logo
episode-header-image
Apr 2024
26m 12s

Hyperscaler strategy in AI, the applicat...

Conviction
About this episode
This week on a host-only episode of No Priors, Sarah and Elad discuss the AI wave as compared to the internet wave, the current state of AI investing, the foundation model landscape, voice and video AI, advances in agentic systems, prosumer applications, and the Microsoft/Inflection deal. Have a question for our next host-only episode or feedback for our te ... Show More
Up next
Yesterday
Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee
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 ... Show More
42m 44s
Sep 18
Why Diffusion Will Win AI Inference with Inception Co-Founder and CEO Stefano Ermon
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 architec ... Show More
38m 13s
Sep 10
Coinbase’s Everything Exchange: Agentic Finance, Stablecoins, and Tokenization with CEO Brian Armstrong
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 inte ... Show More
45m 9s
Recommended Episodes
Apr 2024
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out,  AI demand overhyped or underhyped ... Show More
1h 8m
Apr 2023
Taming AI
In this episode, Felix and Mihir debate with their colleague Deborah Spar, Senior Associate Dean for Business and Global Society at Harvard Business School, the role of government in regulating AI. How do we make sure we get the best out this groundbreaking technology? Should we ... Show More
33m 58s
Jun 2025
What You Missed in AI This Week (Google, Apple, ChatGPT)
<p>Things in consumer AI are moving fast. In this episode, Justine and Olivia Moore, investing partners (and identical twins!) at a16z, break down what’s real, what’s overhyped, and what’s next across the consumer AI space. They cover: </p><ul><li>Veo 3: how Google's video model ... Show More
28m 50s
Nov 2024
The Future of AI: Predictions and Realities
In this episode, Jaeden Schafer discusses the current challenges and developments in the AI industry, particularly focusing on the limitations faced by major players like OpenAI and Anthropic. The conversation explores the anticipated improvements in AI models, the predictions fo ... Show More
19m 52s
Mar 2023
The Promise and Peril of AI
Felix, Sarah and Mihir discuss Chat GPT, if AI is truly transformational, the future of search, and how to digitally detox from all this AI talk. Hosted on Acast. See acast.com/privacy for more information. 
37m 5s
Jun 2025
Where We Are in the AI Cycle
<p>In this episode of ‘This Week in Consumer’, a16z General Partners Anish Acharya and Erik Torenberg are joined by Steven Sinofsky - Board Partner at a16z and former President of Microsoft’s Windows division - for a deep dive on how today’s AI moment mirrors (and diverges from) ... Show More
30m 26s
Jul 2024
10 AI Business Ideas From The Queen of AI ft. Sarah Guo
Episode 612: Sam Parr ( https://twitter.com/theSamParr ) and Shaan Puri ( https://twitter.com/ShaanVP ) talk to Sarah Guo ( https://x.com/saranormous ) about the Ai ideas she thinks could be $1B swings. — Show Notes:  (0:00) Intro (4:00) IDEA: AI companions (16:00) IDEA: AI int ... Show More
1h 2m
Jul 2022
Why Artificial Intelligence Projects Fail ?
Podcast with Gautam Siwach and Jin Vanstee ! Speaker - Elpida Tzortzatos is an IBM Fellow and CTO AI on IBM zSystems. In this Podcast we listen to Elpida's thoughts about driving Artificial Intelligence strategies, associated risks, and Values.We will learn how to drive industry- ... Show More
10m 50s
May 2024
How OpenAI's SORA Changes the Future of Filmmaking
Episode 6: Will AI change our economic systems forever? Join hosts Matt Wolfe (https://twitter.com/mreflow) and Nathan Lands (https://twitter.com/NathanLands) as they delve into these pressing questions. In this wide ranging episode, Matt and Nathan answer your thought provoking ... Show More
47m 6s