Épisodes

  • Public Markets, Image Gen, and Specialized Models, with Sarah and Elad
    Apr 3 2025
    In this episode of No Priors, Sarah and Elad examine the current state of AI. They break down the recent dip in public markets, how tariffs could impact the tech industry, and where opportunities remain in large language models. They highlight the opportunities in more specialized models, new approaches to model development, and how the market is beginning to standardize with integrations like the Model Context Protocol (MCP). The episode ends with a look at early consumer AI applications and what types of expertise will matter most in the coming years. Show Notes: 0:00 Improvements in image gen 4:42 Public markets 8:08 Effects of tariffs on tech 9:42 Today’s large model market 11:34 Opportunities in specialized models 16:30 Research advances in model approaches 21:10 What expertise will matter? 24:30 Anthropic’s Model Context Protocol 26:30 Consumer applications
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    28 min
  • Conversations Are the Source of Truth in Healthcare with Abridge CEO Shiv Rao
    Mar 27 2025
    In this episode of No Priors, Elad and Sarah chat with Shiv Rao, MD, founder and CEO of Abridge. They dive into how Abridge is reshaping healthcare by creating AI tools that enhance clinical documentation and improve doctor-patient interactions. Shiv shares his thoughts on building trust with established healthcare systems, giving agency and time back to clinicians, and what makes the healthcare AI opportunity different today. They also discuss Abridge’s approach to developing and launching AI products, along with Shiv’s journey in founding Abridge. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @ShivdevRao Show Notes: 0:00 Introduction 0:35 Abridge’s Story and Vision 5:30 Strategy for Customer Choice 7:41 Healthcare AI Opportunities 11:24 Navigating Incumbent Partnerships 14:26 Doctor-Centric AI Solutions 19:54 Abridge’s Future Plans 22:13 AI’s Impact on Healthcare 28:43 Shipping and Iterating Products 32:50 Shiv’s Journey to Abridge
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    39 min
  • The Robotics Revolution, with Physical Intelligence’s Cofounder Chelsea Finn
    Mar 20 2025
    This week on No Priors, Elad speaks with Chelsea Finn, cofounder of Physical Intelligence and currently Associate Professor at Stanford, leading the Intelligence through Learning and Interaction Lab. They dive into how robots learn, the challenges of training AI models for the physical world, and the importance of diverse data in reaching generalizable intelligence. Chelsea explains the evolving landscape of open-source vs. closed-source robotics and where AI models are likely to have the biggest impact first. They also compare the development of robotics to self-driving cars, explore the future of humanoid and non-humanoid robots, and discuss what’s still missing for AI to function effectively in the real world. If you’re curious about the next phase of AI beyond the digital space, this episode is a must-listen. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @ChelseaFinn Show Notes: 0:00 Introduction 0:31 Chelsea’s background in robotics 3:10 Physical Intelligence 5:13 Defining their approach and model architecture 7:39 Reaching generalizability and diversifying robot data 9:46 Open source vs. closed source 12:32 Where will PI’s models integrate first? 14:34 Humanoid as a form factor 16:28 Embodied intelligence 17:36 Key turning points in robotics progress 20:05 Hierarchical interactive robot and decision-making 22:21 Choosing data inputs 26:25 Self driving vs robotics market 28:37 Advice to robotics founders 29:24 Observational data and data generation 31:57 Future robotic forms
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    35 min
  • Copilot, Agent Mode, and the New World of Dev Tools with GitHub’s CEO Thomas Dohmke
    Mar 13 2025
    This week on No Priors, Sarah and Elad talk with GitHub CEO Thomas Dohmke about the rise of AI-powered software development and the success of Copilot. They discuss how Copilot is reshaping the developer workflow, GitHub’s new Agent Mode, and competition in the developer tooling market. They also explore how AI-driven coding impacts software pricing, the future of open source vs. proprietary APIs, and what Copilot’s success means for Microsoft. Plus, Thomas shares insights from his journey growing up in East Berlin and navigating rapidly changing worlds. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @ThomasDohmke Show Notes: 0:00 Introduction 0:37 GitHub Copilot’s capabilities 4:12 Will agents replace developers? 6:04 Copilot’s development cycle 8:34 Winning the developer market 10:40 Agent mode 13:25 Where GitHub is headed 16:45 Building for the new challenges of AI 21:50 Dev tools market formation 29:56 Copilot’s broader impact 32:17 How AI changes software pricing 39:16 Open source vs. proprietary APIs 48:01 Growing up in East Berlin
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    51 min
  • National Security Strategy and AI Evals on the Eve of Superintelligence with Dan Hendrycks
    Mar 5 2025
