• No Priors: Artificial Intelligence | Technology | Startups

  • By: Conviction
  • Podcast

No Priors: Artificial Intelligence | Technology | Startups

By: Conviction
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  • Summary

  • 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.
    © Copyright 2023 Conviction. All Rights Reserved.
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Episodes
  • Predicting the Earth with Josh Goldman: How KoBold Uses AI to Find Critical Minerals

    Predicting the Earth with Josh Goldman: How KoBold Uses AI to Find Critical Minerals
    Apr 17 2025
    This week on No Priors, Sarah and Elad are joined by Josh Goldman, cofounder and president of KoBold Metals. KoBold is using AI to transform how we discover critical minerals like lithium and cobalt, making the exploration process faster, more precise, and more scalable than traditional methods. In this episode, Josh explains how KoBold is rethinking the fundamentals of mineral exploration by combining unique datasets, scientific modeling, and predictive algorithms. They dive into the company’s driving philosophy and technical approach, how they validate underground hypotheses, and why regulatory knowledge and a localized approach are crucial. Josh also discusses what success looks like in exploration today and the scarcity of world-class deposits. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @KoBold_Metals Show Notes: 0:00 Introduction 0:29 KoBold Metals 3:14 Using unique datasets 6:20 Traditional methods of lithium exploration 8:38 Regulatory vs. rarity constraints 13:40 Technical approach 16:25 Validating hypotheses 23:56 Redefining success in mineral exploration 25:44 Scarcity of good projects and deposits 32:44 Philosophy behind prediction 36:46 KoBold’s origin story
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    41 mins
  • From Job Displacement to AI Trainers, Brendan Foody on Work in the AI Age

    From Job Displacement to AI Trainers, Brendan Foody on Work in the AI Age
    Apr 10 2025
    On this episode of No Priors, Sarah and Elad sit down with Brendan Foody, CEO and cofounder of Mercor, to discuss the company’s rapid growth and their vision for the future of the labor market. They dive into how AI is reshaping the workforce in real, tangible ways and what skills are worth investing in today. Brendan shares insights on evaluating talent in an AI-driven world, including how models might identify outlier or 10x candidates and even assess “taste.” The conversation also touches on the evolving role of human data, the future of hiring in fast-scaling startups, and whether AI will act as an individual contributor or a data-centric manager. Show Notes: 0:00 Introduction 0:16 Building Mercor 3:00 Identifying outlier talent with AI 9:07 How AI is reshaping the workforce: job displacement & evolution 11:18 What skills should we invest in now? 12:18 Verifiability 13:36 Evaluating models 16:07 What should kids learn today? 17:05 Evaluating taste in talent assessments 18:45 Future of data collection 26:07 Humans’ role in the AI economy 28:53 AI as a contributor vs. a manager 33:03 Mercor’s goals 34:50 Evolution of labor markets 36:00 Hiring advice
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    42 mins
  • Public Markets, Image Gen, and Specialized Models, with Sarah and Elad

    Public Markets, Image Gen, and Specialized Models, with Sarah and Elad
    Apr 3 2025
    In this episode of No Priors, Sarah and Elad examine the current state of AI. They break down the recent dip in public markets, how tariffs could impact the tech industry, and where opportunities remain in large language models. They highlight the opportunities in more specialized models, new approaches to model development, and how the market is beginning to standardize with integrations like the Model Context Protocol (MCP). The episode ends with a look at early consumer AI applications and what types of expertise will matter most in the coming years. Show Notes: 0:00 Improvements in image gen 4:42 Public markets 8:08 Effects of tariffs on tech 9:42 Today’s large model market 11:34 Opportunities in specialized models 16:30 Research advances in model approaches 21:10 What expertise will matter? 24:30 Anthropic’s Model Context Protocol 26:30 Consumer applications
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    28 mins
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