No Priors: Artificial Intelligence | Technology | Startups

Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil

Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.

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 Show Notes: 
(0:00) Introduction
(0:27) Model news and product launches
(5:01) Google enters the competitive space with Gemini 1.5
(8:23) Biology and robotics using LLMs
(10:22) Agent-centric companies
(14:22) NVIDIA earnings
(17:29) ROI in AI
(20:43) Impact from AI
(25:45) Building effective AI tools in house
(29:09) What would it take to compete with NVIDIA
(33:23) The architectural approach to compute
(35:42) the roadblocks to chip production in the US
(38:30) The virtuous tech cycles in AI

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.