AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad

AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad

Author: Conviction May 29, 2025 Duration: 25:13
In this episode of No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and problem-solving.  Show Notes: 0:00 Is the AI market consolidating into clear winners? + the physics of the current landscape 7:01 Why more companies don’t merge (even when it makes sense)  10:09 Exploring biotech’s biggest commercial opportunities and the challenges founders face  17:14 Building world models  21:34 How AI is expanding the way humans reason, design, and evolve systems

Elad Gil and Sarah Guo guide conversations in No Priors: Artificial Intelligence | Technology | Startups that cut straight to the core of what's happening now. This isn't about abstract futures; it's grounded in dialogues with the very people building and shaping the field-leading AI engineers, pioneering researchers, and the founders turning theory into reality. Each episode tackles the pressing, often daunting questions that define this technological inflection point. You'll hear them explore the practical pathways and hurdles toward AGI, debate which industries are genuinely poised for transformation, and examine how the state-of-the-art in research translates into real-world products and societal shifts. The discussions naturally span the impact on commerce, culture, and the very structure of how we live and work. Produced by Conviction, this podcast serves as an essential, clear-eyed resource for anyone looking to move beyond the hype and understand the forces driving the AI revolution. Sarah Guo, a startup investor, and Elad Gil bring their direct experience to these conversations, ensuring every interview provides substantive insight you can use.
Author: Language: English Episodes: 100

No Priors: Artificial Intelligence | Technology | Startups
Podcast Episodes
Erik Bernhardsson on Creating Tools That Make AI Feel Effortless [not-audio_url] [/not-audio_url]

Duration: 23:36
Today on No Priors, Elad chats with Erik Bernhardsson, founder and CEO of Modal Labs, a platform simplifying ML workflows by providing a serverless infrastructure designed to streamline deployment, scaling, and developme…
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Duration: 27:07
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Revolutionizing Customer Success with Agency’s Elias Torres [not-audio_url] [/not-audio_url]

Duration: 31:18
Today on No Priors, Sarah sits down with Elias Torres, CEO and founder of Agency, an AI agent for customer success teams. Elias shares his journey from growing up in Nicaragua to founding several companies, leading engin…
How Diamond Cooling Could Power the Future of AI, with Akash Systems [not-audio_url] [/not-audio_url]

Duration: 42:21
In this episode of No Priors, Sarah sits down with Felix Ejeckam and Ty Mitchell, founders of Akash Systems, a company pioneering diamond-based cooling technology for semiconductors used in space applications and large-s…
Model Plateaus and Enterprise AI Adoption with Cohere's Aidan Gomez [not-audio_url] [/not-audio_url]

Duration: 44:15
In this episode of No Priors, Sarah is joined by Aidan Gomez, cofounder and CEO of Cohere. Aidan reflects on his journey to co-authoring the groundbreaking 2017 paper, “Attention is All You Need,” during his internship,…
AI and the Future of Math, with DeepMind’s AlphaProof Team [not-audio_url] [/not-audio_url]

Duration: 39:21
In this week’s episode of No Priors, Sarah and Elad sit down with the Google DeepMind team behind AlphaProof, Laurent Sartran, Rishi Mehta, and Thomas Hubert. AlphaProof is a new reinforcement learning-based system for f…