# No Priors: the investor podcast, by episode > No Priors: Two AI investors with the founders and researchers building the companies they back. 185 episodes, each linked to the investors in it. Source: https://millionrounds.com/podcasts/no-priors (Millionrounds; every figure on the page links to its filing or article) Investors · new episode 23 Oct 2026 # No Priors Hosted by **Sarah Guo and Elad Gil** Two AI investors with the founders and researchers building the companies they back. Follow on Apple PodcastsBrowse the episodes **185** episodes **56** investors heard as guests **39 min** an average episode 47 in the last 12 months ## The regulars Investors named as guests in the most episode titles on No Priors. [AF *2* **Andrew Feldman** Cerebras Systems](https://millionrounds.com/person/andrew-feldman)[JH *2* **Jacob Helberg** 2 episodes](https://millionrounds.com/person/jacob-helberg)[JZ *2* **Jesse Zhang** Stealth](https://millionrounds.com/person/jesse-zhang)[SR *2* **Sridhar Ramaswamy** Google Ventures](https://millionrounds.com/person/sridhar-ramaswamy-md)[AG *1* **Aidan Gomez** Cohere](https://millionrounds.com/person/aidan-gomez)[AG *1* **Alex Graveley** 1 episode](https://millionrounds.com/person/alex-graveley)[AW *1* **Alexandr Wang** Scale AI](https://millionrounds.com/person/alexandr-wang)[AN *1* **Andrew Ng** AI Fund](https://millionrounds.com/person/andrew-ng-2)[AF *1* **Andy Fang** 1 episode](https://millionrounds.com/person/andy-fang)[AG *1* **Ankur Goyal** 1 episode](https://millionrounds.com/person/ankur-goyal)[AJ *1* **Arvind Jain** Blockchain Venntures](https://millionrounds.com/person/arvind-jain)[BL *1* **Beyang Liu** 1 episode](https://millionrounds.com/person/beyang-liu) ## Every episode 185 · page 1 of 7 - 185 **Democratizing Security for the Agentic Web with Cloudflare CTO Dane Knecht** 23 Oct 2026 · 41 min About this episode In the transition to the agentic web, security has become an afterthought. Now, organizations are racing to figure out what AI security means, and how to keep their data safe. Live from Cloudflare Connect, Sarah Guo sits down with Cloudflare CTO Dane Knecht to discuss the changing attacker landscape, and how his… ▶ - 184 **The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents** 22 Oct 2026 · 45 min [George Kurtz](https://millionrounds.com/fund/george-kurtz) About this episode Adversaries are already running AI agents, and the fastest attacks now play out in seconds. Sarah Guo and Elad Gil sit down with CrowdStrike president and CEO George Kurtz on what AI-equipped attackers mean for enterprise security. George explains how agents are flattening the adversary pyramid by putting advanced… ▶ - 183 **The Changing Physics of Cybersecurity and Drug Development with OpenAI President Greg Brockman** 15 Oct 2026 · 39 min [Greg Brockman](https://millionrounds.com/fund/greg-brockman) About this episode Technology has always been the fundamental driver of improvement for human quality of life. And with the recent rollout of advanced frontier models, like OpenAI’s GPT-6, humanity can now massively accelerate scientific discovery for its benefit. Sarah Guo and Elad Gil are joined by OpenAI President and co-founder Greg… ▶ - 182 **Beam: The Great American Open Model with ReflectionAI Co-Founder and CEO Misha Laskin** 9 Oct 2026 · 1h 10m About this episode Is the future of frontier AI open or closed? ReflectionAI co-founder and CEO Misha Laskin joins Sarah Guo and Elad Gil to discuss the launch of Beam, the company’s 500 billion parameter open-weight reasoning model. Misha breaks down the pre-training and reinforcement learning required to produce Beam’s reasoning… ▶ - 181 **Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile** 2 Oct 2026 · 36 min About this episode Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he’s made on the future of the chip market as other major players like Broadcom, NVIDIA, and AMD try to accelerate their workloads. They discuss the difference in Fractile’s newer approach on model architecture… ▶ - 180 **Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee** 24 Sept 2026 · 43 min About this episode Can AI transform legacy incumbents rather than replacing them? Sequence Holdings co-founder and CEO Michael Lee joins Sarah Guo to discuss how holding company structures and engineering integrations are reshaping market leaders from the inside out. Michael details Sequence’s $7.7 billion take-private transaction of… ▶ - 179 **Why Diffusion Will Win AI Inference with Inception Co-Founder and CEO Stefano Ermon** 18 Sept 2026 · 38 min About this episode As generative AI hits hardware and latency bottlenecks, Stanford professor, diffusion pioneer, and Inception