coming age of fully automated development. Plus, Zach and Elad explore the deep philosophical questions around intelligence versus consciousness in AI models, and what it would take to believe a computer program is truly aware.

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    Chapters:

    00:00 – Zach Lloyd Introduction

    00:32 – AI, Intelligence, and Consciousness

    06:55 – What Warp Does

    07:38 – Benefits of the Terminal as a Launchpoint 

    08:27 – Features Driving Warp’s Adoption

    09:12 – Zach’s View of the Coding Market

    10:27 – Evolution of Coding Development

    12:45 – Importance of Senior Engineer Expertise

    14:11 – Future of Security and Other Dev Tools

    22:22 – Why Zach Focused on the Terminal

    23:52 – The Future of the Model Layer 

    25:36 – What Zach’s Excited About in the AI Dev World

    27:18 – Conclusion


    23 October 2025, 10:00 am
  • 31 minutes 57 seconds
    Unlocking the Road to Energy Abundance with Base Power CEO and Co-Founder Zach Dell

    With demand from AI for energy already exploding, our electric grid is facing a crisis. Base Power CEO and co-founder Zach Dell is ready to re-architect its future from the ground up. Zach sits down with Elad Gil to talk about Base Power’s recent $1 billion fundraise from major investors. Zach discusses the role of energy across industries, as well as Base Power's mission to lower electricity costs through vertical integration. Zach and Elad also explore the future of energy, the role of batteries in transforming the grid, and the regulatory challenges facing the energy industry. Plus, Zach pitches why top talent should make their careers in energy generation.  

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    Chapters:

    00:00 – Zach Dell Introduction

    00:50 – Base Power’s Vision

    02:15 – Base Power’s Products and Services 

    04:00 – What Drew Zach to Working on Power

    05:12 – Base Power’s Founding Team

    06:58 – Base Power’s Hiring Needs

    08:02 – How Zach Hired an Awesome Founding Team

    09:51 – How Do We Meet Energy Demands?

    12:58 – How Viable is Nuclear Energy?

    17:04 – Global Energy Cost Dynamics

    17:41 – Future of AI Training Centers

    18:32 – What Will Drive Energy Buildout

    20:38 – Drivers of Energy Transmission Cost

    22:30 – Regulation and the Energy Industry 

    23:52 – What Zach is Optimistic About in Energy

    24:42 – Cultivating Base Power’s Culture

    27:26 – Zach’s Philosophy on Capitalization

    30:00 – How Base Power Uses Scale

    31:57 – Conclusion


    15 October 2025, 10:00 am
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