Stablecoins, AI agents, and the rails software needs to move money.
Jeremy Allaire and the No Priors hosts keep circling one plain idea: if AI agents are going to act for people, they need money that moves like software.

Conviction
181 episodes listed below
AI, tested against execution.
No Priors tracks artificial intelligence through the people building and financing its next systems. The conversations move quickly from big claims to concrete mechanisms: models, compute economics, product leverage, scientific bottlenecks, and institutional adoption.
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No Priors covers artificial intelligence from inside the machinery of the current technology shift. Its center of gravity is not general tech chatter, but the specific places where AI changes what companies can build, how infrastructure gets financed, and which old assumptions stop working. The show often starts from a frontier claim and then asks for the operating model behind it. That gives the conversations a practical texture. Agentic payments become questions about transaction costs, financial endpoints, stablecoins, and blockchain scale. Materials science becomes a discussion of orchestration layers, specialized neural nets, experimental data, and the path from lab work to commercial products. Code agents are treated as a change in how engineers express intent, not merely as a productivity feature. AI infrastructure is examined through balance sheets, GPU depreciation, capital-intensive businesses, and the compute buildout behind model progress. The range is wide, but the editorial pattern is consistent. Guests are pushed toward mechanisms, constraints, timelines, and decisions. Episodes with Roblox, MongoDB, Circle, Periodic Labs, Magnetar Capital, Until, and the Department of War all share that same question: what does AI make newly possible, and what still has to be built before the claim becomes real? The show assumes the audience can follow references to agents, post-training, enterprise software, and model-driven workflows. It does not slow down for every definition. That is part of its appeal. No Priors is best when a guest can connect technical architecture to market structure, or when a speculative idea gets pulled back into cost, latency, regulation, labor, or deployment. It has room for excitement, but it is rarely weightless. The promise of AI is treated as serious enough to interrogate.
Made for: Built for founders, investors, operators, engineers, and AI-aware listeners who want more than surface-level trend coverage. It suits people who are comfortable with technical language and interested in how frontier systems become products, markets, and institutions.
What sets it apart: No Priors stands out by pairing high-level AI strategy with unusually concrete questions about infrastructure, capital, product design, and implementation. The show gives builders space to reason out loud while keeping the conversation anchored in constraints.
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 [email protected] 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 G...
Based on 6 episodes we listened to · September 2026
No Priors connects AI's technical edge to the product decisions, infrastructure and company-building required to make it useful.
No Priors turns conversations with founders and technology leaders into working sessions on how AI changes products and companies. Sarah Guo and Elad Gil ask about capability gains, falling model costs, code quality and the practical demands of deploying agentic AI.
AI meets stablecoins, cryopreserved organs, and Roblox before your curiosity can settle into a single lane.
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Short reviews from the PlayNext desk, based on the episodes we processed.
Stablecoins, AI agents, and the rails software needs to move money.
Jeremy Allaire and the No Priors hosts keep circling one plain idea: if AI agents are going to act for people, they need money that moves like software.
A clear look at AI moving from language into labs, experiments, and physical systems.
Periodic Labs is framed as a push to move AI beyond the screen and into atoms, experiments, and the physical world. The clearest section explains the orchestration layer: literature and experimental data come in, specialized neural nets can serve as tools or reward functions,…
A practical look at how AI could reshape Roblox, NPCs, and creator workflows.
This conversation lands best when it stays on the practical edge of Roblox, AI, and creator tools. It treats Roblox as a 3D immersive world with more than 150 million daily users, and it makes useful room for the company’s AI investments, possible changes to NPCs, and the role…
Cryopreservation is framed as an engineering problem, with organ preservation as the nearer promise and scale as the central obstacle.
The episode treats cryopreservation as an engineering challenge, not a spectacle. It tracks the near-term case for preserving single human organs to improve transplant access, then widens to the long-range ambition of reversible whole-body cryopreservation for medical…
A focused AI-investing conversation about how firms, customers, and execution have to line up.
Jared Kushner's conversation with Sarah Goa and Elad Gil presents Affinity Partners as a firm built around complex problem solving, with AI treated as part of the edge it wants to offer.
A grounded AI conversation about where progress and startup edge may come from.
Andrew Ng keeps this No Priors episode focused on the parts of AI that matter most right now: agentic workflows, multimodal model building, and the harder question of how capability becomes something people actually use.
A practical look at how agents are changing Notion's engineering workflow.
Simon Last presents Notion's AI push as more than a slogan; it reads as a shift in how the company actually works. He traces the change back to a GPT-4 moment in 2022, then shows how it rippled through design and engineering.
Autonomy, software-defined architecture, and Rivian's bet that consumers want more than one obvious EV choice.
The piece makes Rivian's autonomy argument in practical terms: software-defined architecture, inexpensive radars and LiDARs, and the cost of running inference on board.



