No Priors: Artificial Intelligence | Technology | Startups - Conviction

Latest Episodes:

Bolt’s Eric Simons on Enabling Everyone to Generate Websites with AI Dec 05, 2024

Show notes

In this episode of No Priors, Sarah talks with Eric Simons, co-founder and CEO of StackBlitz. The company has experienced explosive growth since the launch 2 months ago of Bolt.new, an AI application that lets users prompt, run, edit, and deploy full-stack applications directly in the browser. Eric talks about the years-long journey that led to overnight success, why so many non-technical users are forming a community around Bolt, and the democratization of coding.

Show Notes:

0:00 Introduction

0:36 Bolt.new

2:04 How Bolt stands out from other coding assistants

3:28 Building beyond ChatGPT wrappers

6:13 Driving growth through community

9:42 Evals

13:29 Eric’s favorite use cases and startups leveraging Bolt

17:10 Why engineers are embracing no- code tools

24:32 The years long journey of StackBlitz

31:50 Balancing an Ironman, a newborn, and a product launch

35:18 Predictions for developers and code generation tools

Model Plateaus and Enterprise AI Adoption with Cohere's Aidan Gomez Nov 21, 2024

Show notes

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, and shares his motivations for building Cohere, which delivers AI-powered language models and solutions for businesses. The discussion explores the current state of enterprise AI adoption and Aidan’s advice for companies navigating the build vs. buy decision for AI tools. They also examine the drivers behind the flattening of model improvements and discuss where large language models (LLMs) fall short for predictive tasks. The conversation explores what the market has yet to account for in the rapidly evolving AI ecosystem, as well as Aidan’s personal perspectives on AGI—what it might look like and when it could arrive.

Show Notes:

0:00 Introduction

0:36 Co-authoring “Attention is all you need”

2:27 Leaving Google and founding Cohere

4:04 Cohere’s mission and models

6:15 Pitfalls of current AI

8:14 How enterprises are deploying AI today

10:58 Build vs. buy strategy for AI tools

14:37 Barriers to enterprise adoption

20:04 Which types of companies should pretrain models?

24:25 Addressing flaws in open-source models

25:12 Current and expected progress in scaling laws

29:54 Advances in multi-step problem solving and reasoning

32:29 Key drivers behind the flattening curve of model improvements

36:25 Exploring AGI

39:59 Limitations of LLMs

42:10 What the market has mispriced

AI and the Future of Math, with DeepMind’s AlphaProof Team Nov 14, 2024

Show notes

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.

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

NVIDIA's Jensen Huang on AI Chip Design, Scaling Data Centers, and his 10-Year Bets Nov 07, 2024

Show notes

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.

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

Forecasting the Future with Kalshi: America’s First Regulated Prediction Market Oct 31, 2024

Show notes

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.

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

Waymo’s Journey to Full Autonomy: AI Breakthroughs, Safety, and Scaling Oct 24, 2024

Show notes

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.

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

Gaming, Nobel Prizes and At-Risk Businesses in the AI Era Oct 17, 2024

Show notes

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.

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

Launching AI products with Braintrust’s CEO Ankur Goyal Oct 08, 2024

Show notes

Today on No Priors, Elad is joined by Ankur Goyal, founder and CEO of Braintrust. Braintrust enables companies like Notion, Airtable, Instacart, Zapier, and Vercel to deploy AI solutions at scale by efficiently evaluating and managing complex, non-deterministic AI applications. Ankur shares his insights into emerging trends in the use of AI tooling and coding languages, the rise of open-source, and the future of data infrastructure. Ankur also reflects on building resilient AI products, his philosophy on coding as a CEO, and the importance of a startup’s initial customer base.

Show Notes:

(0:00) Introduction

(0:38) Ankur’s path to Braintrust

(3:05) Braintrust’s solution

(5:46) AI tooling trends

(7:58) Instruction tuning vs. fine-tuning

(8:57) Open-source AI adoption

(10:42) Future of data infrastructure and synthetic data

(14:45) Designing technical interviews

(18:04) Rethinking agent-based approaches

(19:34) Building out an AI team

(23:35) Typescript as the language of AI

(25:12) The shift away from using frameworks

(26:02) Vendor consolidation among enterprises

(27:16) Coding as a CEO

(30:16) Collaborating with customers

(33:00) Future of Braintrust and evals

The Sheriff of Silicon Valley: Lina Khan’s FTC agenda for M&A, AI Acquisitions, and Non-Competes Oct 03, 2024

Show notes

Lina Khan’s FTC has been the most active in decades, notably challenging tech giants and adopting a more hands-on approach to regulating the digital age. On today’s episode of No Priors, Lina Khan joins Elad and Sarah to discuss her regulatory philosophy for tech markets and what the industry can expect for future M&A deals. She shares her approach to overseeing emerging technology sectors, including AI at the model layer, and her work to ban non-competes on a federal level. Khan also offers insights into the realities of leading a government agency, the scarcity of young leaders in power, and how she measures the FTC’s impact.

Show Notes:

(0:00) Introduction

(0:56) Lina Khan’s background and path to the FTC

(2:35) Amazon’s Antitrust Paradox

(4:20) Frameworks for regulating M&A in young markets

(8:50) Khan’s perspective on AI acquisitions

(12:18) What founders can expect from Khan’s M&A environment

(14:55) Promoting competition at the large model layer

(17:01) Creating fair AI regulation

(18:40) FTC’s work to ban non-competes

(20:31) Why so few young people hold power in government today

(22:18) The realities of running a government agency

(24:20) Measuring the impact of FTC

Using AI to evaluate employee performance with Rippling’s COO Matt MacInnis Sep 25, 2024

Show notes

In this episode of No Priors, Sarah and Elad sit down with Matt MacInnis, COO of Rippling, to discuss the company’s unique product strategy and the advantages of being a compound startup. Matt introduces Talent Signal, Rippling’s AI-powered employee performance tool, and explains how early adopters are using it to gain a competitive edge. They explore Rippling’s approach to choosing which AI products to build and how they plan to leverage their rich data sources. The conversation also delves into how AI shapes real-world decision-making and how to realistically integrate these tools into organizational workflows.

Show Notes:

0:00 Introduction

0:32 Rippling’s mission and product offerings

2:13 Compound startups

3:53 Evaluating human performance with Talent Signal

13:19 Incorporating AI evaluations into decision-making at Rippling

14:56 Leveraging work outputs as inputs for models

18:23 How Rippling chose which AI product to build first

20:53 Building out bundled products

23:26 Merging and scaling diverse data sources

25:16 Early adopters and integrating AI into decision-making processes