No Priors: Artificial Intelligence | Technology | Startups
Conviction
135 episodes
2 days ago
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.
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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.
The traditional call center may soon be a thing of the past. Jessie Zhang is building AI agents designed to replace monotonous human labor and transform how consumers interact with brands. Elad Gil sits down with Jesse Zhang, co-founder and CEO of Decagon, an AI agent company at the forefront of AI customer service. Jesse talks about how Decagon secured large enterprise clients and the impact of its AI agents, his journey as a second-time founder, and Decagon’s company culture. Plus, they discuss what the future of agentic customer service may look like.
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Chapters:
00:00 – Jesse Zhang Introduction
00:30 – Decagon’s Services
01:11 – Decagon’s Customers and Growth
02:41 – Productivity Gains with Decagon
03:33 – How Decagon Integrates in Customer Workflows
04:25 – Jesse’s Second Time Founder Story
05:41 – Jesse’s Hiring Philosophy
09:13 – Counter-intuitive Advice for Founders
11:19 – How Decagon Thinks About Talent
14:12 – Areas for Longer Term Planning
15:37 – Decagon’s Path to Customer Service
16:57 – Thoughts on Pushing Into the Application Layer
19:40 – What Decagon Does Uniquely
22:05 – Pricing Services in the AI Age
24:46 – How Decagon Sees Customer Service
25:53 – Defining Long-Term Success for Decagon
27:41 – Jesse’s Views on an Agentic Future
31:22 – Conclusion
From negotiating with world leaders to partnering with top entrepreneurs, businessman and investor Jared Kushner has traveled the unique path of bringing private sector knowledge to government work and back again. Jared Kushner joins Sarah Guo and Elad Gil to cover a wide range of topics, from his founding of investment firm Affinity Partners, to his time in government, to his new AI venture BrainCo. Jared discusses Affinity Partners’ mission and strategy, how he has leveraged his government experience in business and investing, and the geopolitics of technological advancements like AI. Plus, he makes a case for why private sector talent should do “tours of duty” in government.
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Chapters:
00:00 – Jared Kushner Introduction
00:30 – Starting Affinity Partners Post-Government
01:59 – Value of Global Perspective
03:34 – Ventures with Affinity
05:14 – Evaluating Investments Via Macro Trends
09:09 – Undervalued Countries
12:32 – Origins of BrainCo
16:50 – BrainCo Use Cases
23:49 – BrainCo’s Biggest Challenge
24:47 – Determining Customer Fit
26:39 – AI and Policy
30:03 – Middle East and AI
31:59 – Jared’s Experience in Middle East Diplomacy
40:16 – Brokering Peace Post-October 7th
43:52 – Making Deals with Middle Eastern Partners
47:14 – Jared and Ivanka’s Partnership
49:18 – Benefits of Joining Public Sector from the Private Sector
52:07 – Jared’s Pitch for Serving in Government
56:25 – Jared’s Leadership Style
58:24 – Conclusion
How does a new technology get adopted by 40% of American doctors in just 18 months? In an era where the golden age of biotechnology has also created a dark age of physician burnout, OpenEvidence found the answer by fundamentally changing how doctors access critical information. OpenEvidence founder Daniel Nadler sits down with Sarah Guo and Elad Gil to discuss how his company solved the semantic search problem in medicine. He talks about the strategy of treating doctors as consumers, striking the balance of keeping patients in the loop in medical conversations, and how technology will reshape both medicine and medical education. Plus, Daniel gives his thoughts on the roots of motivation, as well as his philosophy for recruitment.