Markets, macro, AI, and crypto in motion.


Daily AI news through the lens of trust, infrastructure, and real-world deployment.

By 2030, autonomy may just be expected.
The SaaS apocalypse is the question.
Notion got access to GPT-4, and the experiment turned into a real change in how Simon Last thinks teams should build.
This episode features an interview with ServiceNow CEO Bill McDermott discussing leadership, AI's impact on enterprise technology, the costs of platform migration, and the future of ServiceNow.
Jeremy Allaire starts with dollars as an internet protocol.
Liam Fedus, co-creator of ChatGPT and former VP of Post-Training at OpenAI, discusses his new company Periodic Labs, which is building an AI foundation lab for atoms — applying AI to materials science, chemistry, and physical-world engineering.
Andrej Karpathy discusses the transformative impact of AI agents on coding and research, describing a shift from manual coding to delegating tasks to agents and exploring implications for engineering, robotics, and education.
This episode features an interview with Neil Tiwari of Magnetar Capital discussing how capital and financial strategies are enabling the AI infrastructure buildout, including topics like GPU depreciation and investments in companies like CoreWeave.
Roblox CEO Dave Baszucki joins No Priors hosts to discuss a 20-year-old business plan PowerPoint that still accurately describes the company's holodeck vision and maps out the role AI plays in getting there.
Science fiction is the wrong lens.
This episode explores the future of software in the AI age, discussing the value of durable software platforms with MongoDB's CEO CJ Desai and host Sarah Guo.
Interview with Emil Michael, CTO of the Department of War, discussing AI and tech innovation in defense.
Co-hosts interview an AI leader about the biggest surprises and advancements in AI during 2025, including improvements in reasoning, grounding, and industry applications.
Co-hosts discuss the year's AI developments, including breakthroughs, market trends, and predictions for the future.
Interview with Eleven Labs CEO about voice AI technology, company growth, and applications in creative and agent products.
This episode features an interview with Gabe Pereyra, co-founder and president of Harvey, discussing how the company builds AI solutions for law firms, their growth to nearly 1,000 customers, and the evolution from individual lawyer productivity tools to team and firm-wide orchestration systems.
Interview with co-founders of a home robotics startup about the state of AI robotics and scaling data for general-purpose robots.
Sarah Guo interviews the CEO of BenchLink about using AI agents to accelerate biotech R&D and drug development.
This episode features an interview with Sridhar Ramaswamy, CEO of Snowflake, discussing his first 18 months leading the company, its shift to AI-first strategy, and the broader enterprise and cloud landscape in the AI era.
A compilation of favorite moments from the podcast, featuring AI leaders discussing breakthroughs and startup stories.
Interview with Zach Lloyd, CEO of Warp, discussing AI dev tools and the philosophical implications of AI intelligence versus consciousness.
This episode features an interview with Zach Dell, CEO of Base Power, discussing his company's mission to lower electricity costs and create energy abundance, touching on its recent $1 billion fundraising and the broader impact of energy on industries like AI and manufacturing.
Interview with AI researcher Eric Zellkman about his contributions to reasoning and RL, and his new company Humansend.
Interview with Palo Alto Networks CEO Nikesh Arora discussing the future of search and AI's impact on democratizing intelligence.
This episode features an interview with Joe Liemandt, principal of Alpha School, discussing his transition from tech entrepreneurship to reinventing K-12 education using AI and neural networks.
Interview with Jesse Zhang, CEO of Decagon, about their AI customer service platform for enterprises.
Affinity starts as a constraint exercise.
Daniel Nadler discusses how OpenEvidence has rapidly become the dominant clinical decision support platform for physicians in the US, focusing on high-stakes medical applications.
Interview with Jacob Helbert about securing supply chains, nuclear energy, and superintelligence for economic growth.
Andrew Ng starts with constraints.
Interview with Dylan Patel about AI infrastructure, chips, open source models, and geopolitics.
Interview with Cloudflare CEO Matthew Prince discussing the company's role in internet security and performance.
Interview with White House AI policy advisor Sriram Krishnan about the national AI strategy and the American AI Action Plan.
Interview with Edwin Chen, CEO of Surge, discussing the role of high-quality human data in advancing AI and the company's growth.
Interview with Reflection AI co-founder Misha Laskin about building superintelligent autonomous systems and the role of RL.
Discussion on causes of wildfires and technological interventions with guest Bill Clerico, a fire-focused venture fund investor.
Interview with Jesse Zhang, co-founder of Decagon, discussing his background and the company's AI-powered customer support platform.
A highlight clip from a conversation with NVIDIA CEO Jensen Huang discussing the evolution of NVIDIA from a chip company to a data center ecosystem.