co-founder and CEO Stefano Ermon is betting on a radical new architecture. Stefano joins Sarah Guo to talk about Inception, and how his team is applying diffusion architecture beyond images and video into… ▶ - 178 **Coinbase’s Everything Exchange: Agentic Finance, Stablecoins, and Tokenization with CEO Brian Armstrong** 10 Sept 2026 · 45 min About this episode From the tokenization of real-world assets to funding research on anti-aging therapeutics, Coinbase co-founder and CEO Brian Armstrong is focused on solving meta-problems for the benefit of society. Brian joins Elad Gil this episode to discuss the intersections of artificial intelligence, crypto rails, and… ▶ - 177 **Redefining Chip Architecture with Arm CEO Rene Haas** 3 Sept 2026 · 37 min [Rene Haas](https://millionrounds.com/person/rene-haas)[SoftBank](https://millionrounds.com/fund/softbank-2) About this episode From data center orchestrators to AGI and robotics, CPUs remain the heart of modern computing. Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explore how Arm is positioned at the epicenter of AI-driven demands for compute. Rene explains Arm’s position in the chip supply chain, and how Arm transitioned from an IP… ▶ - 176 **Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein** 27 Aug 2026 · 35 min About this episode Google’s purchase of Spirit Airlines’ data out of bankruptcy signaled a shift in how the tech world values real-world datasets. Although compute and models get much of the attention, in this landscape, it’s data that is a company’s protective moat. Eon CEO / Co-Founder Ofir Ehrlich and President / Co-Founder Gonen… ▶ - 175 **From Restoring Sight to Reimagining the Brain, with Max Hodak** 20 Aug 2026 · 32 min About this episode Max Hodak, co-founder and CEO of Science Corporation, joins Sarah Guo to discuss the future of vision, brain-computer interfaces, and the human experience. Max explains how Science’s PRIMA retinal implant could restore functional vision for people who have lost their sight, and why treating the brain as a… ▶ - 174 **What Chess.com Teaches US About Superhuman Capabilities, with CEO Erik Allebest** 13 Aug 2026 · 46 min [Erik Allebest](https://millionrounds.com/person/erik-allebest)[Atlantic](https://millionrounds.com/fund/atlantic)[General Atlantic](https://millionrounds.com/fund/general-atlantic) About this episode In a world of infinite gaming and entertainment possibilities, how does a centuries-old game stay so popular? Chess.com co-founder and CEO Erik Allebest joins Sarah Guo to explain how the evolution of technology has kept people coming back to chess, even when machines can beat us at the game. Erik talks about how the… ▶ - 173 **Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad** 6 Aug 2026 · 39 min About this episode 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… ▶ - 172 **Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak** 31 Jul 2026 · 34 min About this episode When your AC fails in a heatwave, you don’t want a busy signal; you need a solution. Netic founder and CEO Melisa Tokmak joins host Elad Gil to explain how Netic’s autonomous AI platform acts as an intermediary between companies and customers, deploying agents to instantly handle essential services, from emergency… ▶ - 171 **Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang** 23 Jul 2026 · 49 min [Andy Fang](https://millionrounds.com/person/andy-fang)[Stanley Tang](https://millionrounds.com/person/stanley-tang) About this episode DoorDash is not just a delivery company. From its inception, co-founders Andy Fang and Stanley Tang operated it as a robotics and autonomy company. Andy and Stanley join Sarah Guo to explain how autonomous tech and AI are reshaping consumer habits, commerce, and delivery. Andy and Stanley talk about the rollout of Ask… ▶ - 170 **Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel** 9 Jul 2026 · 41 min [Glenn Fogel](https://millionrounds.com/person/glenn-fogel)[Booking Holdings](https://millionrounds.com/fund/booking-holdings) About this episode When Glenn Fogel joined Priceline in 2000, the business was worth a few hundred million dollars. One week later, the Nasdaq peaked, eventually sending its stock down to a dollar a share. But over 25 years later, Booking Holdings has scaled over 1000x into an over $100 billion dollar global travel behemoth. Elad Gil is… ▶ - 169 **How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor** 2 Jul 2026 · 1h 1m About this episode While the rest of the nuclear industry still relies on simulations and paper designs, Valar Atomics is busy splitting atoms. In fact, they just powered an NVIDIA Blackwell chip directly with a live nuclear reactor in order to power the