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Chapters:
00:00 – Daniel Nadler Introduction
00:08 – OpenEvidence’s Success
01:54 – How OpenEvidence Works
06:35 – Dealing with Ambiguity
11:37 – Treating Knowledge Workers as Consumers
15:53 – Balancing Keeping Patients in the Loop
19:28 – How Technology May Shape the Future of Medicine
22:12 – How Technology Will Change Medical Education
30:40 – Examining Consumer Adoption of Preventative Health Measures
36:02 – Lessons for Other Fields
37:27 – Rationalism vs. Will
41:13 – Daniel’s Thoughts on Motivation
42:44 – Daniel’s Recruiting Philosophy
44:48 – Conclusion
AI doomers say that the technology will be the ultimate job-killer. But Jacob Helberg wants people to see AI as a tech that will boost, not replace, human workers and give them superpowers. Under Secretary of State for Economic Growth, Energy, and the Environment Jacob Helberg joins Sarah Guo and Elad Gil to talk about AI’s role in reshoring manufacturing in America, supply chain security, and transforming the US energy grid. He also discusses the CapEx revolution, why he sees opportunity for tech and energy partnerships in the Middle East, and the path to more nuclear energy for the US. Plus, the three explore what the “superintelligence century” could look like.
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Chapters:
00:00 – Jacob Helberg Introduction
00:50 – Jacob’s Agenda for Capitol Hill
01:53 – Reshoring the American Supply Chain
04:38 – Areas of CapEx Growth
06:56 – Importance of Supply Chain Security
08:52 – Reshoring Rare Earth Minerals
11:12 – How AI Can Help America Reindustrialize
15:37 – AI and Productivity Gains
17:38 – The Superintelligence Century
22:56 – Creating an Open Source AI Ecosystem
24:41 – The Middle East and AI
26:24 – Growing Energy Resources in the US
28:28 – The Path to More Nuclear Energy in the US
35:50 – Essential Domains for Strategy and Security
38:20 – The Tech Industry and the Administration
40:29 – Conclusion
Andrew Ng has always been at the bleeding edge of fast-evolving AI technologies, founding companies and projects like Google Brain, AI Fund, and DeepLearning.AI. So he knows better than anyone that founders who operate the same way in 2025 as they did in 2022 are doing it wrong. Sarah Guo and Elad Gil sit down with Andrew Ng, the godfather of the AI revolution, to discuss the rise of agentic AI, and how the technology has changed everything from what makes a successful founder to the value of small teams. They talk about where future capability growth may come from, the potential for models to bootstrap themselves, and why Andrew doesn’t like the term “vibe coding.” Also, Andrew makes the case for why everybody in an organization—not just the engineers—should learn to code.
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Chapters:
00:00 – Andrew Ng Introduction
00:32 – The Next Frontier for Capability Growth
01:29 – Andrew’s Definition of Agentic AI
02:44 – Obstacles to Building True Agents
06:09 – The Bleeding Edge of Agentic AI
08:12 – Will Models Bootstrap Themselves?
09:05 – Vibe Coding vs. AI Assisted Coding
09:56 – Is Vibe Coding Changing the Nature of Startups?
11:35 – Speeding Up Project Management
12:55 – The Evolution of the Successful Founder Profile
19:23 – Finding Great Product People
21:14 – Building for One User Profile vs. Many
22:47 – Requisites for Leaders and Teams in the AI Age
28:21 – The Value of Keeping Teams Small
32:13 – The Next Industry Transformations
34:04 – Future of Automation in Investing Firms and Incubators
37:39 – Technical People as First Time Founders
41:08– Broad Impact of AI Over the Next 5 Years
41:49 – Conclusion
What would it take to challenge Nvidia? SemiAnalysis Founder and CEO Dylan Patel joins Sarah Guo to answer this and other topical questions around the current state of AI infrastructure. Together, they explore why Dylan loves Android products, predictions around OpenAI’s open source model, and what the landscape of neoclouds looks like. They also discuss Dylan’s thoughts on bottlenecks for expanding AI infrastructure and exporting American AI technologies. Plus, we find out what question Dylan would ask Mark Zuckerberg.
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Chapters:
00:00 – Dylan Patel Introduction
00:31 – Dylan’s Love for Android Products
02:10 – Predictions About OpenAI’s Open Source Model
06:50 – Implications of an American Open Source Model for the Application Ecosystem
10:48 – Evolution of Neoclouds
17:26 – What It Would Take to Challenge Nvidia
27:43 – What Would an Nvidia Challenger Look Like?
