No Priors: Artificial Intelligence | Technology | Startups

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

  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

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• AI is Making Enterprise Search Relevant, with Arvind Jain of Glean

  Arvind Jain joins Sarah and Elad on this episode of No Priors. Arvind is the founder and CEO of Glean, an AI-powered enterprise search platform. He previously co-founded Rubrik and spent over a decade as an engineering leader at Google. In this episode, Arvind shares how LLMs are transforming enterprise search, why most tools in the space have failed, and the opportunity to build apps powered by internal knowledge. He discusses how much customization is still needed on top of foundation models, what made building Glean uniquely challenging compared to Arvind’s previous ventures, and what’s next for the company. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jainarvind Show Notes: 0:00 Introduction 0:58 How LLMs are changing search 2:05 Building out Glean’s platform 5:09 Why most search companies failed 8:41 Out of the box vs. bespoke models  10:26 Creating apps on top of internal knowledge 15:34 User behaviors & insights  19:11 Unique challenges of building Glean  21:51 Product-led growth vs. enterprise sales 25:00 Succeeding in traditionally bad markets  27:08 What Glean is excited to build next

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• Gaming as the Future of Education with Duolingo CEO Luis von Ahn

  On this episode of No Priors, Sarah talks to Luis von Ahn, founder and CEO of Duolingo, the world’s most popular education app with over 116 million monthly users and a market cap of approximately $17 billion. Controversially, it has recently committed to being “AI-first.” They discuss why motivation is the biggest challenge in education, how Duolingo harnesses game mechanics and behavioral insights to keep learners engaged, and the company’s efforts to leverage AI to personalize education at scale. Luis also shares thoughts on the Duolingo brand, courses beyond language (chess and math), and the broader impact of AI on content creation. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @LuisvonAhn Links: Duolingo is now AI-First: http://bit.ly/3RQzny3 Show Notes: 0:00 Introduction 4:01  Optimizing learning behavior through tech 11:20 Adopting AI at Duolingo 17:25 AI’s threat to content companies 18:34 An unhinged corporate brand 21:28 How do people learn? 25:16 What people misunderstand about Duolingo? 26:24 How AI is transforming learning at scale 30:28 Leveraging AI across the business

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• O3 and the Next Leap in Reasoning with OpenAI’s Eric Mitchell and Brandon McKinzie

  This week on No Priors, Elad and Sarah sit down with Eric Mitchell and Brandon McKinzie, two of the minds behind OpenAI’s O3 model. They discuss what makes O3 unique, including its focus on reasoning, the role of reinforcement learning, and how tool use enables more powerful interactions. The conversation explores the unification of model capabilities, what the next generation of human-AI interfaces could look like, and how models will continue to advance in the years ahead. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @mckbrando | @ericmitchellai Show Notes: 0:00 What is o3? 3:21 Reinforcement learning in o3 4:44 Unification of models 8:56 Why tool use helps test time scaling 11:10 Deep research 16:00 Future ways to interact with models 22:03 General purpose vs specialized models 25:30 Simulating AI interacting with the world 29:36 How will models advance?

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• Inside Deep Research with Isa Fulford: Building the Future of AI Agents

  On this episode of No Priors, Sarah sits down with Isa Fulford, one of the masterminds behind deep research. They unpack how the initiative began, the role of human expert data, and what it takes to build agents with real-world capability and even taste. Isa shares the differences between deep research and OpenAI’s o3 model, the challenges around latency, and how she sees agent capabilities evolving. Plus, OpenAI has announced that deep research is free for all US users starting today. Sign up for new podcasts every week. Email feedback to [email protected] Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @IsaFulf Show Notes: 0:00 Deep research’s inception & evolution 6:12 Data creation  7:20 Reinforcement fine-tuning 9:05 Why human expert data matters 11:23 Failure modes of agents 13:55 The roadmap ahead for Deep Research 18:32 How do agents develop taste?  19:29 Experience and path to building a broadly capable agent 22:03 Deep research vs. o3 25:55 Latency 27:56 Predictions for agent capabilities

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