No Priors: Artificial Intelligence | Technology | Startups
Conviction
146 episodes
6 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.
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
No Priors: Artificial Intelligence | Technology | Startups
1 hour 16 minutes
6 days ago
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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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
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.