28:18 – Understanding Operational and Power Constraints for Data Centers
34:48 – Dylan’s View on the American Stack
43:01 – What Dylan Would Ask Mark Zuckerberg
44:22 – Poker and AI Entrepreneurship
46:51 – Conclusion
Cloudflare has spent nearly fifteen years making the Internet faster, more reliable, and more secure. So now that AI systems are changing the way we interact with the Internet, Cloudflare wants to help level the playing field for content creators. Sarah Guo and Elad Gil sit down with Matthew Prince, co-founder and CEO of Cloudflare to discuss the evolution of the internet from search to AI, including Cloudflare’s role in facilitating that shift. Matthew talks about how AI assistants are changing the shape of the Internet, the problems Google created by making traffic the arbiter of content value, and how he sees Cloudflare’s part in facilitating the new content marketplace for the mutual benefit of creators and AI companies. Plus, a look towards how agentic infrastructure may unfold in the near future.
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Chapters:
00:00 – Matthew Prince Introduction
00:37 – Cloudflare’s Role in Securing the Internet
02:08 – The Road to Cloudflare’s Dominance
03:20 – The Internet’s Shift from Search to AI
06:34 – Role of Agents and Content on the New Web
09:44 – Reshaping the Content Market Online
13:05 – De-emphasizing Traffic as a Proxy for Value
18:04 – Will We Run Out of Quality Human-Generated Content?
20:01 – Scaling the Value of Content in the AI Age
22:32 – Cloudflare’s Approach to Inference
24:55 – How Cloudflare Responds to Market Demand
26:04 – Open vs. Closed Models
27:21 – Path to the New Marketplace for Content
30:58 – Advice for Content Creators
32:47 – Exploring the Timeline for Running Models Locally
40:07 – The Future of Agentic Infrastructure
44:52 – Conclusion
Sriram Krishnan was never interested in policy. But after seeing a gap in AI knowledge at senior levels of government, he decided to lend his expertise to the tech-friendly Trump administration. Senior White House Policy Advisor on AI Sriram Krishnan joins Elad Gil and Sarah Guo to talk about America’s AI Action Plan, a recent executive order that outlines how America can win the AI race and maintain its AI supremacy. Sriram discusses why winning the AI race is important and what that looks like, as well as the core goals of the Action Plan that he helped to author. Together, they explore how AI is the latest iteration of American cultural exportation and soft power, the bottlenecks in upgrading America’s energy infrastructure, and the importance of America owning the “full stack” from GPUs and models to agents and software.
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Chapters:
00:00 – Sriram Krishnan Introduction
01:00 – Sriram’s Role in Government
03:43 – Impetus for the America AI Action Plan
06:14 – What Winning the AI Race Looks Like
10:36 – Algorithms and Cultural Bias
12:26 – Main Tenets of the America AI Action Plan
19:13 – Infrastructure and Energy Needs for AI
22:56 – Manufacturing, Supply Chains, and AI
24:52 – Ensuring American Dominance in Robotics
26:30 – Translating Policy to Industry and the Economy
29:30 – Should the US Be a Technocracy?
32:33 – Understanding the Argument Against Open Source Models
36:07 – Conclusion
In the generative AI revolution, quality data is a valuable commodity. But not all data is created equally. Sarah Guo and Elad Gil sit down with SurgeAI founder and CEO Edwin Chen to discuss the meaning and importance of quality human data. Edwin talks about why he bootstrapped Surge instead of raising venture funds, the importance of scalable oversight in producing quality data, and the work Surge is doing to standardize human evals. Plus, we get Edwin’s take on what Meta’s investment into Scale AI means for Surge, as well as whether or not he thinks an underdog can catch up with OpenAI, Anthropic, and other dominant industry players.
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Chapters:
00:00 – Edwin Chen Introduction
00:41 – Overview of SurgeAI
02:28 – Why SurgeAI Bootstrapped Instead of Raising Funds
07:59 – Explaining SurgeAI’s Product
09:39 – Differentiating SurgeAI from Competitors
11:27 – Measuring the Quality of SurgeAI’s Output
12:25 – Role of Scalable Oversight at SurgeAI
14:02 – Challenges of Building Rich RL Environments
16:39 – Predicting Future Needs for Training AI Models
17:29 – Role of Humans in Data Generation
21:27 – Importance of Human Evaluation for Quality Data
22:51 – SurgeAI’s Work Toward Standardization of Human Evals
23:37 – What the Meta/ScaleAI Deal Means for SurgeAI
24:35 – Edwin’s Underdog Pick to Catch Up to Big AI Companies
24:50 – The Future Frontier Model Landscape
26:25 – Future Directions for SurgeAI
29:29 – What Does High Quality Data Mean?