    This week on No Priors, Sarah is joined by Dan Hendrycks, director of the Center of AI Safety. Dan serves as an advisor to xAI and Scale AI. He is a longtime AI researcher, publisher of interesting AI evals such as "Humanity's Last Exam," and co-author of a new paper on National Security "Superintelligence Strategy" along with Scale founder-CEO Alex Wang and former Google CEO Eric Schmidt. They explore AI safety, geopolitical implications, the potential weaponization of AI, along with policy recommendations. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @DanHendrycks Show Notes: 0:00 Introduction 0:36 Dan’s path to focusing on AI Safety 1:25 Safety efforts in large labs 3:12 Distinguishing alignment and safety 4:48 AI’s impact on national security 9:59 How might AI be weaponized? 14:43 Immigration policies for AI talent 17:50 Mutually assured AI malfunction 22:54 Policy suggestions for current administration 25:34 Compute security 30:37 Current state of evals
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    36 min
  • Building the Platform for Scientific Breakthrough, with Noubar Afeyan of Moderna and Flagship Pioneering
    Feb 27 2025
    This week on No Priors, Sarah sits down with Noubar Afeyan, Co-founder and CEO of Flagship Pioneering, the biotech firm behind groundbreaking companies like Moderna. They explore how Flagship creates the conditions for scientific breakthroughs, tackles regulatory uncertainty, and pushes the boundaries of discovery. Noubar shares insights on AI’s role in healthcare, the challenges of bringing new therapies to market, and lessons learned from past pandemics. He also discusses Flagship’s platform approach to biotech innovation and introduces the idea of polyintelligence. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @NoubarAfeyan Show Notes: 0:00 Introduction 0:48 Founding Flagship 5:51 Fostering environments for emergence 11:17 Expanding into new frontiers 14:26 Developing technology amid regulatory uncertainty and risk 19:12 How Flagship has evolved 22:47 AI applications in healthcare 27:30 Bottlenecks in bringing new therapies to market 32:20 Lessons for the next pandemic 34:11 Building a platform 38:10 Polyintelligence
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    41 min
  • Virtual Cell Models, Tahoe-100 and Data for AI-in-Bio with Vevo Therapeutics and the Arc Institute
    Feb 25 2025
    On this week’s episode of No Priors, Sarah Guo is joined by leading members of the teams at Vevo Therapeutics and the Arc Institute – Nima Alidoust, CEO/Co-Founder at Vevo Therapeutics; Johnny Yu, CSO/Co-Founder at Vevo Therapeutics; Patrick Hsu, CEO/Co-Founder at Arc Institute; Dave Burke, CTO at Arc Institute; and Hani Goodarzi, Core Investigator at Arc Institute. Predicting protein structure (AlphaFold 3, Chai-1, Evo 2) was a big AI/biology breakthrough. The next big leap is modeling entire human cells—how they behave in disease, or how they respond to new therapeutics. The same way LLMs needed enormous text corpora to become truly powerful, Virtual Cell Models need massive, high-quality cellular datasets to train on. In this episode, the teams discuss the groundbreaking release of the Tahoe-100M single cell dataset, Arc Atlas, and how these advancements could transform drug discovery. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @Nalidoust | @IAmJohnnyYu | @PDHsh | @Davey_Burke | @Genophoria Download the Tahoe Dataset Show Notes: 0:00 Introduction 1:40 Significance of Tahoe-100M dataset 4:22 Where we are with virtual cell models and protein language models 10:26 Significance of perturbational data 17:39 Challenges and innovations in data collection 24:42 Open sourcing and community collaboration 33:51 Predictive ability and importance of virtual cell models 35:27 Drug discovery and virtual cell models 44:27 Platform vs. single hypothesis companies 46:05 Rise of Chinese biotechs 51:36 AI in drug discovery
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    58 min
  • Building Hard Tech in Hard Markets: Kyle Vogt on Cruise, Twitch, and The Bot Company
    Feb 20 2025
    Kyle Vogt joins Sarah and Elad on this week’s episode of No Priors. A serial entrepreneur, Kyle co-founded Twitch, transforming live streaming, and later Cruise, the autonomous vehicle company acquired by GM for $1 billion. Now he’s taking on AI-powered home robotics with The Bot Company. In this episode, Kyle shares his journey building transformative tech companies, the challenges of scaling autonomous systems, and why he believes home robots are the next frontier. They also discuss the parallels between AVs and robotics, overcoming consumer skepticism, US vs. China manufacturing, and the policies needed to foster a competitive robotics industry. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @KVogt Show Notes: 0:00 Introduction 0:29 Founding Cruise 3:12 Tesla vs. Waymo approach 4:44 Scaling autonomous vehicles 10:03 The Bot Company 16:35 Deploying robots in the home 17:56 Parallels between robots and AV markets 20:51 Personifying robots and overcoming consumer skepticism 25:00 Timeline on consumer robots 26:47 Chinese vs. US manufacturing 29:15 Fostering a competitive domestic robotics industry 34:00 Lessons from Cruise & personal philosophies
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    38 min