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No Priors: Artificial Intelligence | Technology | Startups

Conviction

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...

Technologies Business Entreprenariat Sciences

AI and the Future of Math, with DeepMind’s AlphaProof Team
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 formal math reasoning that recently reached a silver-medal standard in solving International Mathematical Olympiad problems. They dive deep into AI and its role in solving complex mathematical problems, featuring insights into AlphaProof and its capabilities. They cover its functionality, unique strengths in reasoning, and the challenges it faces as it scales. The conversation also explores the motivations behind AI in math, practical applications, and how verifiability and human input come into play within a reinforcement learning approach. The DeepMind team shares advice and future perspectives on where math and AI are headed. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Rishicomplex | @LaurentSartran | @ThomasHubert Show Notes: 0:00 Personal introductions 2:19 Achieving silver medal in IMO competition 3:52 How AlphaProof works 5:56 AlphaProof’s strengths within mathematical reasoning 8:56 Challenges in scaling AlphaProof 13:40 Why solve math? 17:50 Pursuing knowledge versus practical applications 21:30 Insights on verifying correctness within reinforcement learning 28:27 How AI could foster more collaboration among mathematicians 30:28 Surprising insights from AI proof generation 34:17 Future of math and AI: advice for math enthusiasts and researchers
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NVIDIA's Jensen Huang on AI Chip Design, Scaling Data Centers, and his 10-Year Bets
In this week’s episode of No Priors, Sarah and Elad sit down with Jensen Huang, CEO of NVIDIA, for the second time to reflect on the company’s extraordinary growth over the past year. Jensen discusses AI’s takeover of datacenters and NVIDIA’s rapid development of x.AI’s supercluster. The conversation also covers Nvidia’s decade-long infrastructure bets, software longevity, and innovations like NVLink. Jensen shares his views on the future of embodied AI, digital employees, and how AI is transforming scientific discovery. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Nvidia Show Notes: 00:00 Introduction 1:22 NVIDIA's 10-year bets 2:28 Outpacing Moore’s Law 3:42 Data centers and NVLink 7:16 Infrastructure flexibility for large-scale training and inference 10:40 Building and optimizing data centers 13:30 Maintaining software and architecture compatibility 15:00 X.AI’s supercluster 18:55 Challenges of super scaling data centers 20:39 AI’s role in chip design 22:23 NVIDIA's market cap surge and company evolution 27:03 Embodied AI 28:33 AI employees 31:25 Impact of AI on science and engineering 35:40 Jensen’s personal use of AI tools
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Forecasting the Future with Kalshi: America’s First Regulated Prediction Market
In this week’s episode of No Priors, Sarah sits down with Tarek Mansour, CEO of Kalshi—the first CFTC-regulated prediction market exchange in the U.S. They dive into Kalshi’s recent victory to legalize election betting, explore ethical questions around trading on elections, and discuss whether prediction markets can offer more accuracy than traditional polls. Tarek shares insights on the history of futures markets, the line between gambling and financial trading, and the psychology behind betting. Plus, Sarah makes a live election bet, and Tarek reveals some of Kalshi’s most intriguing markets. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @MansourTarek Show Notes: 0:00 Introduction 1:22 Sarah makes a live election bet on Kalshi 3:35 Getting approved and regulated by CFTC 5:48 Going up against the CFTC to legalize election betting 7:21 Debating the ethics of trading on elections 8:12 Gambling vs. trading 9:12 Context and purpose of futures markets 12:38 The human psychology behind speculating /Humans conditioned to risk taking 17:17 Building a healthy exchange and scaling liquidity 19:30 Introducing leverage and working with clearinghouses 22:29 Polls vs. prediction markets 24:59 Conditional markets 26:38 What makes Kalshi’s markets accurate 31:29 Tarek’s insights on the most interesting trades and markets on the platform
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Waymo’s Journey to Full Autonomy: AI Breakthroughs, Safety, and Scaling
In this episode of No Priors, Dmitri Dolgov, Co-CEO of Waymo, joins Sarah and Elad to explore the evolution and advancements of Waymo's self-driving technology from its inception at Google to its current real-world deployment. Dmitri also shares insights into the technological breakthroughs and complexities of achieving full autonomy, the design innovations of Waymo’s sixth generation driverless cars, and the broader applications of Waymo’s advanced technology. They also discuss Waymo's strategic approach to scaling amidst regulation, deployment in cities like Phoenix and San Francisco, and the transformative potential of autonomous driving on car ownership and urban infrastructure. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Dmitri_Dolgov Shownotes: 00:00 Introduction 00:15 History of Self-Driving at Google 00:29 DARPA Challenges and Early Involvement 01:39 Formation of Waymo 01:53 Industry Lineage and Early Skepticism 03:05 Initial Goals and Milestones 4:33 Pivot to Full Autonomy 04:50 Scaling and Deployment 05:29 Generational Breakthroughs 06:59 Choosing Deployment Cities 09:26 Technological Advancements 11:01 Evaluating Safety 14:41 Regulatory Stance and Trust 16:52 Future of Autonomous Driving 23:19 Business Strategy and Partnerships 26:06 Changing Urban Mobility Trends 26:40 Challenges and Misconceptions in Self-Driving Timelines 28:43 The Role of Traditional OEMs in an Autonomous Future 30:54 Designing Cars for Autonomous Ride-Hailing 33:42 Scaling Responsibly 35:18 Generalizability and Future Applications of AI 37:10 The Complexity of Achieving Full Autonomy 42:58 The Importance of Data and Iteration in AI Development 46:13 Reflecting on the Journey and Future of Waymo
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Gaming, Nobel Prizes and At-Risk Businesses in the AI Era
In this episode of No Priors, Sarah and Elad explore how AI is transforming consumer apps and entertainment, with a focus on potential integrations in gaming and dating that could shift traditional societal incentives. They reflect on AI researchers winning Nobel Prizes in Science and Chemistry for the first time, discussing what this trend means for scientific discovery. The episode also covers recent AI releases, including their thoughts on OpenAI’s O1 model and Google’s NotebookLM, and examines which companies and job functions are most at risk—or resilient—in the face of AI advancements. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil Show Notes: (0:00) Introduction (0:47) Google releases NotebookLM (5:20) Integrating AI into consumer apps and gaming (9:11) Future of AI companionship and procreation (14:45) OpenAI o1 model improves on iterative reasoning (18:06) Sarah and Elad reflect on Nobel Prizes going to AI researchers (21:23) Jobs and businesses at risk of disruption (27:18) AI-durable companies
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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 [email protected]. 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.

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