32:26 – Conclusion
Superintelligence, at least in an academic sense, has already been achieved. But Misha Laskin thinks that the next step towards artificial superintelligence, or ASI, should look both more user and problem-focused. ReflectionAI co-founder and CEO Misha Laskin joins Sarah Guo to introduce Asimov, their new code comprehension agent built on reinforcement learning (RL). Misha talks about creating tools and designing AI agents based on customer needs, and how that influences eval development and the scope of the agent’s memory. The two also discuss the challenges in solving scaling for RL, the future of ASI, and the implications for Google’s “non-acquisition” of Windsurf.
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Chapters:
00:00 – Misha Laskin Introduction
00:44 – Superintelligence vs. Super Intelligent Autonomous Systems
03:26 – Misha’s Journey from Physics to AI
07:48 – Asimov Product Release
11:52 – What Differentiates Asimov from Other Agents
16:15 – Asimov’s Eval Philosophy
21:52 – The Types of Queries Where Asimov Shines
24:35 – Designing a Team-Wide Memory for Asimov
28:38 – Leveraging Pre-Trained Models
32:47 – The Challenges of Solving Scaling in RL
37:21 – Training Agents in Copycat Software Environments
38:25 – When Will We See ASI?
44:27 – Thoughts on Windsurf’s Non-Acquisition
48:10 – Exploring Non-RL Datasets
55:12 – Tackling Problems Beyond Engineering and Coding
57:54 – Where We’re At in Deploying ASI in Different Fields
01:02:30 – Conclusion
As a three-time founder, Parker Conrad has one piece of advice for aspiring entrepreneurs—don’t do it. The Rippling co-founder and CEO joins Sarah Guo to talk about what he learned from the crash at Zenefits, why most advice to founders is wrong, and how building a real platform—not a point solution—is the only way to win in SaaS. The two get into founder psychology, the myth of learning from failure, and what true ownership looks like inside a company. He also shares why AI won’t shrink teams anytime soon, what people misunderstand about vertical software, and why ambition trumps efficiency with long-lasting companies.
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Chapters:
00:00 Introduction to Parker Conrad
00:33 Lessons from Zenefits to Rippling
01:54 The Psychology of Founding a Company
07:56 Rippling's Ambitious Vision
10:41 Building a Platform Company
15:05 Challenges and Strategies in Scaling
30:36 AI's Impact on Software Development
42:06 Public vs. Private: Rippling's Future
44:19 Conclusion
AI has already fueled breakthroughs in biotechnology—but now, further advances in AI are poised to fuel pharmaceutical discoveries as well. Sarah Guo sits down with Joshua Meier and Jack Dent, co-founders of Chai Discovery, whose newly launched Chai-2 designs bespoke antibodies that bind to their targets at a jaw-dropping 20% rate. Jack and Joshua talk about the implications for Chai-2’s success rate at discovering antibodies for the pharmaceutical industry, how structure prediction is pivotal in making the model work, and future potential for using the model to optimize other molecular properties. Plus, they talk about what they believe bioscientists should be learning to best utilize Chai-2’s technology.
