In this episode of No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and problem-solving. 
Show Notes:
0:00 Is the AI market consolidating into clear winners? + the physics of the current landscape
7:01 Why more companies don’t merge (even when it makes sense) 
10:09 Exploring biotech’s biggest commercial opportunities and the challenges founders face 
17:14 Building world models 
21:34 How AI is expanding the way humans reason, design, and evolve systems

In this episode of No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and problem-solving. Show Notes: 0:00 Is the AI market consolidating into clear winners? + the physics of the current landscape 7:01 Why more companies don’t merge (even when it makes sense) 10:09 Exploring biotech’s biggest commercial opportunities and the challenges founders face 17:14 Building world models 21:34 How AI is expanding the way humans reason, design, and evolve systems

In this episode of&nbsp;No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and problem-solving.&nbsp;
Show Notes:
0:00 Is the AI market consolidating into clear winners? + the physics of the current landscape
7:01 Why more companies don’t merge (even when it makes sense)&nbsp;
10:09 Exploring biotech’s biggest commercial opportunities and the challenges founders face&nbsp;
17:14 Building world models&nbsp;
21:34 How AI is expanding the way humans reason, design, and evolve systems

AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad

At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.

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At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com. Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners. Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.

At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and&nbsp;a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.

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AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad

AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad

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