No Priors: Artificial Intelligence | Technology | Startups
Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad
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.
Show Notes
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Is the tech industry moving too quickly, or are founders letting fear of AI labs stunt their ambitions? Sarah and Elad explore the current landscape of artificial intelligence, venture capital, and startup dynamics. They discuss the realities of building multi-trillion-dollar companies, shifting market sizes and outcome-based pricing models, and how founders are reacting to the rise of major AI labs. They also talk about what the framework for startup exits should look like, the potential for researcher burnouts in the next eighteen months as ASI looms on the horizon, bottlenecks for compute, and the impact of regulatory capture and shifting ecosystems from California to Texas.
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Chapters:
– Cold Open Trailer
– Episode Introduction
– The Next Trillion-Dollar Company
– Tech Waves as Punctuated Equilibria
– TAM vs. Revenue Reality
– Market Size vs. Speed
– When Founders Should Sell
– Financing and Time Cost
– RSI and the Looming Promise of ASI
– Compute Power Laws
– Regulations and Disruption
– Beyond Transformers
– Tradeoffs - Safety vs. Progress
– Conclusion
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