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Chapters:
00:00 – Joshua Meier and Jack Dent Introduction
01:09 – Genesis of Chai Discovery
06:12 – Chai-2 Model
10:13 – Criteria for Specifying Targets for Chai-2
13:12 – How the Chai-2 Model Works
16:12 – Emergent Vocabulary from Chai-2
18:15 – Hopes for Chai-2’s Impact
20:33 – Reception of the Chai-2 Model
22:16 – Future of Wet Lab Screening and Biotech
27:08 – Optimizing Other Molecule Properties
31:37 – Where Chai Invests From Here
36:20 – What Bioscientists Should Learn for Chai-2
40:23 – How Jack and Josh Oriented to the Biotech Space
43:38 – Platform Investment and Chai-2
46:53 – Scaling Chai Discovery
48:21 – Hiring at Chai Discovery
49:09 – Conclusion
Much of the scientific process involves searching. But rather than continue to rely on the luck of discovery, Google DeepMind has engineered a more efficient AI agent that mines complex spaces to facilitate scientific breakthroughs. Sarah Guo speaks with Pushmeet Kohli, VP of Science and Strategic Initiatives, and research scientist Matej Balog at Google DeepMind about AlphaEvolve, an autonomous coding agent they developed that finds new algorithms through evolutionary search. Pushmeet and Matej talk about how AlphaEvolve tackles the problem of matrix multiplication efficiency, scaling and iteration in problem solving, and whether or not this means we are at self-improving AI. Together, they also explore the implications AlphaEvolve has to other sciences beyond mathematics and computer science.
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Chapters:
00:00 Pushmeet Kohli and Matej Balog Introduction
0:48 Origin of AlphaEvolve
02:31 AlphaEvolve’s Progression from AlphaGo and AlphaTensor
08:02 The Open Problem of Matrix Multiplication Efficiency
11:18 How AlphaEvolve Evolves Code
14:43 Scaling and Predicting Iterations
16:52 Implications for Coding Agents
19:42 Overcoming Limits of Automated Evaluators
25:21 Are We At Self-Improving AI?
28:10 Effects on Scientific Discovery and Mathematics
31:50 Role of Human Scientists with AlphaEvolve
38:30 Making AlphaEvolve Broadly Accessible
40:18 Applying AlphaEvolve Within Google
41:39 Conclusion
When will fully autonomous vehicles see widespread adoption? According to Applied Intuition, that future is closer than you may think. Applied Intuition’s CEO, Qasar Younis, and CTO, Peter Ludwig, talk with Elad Gil about how now is the best time to both work on self-driving vehicle technology and monetize it. Qasar and Peter discuss the advantages of developing their own OS in-house for their autonomous applications, self-driving technology’s potential to drive re-shoring of vehicle manufacturing to the United States, and how best to gauge the bar for safety in autonomous systems. Plus, they explore how self-driving technology may reshape the designs of not only vehicles, but cities themselves.
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Chapters:
00:00 Qasar Younis and Peter Ludwig Introduction
01:28 A Primer on Applied Intuition
11:08 Applied Intuition’s Customers
12:04 Impact of Chinese Vehicles Manufacturers
15:44 EV Policies in the European Market
20:49 Can Robotics and Automation Re-Shore Vehicle Manufacturing?
21:53 Training Models for Autonomous Vehicles
26:41 Gauging the Bar for Autonomous Vehicles Safety
32:03 Timeline for Large-Scale Autonomous Vehicle Adoption
36:28 Rethinking Urban Design for Autonomous Vehicles
38:47 How Applied Intuition Uses AI for Tooling and OS
42:09 Designing for User Experience
43:31 Applied Intuition’s Hiring Strategy
45:01 Conclusion
What happens when you give AI researchers unlimited compute and tell them to compete for the highest usage rates? Ben Mann, Co-Founder, from Anthropic sits down with Sarah Guo and Elad Gil to explain how Claude 4 went from "reward hacking" to efficiently completing tasks and how they're racing to solve AI safety before deploying computer-controlling agents. Ben talks about economic Turing tests, the future of general versus specialized AI models, Reinforcement Learning From AI Feedback (RLAIF), and Anthropic’s Model Context Protocol (MCP). Plus, Ben shares his thoughts on if we will have Superintelligence by 2028.
