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No Priors: Artificial Intelligence | Technology | Startups

Conviction
No Priors: Artificial Intelligence | Technology | Startups
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  • 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).  Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil  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
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  • 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. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @zachlloydtweets | @warpdotdev 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
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  • 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.   Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @ZachBDell | @basepowerco 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
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  • Humans&: Bridging IQ and EQ in Machine Learning with Eric Zelikman
    The AI industry is obsessed with making models smarter. But what if they’re building the wrong kind of intelligence? In launching his new venture, humans&, Eric Zelikman sees an opportunity to shift the focus from pure IQ to building models with EQ. Sarah Guo is joined by Eric Zelikman, formerly of Stanford and xAI, who shares his journey from AI researcher to founder. Eric talks about the challenges of building human-centric AI, integrating long-term memory in models, and the importance of creating AI systems that work collaboratively with humans to unlock their full potential. Plus, Eric shares his views on abunance and what he’s looking for in talent for humans&. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @ericzelikman Chapters: 00:00 – Eric Zelikman Introduction 00:29 – Eric’s Early Interest in AI 01:29 – Challenges in AI and Automation 02:25 – Research Contributions 06:14 – Q-STaR and Scaling Up AI 08:14 – Current State of AI Models 15:23 – Human-Centric AI and Future Directions 22:08 – Eric’s New Venture: humans& 35:33 – Recruitment Goals for humans& 36:57 – Conclusion
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  • The Impact of AI, from Business Models to Cybersecurity, with Palo Alto Networks CEO Nikesh Arora
    Between the future of search, the biggest threats in cybersecurity, and the jobs and platforms of tomorrow, Nikesh Arora sees one common thread connecting and transforming them all—AI. Sarah Guo and Elad Gil sit down with Nikesh Arora, CEO of cybersecurity giant Palo Alto Networks and former Chief Business Officer of Google, to talk about a wide array of topics from agentic AI to leadership. Nikesh dives into the future of search, the disruptive potential of AI agents for existing business models, and how AI has both compressed the timeline for cyberattacks as well as fundamentally shifted defense strategies in cybersecurity. Plus, Nikesh shares his leadership philosophy, and why he’s so optimistic about AI. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @nikesharora | @PaloAltoNtwks Chapters: 00:00 – Nikesh Arora Introduction 00:39 – Nikesh on the Future of Search 04:46 – Shifting to an Agentic Model of Search 08:12 – AI-as-a-Service 16:55 – State of Enterprise Adoption 20:15 – Gen AI and Cybersecurity 27:35 – New Problems in Cybersecurity in the AI Age 29:53 – Deepfakes, Spearfishing, and Other Attacks 32:56 – Expanding Products at Palo Alto 35:49 – AI Agents and Human Replaceability 44:28 – Nikesh’s Thoughts on Growth at Scale 46:52 – Nikesh’s Leadership Tips 51:14 – Nikesh on Ambition 54:18 – Nikesh’s Thoughts on AI 58:21 – Conclusion
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About No Priors: Artificial Intelligence | Technology | Startups

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]. 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.
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