world’s first nuclear powered website. Sarah Guo joins Valar Atomics founder and… ▶ - 168 **Really Big Test-Time Compute in AI Changes Benchmarks, Safety and Research with OpenAI Research Scientist Noam Brown** 26 Jun 2026 · 36 min About this episode When a new AI model drops, it’s judged based on a static benchmark grid that doesn’t account for how long the model is allowed to think. How then should we measure a model’s true capability? OpenAI research scientist Noam Brown returns to talk with Sarah Guo about his latest essay on why the AI industry’s traditional… ▶ - 167 **Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan** 18 Jun 2026 · 45 min [Lip-Bu Tan](https://millionrounds.com/fund/lip-bu-tan)[Elon Musk](https://millionrounds.com/fund/elon-musk) About this episode At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip-Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CEO Lip-Bu Tan to talk about why he took the job and what “saving” Intel actually looks like. Tan… ▶ - 166 **Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives** 10 Jun 2026 · 56 min [Priscilla Chan](https://millionrounds.com/person/priscilla-chan)[Mark Zuckerberg](https://millionrounds.com/fund/mark-zuckerberg) About this episode 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… ▶ - 165 **We Need An Ecosystem in AI, And Every Company Can Win A Place In It** 4 Jun 2026 · 42 min [Satya Nadella](https://millionrounds.com/person/satya-nadella) About this episode 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.… ▶ - 164 **Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan** 28 May 2026 · 41 min About this episode 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… ▶ - 163 **The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman** 21 May 2026 · 31 min [Andrew Feldman](https://millionrounds.com/person/andrew-feldman) About this episode 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… ▶ - 162 **Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg** 14 May 2026 · 38 min [Jacob Helberg](https://millionrounds.com/person/jacob-helberg) About this episode 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… ▶ - 161 **Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman** 11 May 2026 · 22 min About this episode 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.… ▶ - 160 **Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud** 1 May 2026 · 43 min About this episode 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… ▶ - 159 **SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig** 23 Apr 2026 · 46 min [Philipp Herzig](https://millionrounds.com/person/philipp-herzig) About this episode 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… ▶ - 158 **Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott** 17 Apr 2026 · 57 min [Bill McDermott](https://millionrounds.com/person/bill-mcdermott) About this episode 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… ▶ - 157 **The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire** 9 Apr 2026 · 44 min [Jeremy Allaire](https://millionrounds.com/person/jeremy-allaire) About this episode 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… ▶ - 156 **AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus** 3 Apr 2026 · 29 min About this episode 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… ▶ ## Who the show talks about Firms named in its episodes, and people named in descriptions: talked about, rather than on the show. [**Revolution** *5*](https://millionrounds.com/fund/revolution)[A **Andrej Karpathy** *4*](https://millionrounds.com/fund/andrej-karpathy)[**Reid Hoffman** *4*](https://millionrounds.com/fund/reid-hoffman)[D **Dylan Field** *3*](https://millionrounds.com/fund/dylan-field)[**Reach** *3*](https://millionrounds.com/fund/reach)[T **Tim Brooks** *3*](https://millionrounds.com/person/tim-brooks)[A **Alexandr Wang** *2*](https://millionrounds.com/person/alexandr-wang)[A **Arthur Mensch** *2*](https://millionrounds.com/fund/arthur-mensch)[A **Arvind Jain** *2*](https://millionrounds.com/person/arvind-jain)[B **Brendan Foody** *2*](https://millionrounds.com/fund/brendan-foody)[B **Bret Taylor** *2*](https://millionrounds.com/fund/bret-taylor)[**Compound** *2*](https://millionrounds.com/fund/compound-4) ## More shows like this - [**The Twenty Minute VC** Harry Stebbings 1,526 episodes](https://millionrounds.com/podcasts/20vc) - [**Invest Like the Best** Patrick O'Shaughnessy 602 episodes](https://millionrounds.com/podcasts/invest-like-the-best) - [**BG2Pod** Brad Gerstner and Bill Gurley 45 episodes](https://millionrounds.com/podcasts/bg2pod) - [**Training Data** Sequoia Capital 112 episodes](https://millionrounds.com/podcasts/training-data)