No Priors: Artificial Intelligence | Technology | Startups

Epizode

• The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella 04.06.2026 42min

  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
• Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan 28.05.2026 41min

  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
• The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman 21.05.2026 30min

  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
• Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg 14.05.2026 38min

  Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, from rare earth minerals to actuators. Enter: Pax Silica. Sarah Guo and Elad Gil sit down with US Under Secretary of State for Economic Affairs Jacob Helberg to discuss the launch and expansion of Pax Silica, a 14-country economic security coalition designed to secure the entire AI supply chain. Jacob talks about the creation of a forward-deployed industrial base in the Philippines, where 4,000 acres will be developed into an “economic security zone.” He also compares and contrasts Pax Silica with China’s Belt and Road initiative, explains how the US plans to reindustrialize through automation and robotics, and explores how the Trump administration envisions making these policies durable across future presidencies. Plus, we hear why Jacob believes America to be a “global underdog.” Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jacobhelberg | @UnderSecE Chapters: 00:00 – Cold Open 00:41 – Jacob Helberg Introduction 01:02 – Pax Silica’s Mission 03:51 – Investing in AI Chip Supply Chains 05:43 – Comparing Pax Silica to China’s Belt and Road Initiative 12:38 – Pax Silica’s Value Proposition 14:38 – US vs. Partnered Manufacturing 19:10 – Rare Earth Mineral Pricing 22:16 – Role of Venture Capital in Pax Silica 24:50 – Near vs. Long-Term Priorities 27:09 – Making AI Policy Durable 28:09 – How Policies Impact Entrepreneurs 31:00 – Trump’s Entrepreneurial Administration 33:00 – Why America is a Global Underdog 38:00 – Conclusion
• Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman 11.05.2026 22min

  The world’s first AI-take-private just proved that AI can revolutionize the real economy. Long Lake Management co-founder and CEO Alexander Taubman joins Elad Gil to discuss his firm’s agreement to acquire the legacy platform American Express Global Business Travel (Amex GBT) in a deal valued at $6.3 billion. Alexander explains the mechanics of AI-driven roll-ups, and why Long Lake chooses to acquire and transform businesses rather than simply selling them software. He also talks about how Long Lake’s horizontal AI platform, Nexus, automates workflows across diverse verticals, and how automation through AI not only powers growth for their portfolio companies, but results in both satisfied customers and employees. Plus, they explore Alexander’s vision of Amex GBT as a multi-decade compounding machine.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @alextaubman | @amexgbt  Chapters: 00:00 – Alexander Taubman Introduction 00:30 – Long Lake’s Nexus Platform 03:35 – Retention and Talent Flywheel 05:01 – Acquisition vs. Offering Software 06:57 – Building Long Lake’s Founding Team 10:37 – Taking American Express Global Business Travel Private 13:36 – Taking Berkshire Hathaway’s Approach to Management 16:37 – How AI Strategy Makes Long Lake Stand Out  19:32 – AI Makes Services Scale 22:00 – Conclusion
• Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud 01.05.2026 42min

  Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x growth, and why inference is becoming the strategic “last market.” Tuhin Srivastava argues the application layer will persist because companies with unique user signals can encode value into workflows and post-train specialized models, citing examples like Abridge and support workflows. The conversation covers GPU capacity constraints, Baseten’s multi-cloud fabric across 18 clouds and 90 clusters, long-term contracting dynamics, the importance of the software layer for stickiness, evolving workloads, multichip possibilities, and operational lessons at scale. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Tuhinone   Chapters: 00:31 Baseten growth 01:55 Why the app layer wins 05:57 Serving frontier customers 07:55 Open source model mix 09:21 Chinese models and geopolitics 13:07 Custom inference dominates 14:22 Post training acquisition 17:10 When to invest in custom models 18:35 Supply crunch and data centerse 22:25 Longer GPU Contracts 24:09 What Makes a Winner 26:07 Multi Chip Future 28:19 Runtime Roadmap 31:08 Scaling Edge Cases 33:48 Hiring and Leadership 36:44 Operations Pager Culture 38:19 Efficiency Drives Demand 40:41 Concierge Everything Future 42:34 Conclusion
• SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig 23.04.2026 45min

