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

No Priors: Artificial Intelligence | Technology | Startups

Conviction 165 episodes Latest Jun 4, 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

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
The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella 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
The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire Apr 9, 2026 2640 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 ba
AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus Apr 3, 2026 1765 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 t
Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI Mar 20, 2026 3991 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 Ka

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