No Priors: Artificial Intelligence | Technology | Startups

• Reshaping America’s Economy for the Superintelligence Century with Jacob Helberg

  AI doomers say that the technology will be the ultimate job-killer. But Jacob Helberg wants people to see AI as a tech that will boost, not replace, human workers and give them superpowers. Under Secretary of State for Economic Growth, Energy, and the Environment Jacob Helberg joins Sarah Guo and Elad Gil to talk about AI’s role in reshoring manufacturing in America, supply chain security, and transforming the US energy grid. He also discusses the CapEx revolution, why he sees opportunity for tech and energy partnerships in the Middle East, and the path to more nuclear energy for the US. Plus, the three explore what the “superintelligence century” could look like. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jacobhelberg  Chapters: 00:00 – Jacob Helberg Introduction 00:50 – Jacob’s Agenda for Capitol Hill 01:53 – Reshoring the American Supply Chain 04:38 – Areas of CapEx Growth 06:56 – Importance of Supply Chain Security 08:52 – Reshoring Rare Earth Minerals 11:12 – How AI Can Help America Reindustrialize  15:37 – AI and Productivity Gains 17:38 – The Superintelligence Century 22:56 – Creating an Open Source AI Ecosystem 24:41 – The Middle East and AI 26:24 – Growing Energy Resources in the US 28:28 – The Path to More Nuclear Energy in the US 35:50 – Essential Domains for Strategy and Security 38:20 – The Tech Industry and the Administration 40:29 – Conclusion

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• How Agentic AI is Transforming The Startup Landscape with Andrew Ng

  Andrew Ng has always been at the bleeding edge of fast-evolving AI technologies, founding companies and projects like Google Brain, AI Fund, and DeepLearning.AI. So he knows better than anyone that founders who operate the same way in 2025 as they did in 2022 are doing it wrong. Sarah Guo and Elad Gil sit down with Andrew Ng, the godfather of the AI revolution, to discuss the rise of agentic AI, and how the technology has changed everything from what makes a successful founder to the value of small teams. They talk about where future capability growth may come from, the potential for models to bootstrap themselves, and why Andrew doesn’t like the term “vibe coding.” Also, Andrew makes the case for why everybody in an organization—not just the engineers—should learn to code.  Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @AndrewYNg Chapters: 00:00 – Andrew Ng Introduction 00:32 – The Next Frontier for Capability Growth 01:29 – Andrew’s Definition of Agentic AI 02:44 – Obstacles to Building True Agents 06:09 – The Bleeding Edge of Agentic AI 08:12 – Will Models Bootstrap Themselves? 09:05 – Vibe Coding vs. AI Assisted Coding 09:56 – Is Vibe Coding Changing the Nature of Startups? 11:35 – Speeding Up Project Management 12:55 – The Evolution of the Successful Founder Profile 19:23 – Finding Great Product People 21:14 – Building for One User Profile vs. Many 22:47 – Requisites for Leaders and Teams in the AI Age 28:21 – The Value of Keeping Teams Small 32:13 – The Next Industry Transformations 34:04 – Future of Automation in Investing Firms and Incubators 37:39 – Technical People as First Time Founders 41:08– Broad Impact of AI Over the Next 5 Years 41:49 – Conclusion

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• Chips, Neoclouds, and the Quest for AI Dominance with SemiAnalysis Founder and CEO Dylan Patel

  What would it take to challenge Nvidia? SemiAnalysis Founder and CEO Dylan Patel joins Sarah Guo to answer this and other topical questions around the current state of AI infrastructure. Together, they explore why Dylan loves Android products, predictions around OpenAI’s open source model, and what the landscape of neoclouds looks like. They also discuss Dylan’s thoughts on bottlenecks for expanding AI infrastructure and exporting American AI technologies. Plus, we find out what question Dylan would ask Mark Zuckerberg.  Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @dylan522p | @SemiAnalysis_ Chapters: 00:00 – Dylan Patel Introduction 00:31 – Dylan’s Love for Android Products 02:10 – Predictions About OpenAI’s Open Source Model 06:50 – Implications of an American Open Source Model for the Application Ecosystem 10:48 – Evolution of Neoclouds 17:26 – What It Would Take to Challenge Nvidia 27:43 – What Would an Nvidia Challenger Look Like? 28:18 – Understanding Operational and Power Constraints for Data Centers 34:48 – Dylan’s View on the American Stack 43:01 – What Dylan Would Ask Mark Zuckerberg 44:22 – Poker and AI Entrepreneurship 46:51 – Conclusion

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• The Shifting Value of Content in the AI Age with Cloudflare CEO Matthew Prince

  Cloudflare has spent nearly fifteen years making the Internet faster, more reliable, and more secure. So now that AI systems are changing the way we interact with the Internet, Cloudflare wants to help level the playing field for content creators. Sarah Guo and Elad Gil sit down with Matthew Prince, co-founder and CEO of Cloudflare to discuss the evolution of the internet from search to AI, including Cloudflare’s role in facilitating that shift. Matthew talks about how AI assistants are changing the shape of the Internet, the problems Google created by making traffic the arbiter of content value, and how he sees Cloudflare’s part in facilitating the new content marketplace for the mutual benefit of creators and AI companies. Plus, a look towards how agentic infrastructure may unfold in the near future. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @eastdakota | @Cloudflare Chapters: 00:00 – Matthew Prince Introduction 00:37 – Cloudflare’s Role in Securing the Internet 02:08 – The Road to Cloudflare’s Dominance 03:20 – The Internet’s Shift from Search to AI 06:34 – Role of Agents and Content on the New Web 09:44 – Reshaping the Content Market Online 13:05 – De-emphasizing Traffic as a Proxy for Value 18:04 – Will We Run Out of Quality Human-Generated Content? 20:01 – Scaling the Value of Content in the AI Age 22:32 – Cloudflare’s Approach to Inference 24:55 – How Cloudflare Responds to Market Demand 26:04 – Open vs. Closed Models 27:21 – Path to the New Marketplace for Content 30:58 – Advice for Content Creators 32:47 – Exploring the Timeline for Running Models Locally 40:07 – The Future of Agentic Infrastructure 44:52 – Conclusion

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• America’s Plan to Dominate the Full AI Stack with Sriram Krishnan

  Sriram Krishnan was never interested in policy. But after seeing a gap in AI knowledge at senior levels of government, he decided to lend his expertise to the tech-friendly Trump administration. Senior White House Policy Advisor on AI Sriram Krishnan joins Elad Gil and Sarah Guo to talk about America’s AI Action Plan, a recent executive order that outlines how America can win the AI race and maintain its AI supremacy. Sriram discusses why winning the AI race is important and what that looks like, as well as the core goals of the Action Plan that he helped to author. Together, they explore how AI is the latest iteration of American cultural exportation and soft power, the bottlenecks in upgrading America’s energy infrastructure, and the importance of America owning the “full stack” from GPUs and models to agents and software. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @skrishnan47 | @sriramk Chapters: 00:00 – Sriram Krishnan Introduction 01:00 – Sriram’s Role in Government 03:43 – Impetus for the America AI Action Plan 06:14 – What Winning the AI Race Looks Like 10:36 – Algorithms and Cultural Bias 12:26 – Main Tenets of the America AI Action Plan 19:13 – Infrastructure and Energy Needs for AI 22:56 – Manufacturing, Supply Chains, and AI 24:52 – Ensuring American Dominance in Robotics 26:30 – Translating Policy to Industry and the Economy 29:30 – Should the US Be a Technocracy? 32:33 – Understanding the Argument Against Open Source Models 36:07 – Conclusion

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