  More than fifty years ago, the modern idea of the standard enterprise software was birthed at SAP. Now, after managing companies through technological shifts from the mainframe to mobile, SAP is at the forefront of closing the AI adoption gap for their customers. SAP Chief Technology Officer Philipp Herzig joins Sarah Guo to talk about how SAP has remained a durable end-to-end “operating system” for its more than 400,000 customers from finance to supply chain. Philipp argues that the AI transition in businesses should focus on customer outcomes, UI changes, business processes, and the data layer. He also explains the challenges in enterprise AI adoption, including security, scaling, and data fragmentation, as well as the importance of evals and verifiability. They also discuss SAP’s suite of AI products, limitations of predictive tabular models, how SAP is shifting its pricing models in the AI era, and Philipp’s interest in quantum computing optimization. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @pheartig | @SAP Chapters: 00:00 – Cold Open 00:42 – Philipp Herzig Introduction 01:18 – What SAP Does 02:51 – Why SAP Endures 06:53 – CTO Priorities and AI Push 12:14 – Scaling AI in Enterprise 17:06 – Verifiability and Agent Mining 20:42 – Tool Calling vs. Computer Use 22:11 – Domains Where Agents Deliver Value 24:58 – Limitations of Predictive Tabular Models 29:07 – Barriers to Enterprise Adoption 31:54 – How AI Will ‘Uplevels’ Work 34:03 – How AI Changes SAP’s Pricing Model 36:41 – What Makes a Winner in the AI Era 38:53 – Day in the Life of a CTO 40:08 – Customer Challenges 42:36 – Business Problem of Quantum Computing 46:21 – Conclusion
• Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott 17.04.2026 57min

  Few teens are business owners, but by age 16, Bill McDermott had purchased and was running a local deli. Now he runs leading global technology powerhouse ServiceNow, a company that is defining how the world’s largest organizations transform for the digital age. Sarah Guo sits down with ServiceNow CEO Bill McDermott to discuss his journey from child entrepreneur to CEO, and how he navigates his role as a leader in the age of AI. Bill argues that human connection is still a vital part of being a successful leader, and as such, AI must be used to serve people rather than substitute for ambition. He breaks down the mechanics of hyper-growth, and the art of staying customer-centric at a global scale. They also discuss the future of enterprise software, how generative AI is fundamentally reshaping the labor market, and what founders need to know about building a resilient company culture that survives economic and technological shifts. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @BillRMcDermott | @ServiceNow Chapters: 00:00 – Cold Open 00:50 – Bill McDermott Introduction 01:14 – Lesson from Buying a Deli 07:35 – Leadership in the AI Era 09:41 – How Bill Got Hired at Xerox 15:47 – Can Agency Be Taught? 18:40 – Seeing Change as Opportunity 25:18 – ServiceNow as an AI Control Tower 30:30 – Which SaaS Gets Disrupted? 32:22 – Defining a Platform Business 36:25 – Does AI Decrease Implementation Time? 39:06 – Agents Will Reshape the Workforce 40:59 – Success Signals at ServiceNow 44:07 – Enterprise Attitudes About AI 48:41 – How AI Has Changed Customer Conversations 50:48 – Bill’s Curiosity Beyond ServiceNow 52:29 – Day in the Life of a CEO 57:27 – Conclusion
• The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire 09.04.2026 44min

  AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic “operating system” designed for a world where machines drive the real economy. Circle co-founder and CEO Jeremy Allaire joins Elad Gil to dive into the future of programmable money and the agentic economy. Jeremy explains why traditional banking fails to support the needs of AI agents, and how stablecoins like USDC facilitate an internet-native economy. They also discuss the tokenization of real-world assets, the move toward full-reserve banking, and Jeremy’s predictions for double-digit GDP growth as AI and blockchain reach their “broadband moment.”  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jerallaire | @circle Chapters: 00:00 – Cold Open 00:05 – Jeremy Allaire Introduction 00:21 – Origin Story of Circle 02:11 – Rethinking the Financial System 05:26 – The Role of Stablecoins 09:52 – Use Cases for USDC 11:30 – Programmable Money  12:25 – Blockchain as Operating System 14:37 – The Agentic Economy 17:45 – Arc Blockchain Use Cases 27:00 – Scaling Models and Privacy Tech 30:45 – Securitization of Other Assets Under the Blockchain 34:16 – Prediction Markets 35:09 – Incremental Revenue Through GPU Usage 37:19 – Jeremy’s 10 Year Future Vision 41:12 – AI and GDP 44:00 – Conclusion
• AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus 03.04.2026 29min

