Home Podcasts No Priors: Artificial Intelligence | Technology | Startups
No Priors: Artificial Intelligence | Technology | Startups

No Priors: Artificial Intelligence | Technology | Startups

Conviction 165 Episodes Jul 2, 2026

Co-hosts Elad Gil and Sarah Guo interview leading AI engineers, researchers, and founders about the biggest questions in artificial intelligence, including the path to AGI, market disruption, and societal change. The podcast explores state-of-the-art research and the implications of the AI revolution. Sarah Guo is a startup investor and founder of Conviction, while Elad Gil is a serial entrepreneur and investor.

Episodes

How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor Jul 2, 2026 3686 While the rest of the nuclear industry still relies on simulations and paper designs, Valar Atomics is busy splitting atoms. In fact, they just powered an NVIDIA Blackwell chip directly with a live nuclear reactor in order to power the world’s first nuclear powered website. Sarah Guo joins Valar Atomics founder and CEO Isaiah Taylor on-site at their California headquarters to talk about how Valar
Really Big Test-Time Compute in AI Changes Benchmarks, Safety and Research with OpenAI Research Scientist Noam Brown Jun 26, 2026 2178 When a new AI model drops, it’s judged based on a static benchmark grid that doesn’t account for how long the model is allowed to think. How then should we measure a model’s true capability? OpenAI research scientist Noam Brown returns to talk with Sarah Guo about his latest essay on why the AI industry’s traditional benchmark grids are broken, and how large-scale test-time compute is fundamentall
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan Jun 18, 2026 2699 At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip-Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CEO Lip-Bu Tan to talk about why he took the job and what “saving” Intel actually looks like. Tan explains how his experience in startup culture informed his decisions to drive Intel
Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives Jun 10, 2026 3380 Biohub started with an ambitious goal of curing, preventing, and managing all disease by the end of the century. A decade later, thanks to the convergence of frontier AI and biological data, that goal may have been too conservative. In this episode, Elad Gil and Sarah Guo sit down with Biohub co-founders Mark Zuckerberg and Priscilla Chan, alongside Biohub Head of Science Alex Rives. Together, the
We Need An Ecosystem in AI, And Every Company Can Win A Place In It Jun 4, 2026 2546 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
Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan May 28, 2026 2468 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
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman May 21, 2026 1833 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-
Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg May 14, 2026 2280 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 d
Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman May 11, 2026 1320 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 acqu
Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud May 1, 2026 2577 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
SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig Apr 23, 2026 2744 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” f
Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott Apr 17, 2026 3447 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 rol

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