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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
Nov 5
Tokenization, Agentic Trading, Harmonic: Robinhood's Mission to Expand Ownership with CEO Vlad Tenev
What does it mean to build wealth as an individual investor in today’s society, especially as gains continue to get concentrated into smaller groups of VCs or institutional investors? Robinhood’s CEO and co-founder Vlad Tenev has a vision that can be summed up in one word: Owners ... Show More
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Oct 29
Taking on ServiceNow: Coding Agents the Rest of Us with Serval Co-Founder and CEO Jake Stauch
What happens when you put code-generation agents in the hands of enterprise IT teams? With Serval, you get a system where it's easy for everyone to be a builder. Sarah Guo and Elad Gil sit down with Serval co-founder and CEO Jake Stauch to analyze his company’s direct challenge t ... Show More
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Oct 23
Democratizing Security for the Agentic Web with Cloudflare CTO Dane Knecht
In the transition to the agentic web, security has become an afterthought. Now, organizations are racing to figure out what AI security means, and how to keep their data safe. Live from Cloudflare Connect, Sarah Guo sits down with Cloudflare CTO Dane Knecht to discuss the changin ... Show More
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