  What happens when you apply the scaling laws of large language models to the physical work of atoms? Elad Gil sits down with Liam Fedus, co-founder at Periodic Labs, which is pioneering an AI foundation lab for atoms. Liam discusses how he pivoted from dark matter physics research to the front lines of artificial intelligence, including stints at Google Brain and working on ChatGPT at OpenAI. He talks about how Periodic is connecting massive language models to the physical world to overcome data bottlenecks in material science. Liam also shares how they use language models as an orchestration layer operating alongside specialized neural nets to run closed-loop physical experiments. They also explore the future of AGI and ASI, as well as the role of robotics in lab automation. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @LiamFedus | @periodiclabs Chapters: 00:00 – Cold Open 00:05 – Liam Fedus Introduction 00:39 – Liam’s Background at Google Brain, OpenAI 05:14 – From ChatGPT to Materials and Atoms 06:34 – Training Data in the Physical World 09:52 – Generalization Across Domains 11:31 – Models as an Orchestration Layer 12:48 – Commercialization and Business Model 16:10 – How Periodic’s Success May Shape the Future  17:45 – Multidisciplinary Scaling 19:41 – Capital and Compute 21:12 – Hiring at Periodic 21:44 – Thoughts on AGI and ASI 23:30 – Timeline for Machine-Directed Self-Improvement 25:39 – Automation and Data Generation 27:59 – Why Liam is Excited About the Future of Robotics 29:25 – Conclusion
• Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI 20.03.2026 1h 6min

  What happens when AI agents can design experiments, collect data, and improve — without a human in the loop? Andrej Karpathy joins Sarah Guo on the state of models, the future of engineering and education, thinking about impact on jobs, and his project AutoResearch: where agents close the loop on a piece of AI research (experimentation, training, and optimization, autonomously). 00:00 Andrej Karpathy Introduction 02:55 What Capability Limits Remain? 06:15 What Mastery of Coding Agents Looks Like 11:16 Second Order Effects of Natural Language Coding 15:51 Why AutoResearch  22:45 Relevant Skills in the AI Era 28:25 Model Speciation 32:30 Building More Collaboration Surfaces for Humans and AI 37:28 Analysis of Jobs Market Data 48:25 Open vs. Closed Source Models 53:51 Autonomous Robotics 1:00:59 MicroGPT and Agentic Education 1:05:40 Conclusion
• From Coder to Manager: Navigating the Shift to Agentic Engineering with Notion Co-Founder Simon Last 12.03.2026 29min

  Notion isn’t designing AI agents that just use tools. Their agents can autonomously build their own integrations, as well as write the code needed to finish a task. Sarah Guo sits down with Notion Co-Founder Simon Last to explore Notion’s rapid evolution from a simple writing assistant to a sophisticated platform for custom AI agents. Simon discusses the technical hurdles of indexing disparate data from sources like Slack and Google Drive, as well as the internal shift toward using coding agents to build Notion itself. Plus, Simon elaborates on what he sees as a fundamental transition in productivity: moving from a tool where humans do the work, to one where humans manage a swarm of agents. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @simonlast | @NotionHQ Chapters: 00:00 – Cold Open 00:05 – Simon Last Introduction 00:26 – Genesis of Notion AI 04:10 – Challenge of Semantic Indexing and Retrieval 07:16 – The Six-Month Rewrite Cycle 08:12 – Notion’s Coding Agent Era 09:44 – Impact on Team Dynamics 12:49 – Launching Custom Agents 15:39 – Notion as the ‘Switzerland’ for Models 17:33 – Designing APIs for Agent Customers 20:09 – Simon’s Personal Agentic Workflows 24:48 – Notion: Tool for Work is Now A Tool for Agents 27:28 – How Building Has Changed for Simon 29:00 – Conclusion
• How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari 26.02.2026 36min

