No Priors Ep. 72 | With Sarah Guo and Elad Gil

This week on No Priors, we have a host-only episode. Sarah and Elad catch up to discuss how tech history may be repeating itself. Much like in the early days of the internet, every company is clamoring to incorporate AI into their products or operations while some legacy players are skeptical that investment in AI will pay off. They also get into new opportunities and capabilities that AI is opening up, whether or not incubators are actually effective, and what companies are poised to stand the test of time in the changing tech landscape. 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 (0:16) Old school operators AI misunderstandings (5:10) Tech history is repeating itself with slow AI adoption (6:09) New AI Markets (8:48) AI-backed buyouts (13:03) AI incubation (17:18) Exciting incubating applications (18:26) AI and the public markets (22:20) Staffing AI companies (25:14) Competition and shrinking head count

Sarah GuohostElad Gilhost

Jul 18, 202429mWatch on YouTube ↗

EPISODE INFO

Released: July 18, 2024
Duration: 29m
Channel: No Priors
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

This week on No Priors, we have a host-only episode. Sarah and Elad catch up to discuss how tech history may be repeating itself. Much like in the early days of the internet, every company is clamoring to incorporate AI into their products or operations while some legacy players are skeptical that investment in AI will pay off. They also get into new opportunities and capabilities that AI is opening up, whether or not incubators are actually effective, and what companies are poised to stand the test of time in the changing tech landscape. 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 (0:16) Old school operators AI misunderstandings (5:10) Tech history is repeating itself with slow AI adoption (6:09) New AI Markets (8:48) AI-backed buyouts (13:03) AI incubation (17:18) Exciting incubating applications (18:26) AI and the public markets (22:20) Staffing AI companies (25:14) Competition and shrinking head count

SPEAKERS

Sarah Guo
host
Elad Gil
host

EPISODE SUMMARY

In this episode of No Priors, featuring Sarah Guo and Elad Gil, No Priors Ep. 72 | With Sarah Guo and Elad Gil explores aI Capex, Market Myths, and New Opportunities in Services and Buyouts Sarah Guo and Elad Gil critique a Goldman Sachs report arguing that AI impact and returns are overhyped, claiming the report misunderstands modern AI’s scalability and trajectory. They argue we are still early in enterprise adoption, with major cost and productivity gains ahead, especially in services-heavy industries. The discussion explores new AI-driven market structures, including incubations and buyouts that use AI to radically change cost structures and leverage existing distribution. They close by examining how AI reshapes public-market thinking, startup team composition, and the centrality of founder product and model taste.

RELATED EPISODES