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No Priors Ep. 100 | With Sarah and Elad

This week on No Priors, Sarah and Elad celebrate the 100th episode! They dive into the biggest AI stories of 2025, breaking down DeepSeek—truth vs. hype, the rapid consumer adoption, and the real cost of training the models. They debate model commoditization and the value of being a frontier model provider vs. building on existing work. Plus, they unpack OpenAI’s new Deep Research release and the latest on Stargate. Finally, they share bold predictions for 2025, covering robots, autonomous vehicles, local AI models, emerging data-generation strategies, and reasoning breakthroughs. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil Show Notes: 0:00 Introduction 0:19 DeepSeek 5:38 Are models commoditizing? 8:33 DeepSeek’s consumer adoption 9:16 OpenAI’s Deep Research release 13:30 Stargate 15:04 Elad & Sarah’s Predictions for 2025

Sarah GuohostElad Gilhost
Feb 7, 202522mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
February 7, 2025
Duration
22m
Channel
No Priors
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

This week on No Priors, Sarah and Elad celebrate the 100th episode! They dive into the biggest AI stories of 2025, breaking down DeepSeek—truth vs. hype, the rapid consumer adoption, and the real cost of training the models. They debate model commoditization and the value of being a frontier model provider vs. building on existing work. Plus, they unpack OpenAI’s new Deep Research release and the latest on Stargate. Finally, they share bold predictions for 2025, covering robots, autonomous vehicles, local AI models, emerging data-generation strategies, and reasoning breakthroughs. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil Show Notes: 0:00 Introduction 0:19 DeepSeek 5:38 Are models commoditizing? 8:33 DeepSeek’s consumer adoption 9:16 OpenAI’s Deep Research release 13:30 Stargate 15:04 Elad & Sarah’s Predictions for 2025

SPEAKERS

  • Sarah Guo

    host
  • Elad Gil

    host
  • Narrator

    other

EPISODE SUMMARY

In this episode of No Priors, featuring Sarah Guo and Elad Gil, No Priors Ep. 100 | With Sarah and Elad explores deepSeek, OpenAI Stargate, and 2025: AI Frontier Tightens and Widens Sarah and Elad mark their 100th episode by unpacking DeepSeek’s impact, arguing it’s impressive but broadly on-trend with rapidly collapsing training and inference costs and a narrowing performance gap between major models. They discuss whether foundation models are commoditizing, what still matters about being at the frontier, and how synthetic data and reasoning models could level the playing field. They also review OpenAI’s Deep Research and the Stargate infrastructure initiative, raising concerns about knowledge reliability, propaganda risk, and the strategic role of massive compute. Finally, they offer 2025–27 predictions: consolidation in model providers, a surge in vertical AI apps and agents, progress in robotics and domain-specific science applications, and larger consumer AI experiments.

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