  By the end of 2026, AI capital expenditure is projected to hit nearly $700 billion. The question isn’t who has the best model, but who has the most creative financing to build out AI infrastructure and beyond. Sarah Guo is joined by Neil Tiwari, Managing Director at Magnetar Capital, a financial innovator helping the AI industry scale from billions to trillions of dollars in CapEx. Neil explains some of the debt structures used to finance massive GPU clusters, who is taking the risk, and how the industry is maturing. Sarah and Neil also discuss how power distribution, energy storage, and physical materials like steel are the bottlenecks of the AI industry. Plus, Neil gives his take on the future of inference-optimized clouds, and why the market shift away from software and into infrastructure might be an overreaction. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil  Chapters: 00:00 – Cold Open 00:05 – Neil Tiwari Introduction 00:26 – Magnetar’s Story 01:28 – Why CoreWeave Helped Magnetar Win 06:15 – Scaling CapEx Efficiently 09:02 – Debunking GPU Collateral Risk 11:42 – How Deal Structures Evolve 13:01 – What Bottlenecks Buildout 15:28 – Circular Financing Critiques 17:35 – The Shift from Training to Inference Workloads 23:10 – AI Factories 24:12 – Constraints of the Current Power Grid 28:27 – Sovereign Compute Buildouts 29:54 – Physical AI Capital Needs 32:48 – The Capital Rotation Away from SaaS 36:04 – Conclusion
• From SaaS to AI-First: How Companies Are Reshaping Innovation 19.02.2026 40min

  In this episode of No Priors, Sarah and Elad dive into the evolving landscape of software, exploring how AI is transforming the traditional SaaS model. They discuss whether SaaS as we know it is coming to an end, what new business and sales strategies are emerging, and how AI is reshaping the way software is built, sold, and scaled. The conversation also examines whether or not these shifts are a good thing for both big and small companies, and how coders and software experts are reacting to abrupt AI transitions. They also dig into how AI is reshaping sales, automating workflows, and enabling more predictive customer strategies. Beyond individual companies, they examine how tech giants are increasingly dominating the S&P 500, and what this concentration of power means for the future of startups, innovation, and the broader entrepreneurial ecosystem. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil |  Chapters: 00:00 – Cold Open 00:35 – The SaaS-polcalypse discussion  4:55 – AI Change Management in Large vs. Small Companies 05:43 – “Is Software Eating the World?”  08:38 – Addressing the Unsolved Problems  14:00 – The Noise of the Last Month vs. Excitement  21:32  – What Proportion of GDP is Tech?  23:20 – Market Cap Shifts 25:02 – As a Company, When Should You Sell?  29:05 – Multi-Product Bundle Defense  30:45 – Conclusion
• Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe 12.02.2026 31min

  Autonomous vehicle technology has moved past human-coded rules and into an era of neural networks and custom computer chips. And to solve the most difficult driving scenarios, electric vehicle company Rivian abandoned its original technology platform to build a vertically integrated data stack. Sarah Guo sits down with Rivian Founder and CEO RJ Scaringe to explore the seismic shift in the automotive industry toward AI-driven, software-defined vehicles . RJ discusses the move away from function or domain-based architecture for vehicle electronic systems to software-defined architecture, which allows for dynamic, monthly updates to features in Rivian’s vehicles. RJ also talks about the upcoming launch of Rivian’s R2 model, which aims to be a distinct, affordable, mass-market alternative to the Tesla Model Y. Plus, RJ shares his vision for a future where vehicles don’t just drive us, but inspire personal freedom and exploration. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @RJScaringe | @Rivian  Chapters: 00:00 – Cold Open00:35 – RJ Scaringe Introduction0:58 – Rivian’s Autonomy Evolution05:19 – Why Rivian’s Tech is Vertically Integrated10:06 – Levels of Autonomous Driving Technologies14:00 – Importance of a Software-Defined Architecture19:28 – Differentiating Autonomous Vehicle Models23:20 – R2: The First Mass Market Autonomous Vehicle25:02 – Do Americans Want EVs?29:05 – How Our Relationship to Vehicles is Evolving30:45 – Conclusion
• Introducing 4D Creation Open Beta: NPCs, 4D Worlds, and the Future of Gaming with Roblox CEO Dave Baszucki 05.02.2026 43min