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Links:
ai-2027.com/
Chapters:
00:00 Ben Mann Introduction
00:33 Releasing Claude 4
02:05 Claude 4 Highlights and Improvements
03:42 Advanced Use Cases and Capabilities
06:42 Specialization and Future of AI Models
09:35 Anthropic's Approach to Model Development
18:08 Human Feedback and AI Self-Improvement
19:15 Principles and Correctness in Model Training
20:58 Challenges in Measuring Correctness
21:42 Human Feedback and Preference Models
23:38 Empiricism and Real-World Applications
27:02 AI Safety and Ethical Considerations
28:13 AI Alignment and High-Risk Research
30:01 Responsible Scaling and Safety Policies
35:08 Future of AI and Emerging Behaviors
38:35 Model Context Protocol (MCP) and Industry Standards
41:00 Conclusion
In this episode of No Priors, Sarah and Elad are joined by Dr. Fei-Fei Li, AI pioneer, co-director of Stanford’s Human-Centered AI Institute, and founder of World Labs. Fei-Fei shares why she’s building at the intersection of embodiment and intelligence, and what today’s AI systems are still missing. From the early days of ImageNet to her vision for the next generation of robotics, she unpacks the human and technical motivations behind World Labs. They also discuss the challenges of 3D world modeling, her approach to building exceptional teams, and the special qualities that have led her students like Andrej Karpathy to make major breakthroughs.
Show Notes:
0:00 Why and what Dr. Fei-Fei Li is building
3:00 World models at World Labs
6:44 Missing gaps in the AI future
9:16 Robotics and physical intelligence
16:15 Greatest challenges of 3D
19:08 Fei-Fei’s work in PhD in ImageNet
23:05 Special moments in Dr. Li's career
29:33 Building teams
32:05 Human-centered AI
In this episode of No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and problem-solving.
Show Notes:
0:00 Is the AI market consolidating into clear winners? + the physics of the current landscape
7:01 Why more companies don’t merge (even when it makes sense)
10:09 Exploring biotech’s biggest commercial opportunities and the challenges founders face
17:14 Building world models
21:34 How AI is expanding the way humans reason, design, and evolve systems
Arvind Jain joins Sarah and Elad on this episode of No Priors. Arvind is the founder and CEO of Glean, an AI-powered enterprise search platform. He previously co-founded Rubrik and spent over a decade as an engineering leader at Google. In this episode, Arvind shares how LLMs are transforming enterprise search, why most tools in the space have failed, and the opportunity to build apps powered by internal knowledge. He discusses how much customization is still needed on top of foundation models, what made building Glean uniquely challenging compared to Arvind’s previous ventures, and what’s next for the company.
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Show Notes:
0:00 Introduction
0:58 How LLMs are changing search
2:05 Building out Glean’s platform
5:09 Why most search companies failed
8:41 Out of the box vs. bespoke models
10:26 Creating apps on top of internal knowledge
15:34 User behaviors & insights
19:11 Unique challenges of building Glean
21:51 Product-led growth vs. enterprise sales
25:00 Succeeding in traditionally bad markets
27:08 What Glean is excited to build next
On this episode of No Priors, Sarah talks to Luis von Ahn, founder and CEO of Duolingo, the world’s most popular education app with over 116 million monthly users and a market cap of approximately $17 billion. Controversially, it has recently committed to being “AI-first.” They discuss why motivation is the biggest challenge in education, how Duolingo harnesses game mechanics and behavioral insights to keep learners engaged, and the company’s efforts to leverage AI to personalize education at scale. Luis also shares thoughts on the Duolingo brand, courses beyond language (chess and math), and the broader impact of AI on content creation.
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Links:
Duolingo is now AI-First: http://bit.ly/3RQzny3
Show Notes:
0:00 Introduction
4:01 Optimizing learning behavior through tech
11:20 Adopting AI at Duolingo
17:25 AI’s threat to content companies
18:34 An unhinged corporate brand
21:28 How do people learn?
25:16 What people misunderstand about Duolingo?
26:24 How AI is transforming learning at scale
30:28 Leveraging AI across the business
This week on No Priors, Elad and Sarah sit down with Eric Mitchell and Brandon McKinzie, two of the minds behind OpenAI’s O3 model. They discuss what makes O3 unique, including its focus on reasoning, the role of reinforcement learning, and how tool use enables more powerful interactions. The conversation explores the unification of model capabilities, what the next generation of human-AI interfaces could look like, and how models will continue to advance in the years ahead.
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Show Notes:
0:00 What is o3?
3:21 Reinforcement learning in o3
4:44 Unification of models
8:56 Why tool use helps test time scaling
11:10 Deep research
16:00 Future ways to interact with models
22:03 General purpose vs specialized models
25:30 Simulating AI interacting with the world
29:36 How will models advance?
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 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.