  From “virtual doppelgängers” to “real-time dreaming,” online gaming platform Roblox is using AI technology to build the “Holodeck” envisioned in science fiction decades ago. Sarah Guo and Elad Gil sit down with Roblox CEO Dave Baszucki at Roblox headquarters to explore the intersection of AI, physics simulation, and the future of human connection. Dave discusses the evolution of the 4D creation tool in Roblox, a high-fidelity simulation that enables thousands of people to interact in real-time with photo-realistic graphics and acoustic physics. Dave reveals how Roblox is leveraging 13 billion hours of monthly user data to train native AI models that go beyond simple LLMs, enabling NPCs that can navigate and play games with human-like intuition. He also talks about how immersive communication will change video conferencing, how Roblox searches for unlikely talent outside of traditional elite universities, and how he balances rapid weekly iterations with keeping a “long view” on Roblox’s vision.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @DavidBaszucki | @Roblox  Chapters: 00:00 – Cold Open 00:36 – Dave Baszucki Introduction 01:16 – Realizing Robolox’s 20-Year Vision 05:29 – Using 4D Immersive Simulations in Virtual Interactions 08:22 – Physics Engine vs. Photorealism  11:50 – Storing Roblox History as Vector Data 14:00 – Training NPCs - Moving Beyond LLMs 18:05 – The Future of the Game Designer 19:54 – Video Latent World Models 23:53 – Social Simulation - AI Companions and Virtual Relationships 27:26 – Why Asset Costs Haven’t Changed the Gaming Industry 29:52 – AI Coding in Roblox Studio 31:36 – The Roblox Creator Economy 33:57 – Long-Term Conviction vs. Weekly Iteration 37:50 – Dave’s Hiring Philosophy for Roblox 43:44 – Conclusion
• Why Cryopreservation is No Longer Science Fiction with Until Co-founder and CEO Laura Deming 29.01.2026 30min

  What if we could pause biological time to wait for a cure for a disease? Thanks to innovations and research in reversible cryopreservation, this possibility is no longer just science fiction. Sarah Guo sits down with Laura Deming, CEO and co-founder of biotech startup Until, to dive deep into the growing field of reversible cryopreservation. Laura talks about how her time as a Thiel Fellow as well as her founding of the Longevity Fund fueled her obsession with solving the “social blindspot” of aging. Laura details how her new startup, Until, seeks to build tools that allow for “pressing pause” on biological time, starting with human organs with the hopes of scaling up to full body medical hibernation. Together, they also discuss why ice is the enemy of tissue, using engineering tools to help solve biological problems, and how this technology may revolutionize organ transplantation by removing time as a variable.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @LauraDeming | @untillabs  Chapters: 00:00 – Cold Open 01:08 – Laura Deming Introduction 01:53 – Why Laura Focused on Cryo Preservation and Longevity 06:20 – Bringing on Co-Founder Hunter Davis 07:55 – Until’s Goal 10:10 – Other Use Cases for Cryo Technology 12:22 – Scientific Challenges in Cryo Tech 15:36 – Using Engineering Principles to Solve Biological Problems 20:18 – Scaling Up Cryo Preservation 21:48 – Leading and Recruiting at Until 25:02 – Why Hasn’t Cryo Tech Been Worked On More? 27:14 – Making Time Not a Variable in Organ Transplants  29:06 – Changing How the Molecular World is Depicted 30:47 – Conclusion
• No Priors Live: Building Durable Software in the AI Age with MongoDB President & CEO CJ Desai 22.01.2026 36min

  Why are there only a handful of companies in the world with over $10 billion in pure-play software revenue? CJ Desai believes the reason is that products are replaceable, but platforms are forever. For No Priors’ very first live from MongoDB.local SF, Sarah Guo is joined by CJ Desai, CEO and President of software developer MongoDB, to discuss the shifting landscape of enterprise software. CJ discusses whether AI will erode the value of software, and what truly constitutes a “moat” in the age of generative AI. CJ also talks about why AI adoption with Fortune 500-sized companies is still lagging, the importance of customer relationships, and why the “bear thesis” on SaaS may be overblown.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @cj_mongodb | @MongoDB Chapters: 00:00 – Cold Open 00:58 – CJ Desai Introduction 01:38 – The AI Stack and the Future of Software 04:18 – Why Platforms, Not Products, Are Sticky 09:59 – Vibe Coding and the Threat of On-Demand Apps 12:15 – Paths to Success for Software Vendor Incumbents 14:24 – How CJ Chose MongoDB 18:55 – Debunking the SaaS Bear Thesis 22:07 – Fortune 500 Perspectives on AI Value 24:24 – Can AI Native Startups Replace Systems of Record? 28:10 – The Importance of Customer Relationships 31:46 – Managing Through Massive Technology Transitions 36:37 – Conclusion
• AI and the Future of Warfare with US Under Secretary of War Emil Michael 15.01.2026 44min

  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
• NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative 08.01.2026 1h 16min

  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