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No Priors: Artificial Intelligence | Technology | Startups
 How Agentic AI is Transforming The Startup Landscape with Andrew Ng
No Priors: Artificial Intelligence | Technology | Startups

How Agentic AI is Transforming The Startup Landscape with Andrew Ng

Conviction 42m 8 months ago
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.

Show Notes

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Andrew Ng has always been at the bleeding edge of fast-evolving AI technologies, founding companies and projects like Google Brain, AI Fund, and DeepLearning.AI. So he knows better than anyone that founders who operate the same way in 2025 as they did in 2022 are doing it wrong. Sarah Guo and Elad Gil sit down with Andrew Ng, the godfather of the AI revolution, to discuss the rise of agentic AI, and how the technology has changed everything from what makes a successful founder to the value of small teams. They talk about where future capability growth may come from, the potential for models to bootstrap themselves, and why Andrew doesn’t like the term “vibe coding.” Also, Andrew makes the case for why everybody in an organization—not just the engineers—should learn to code. 
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Chapters:
– Andrew Ng Introduction
– The Next Frontier for Capability Growth
– Andrew’s Definition of Agentic AI
– Obstacles to Building True Agents
– The Bleeding Edge of Agentic AI
– Will Models Bootstrap Themselves?
– Vibe Coding vs. AI Assisted Coding
– Is Vibe Coding Changing the Nature of Startups?
– Speeding Up Project Management
– The Evolution of the Successful Founder Profile
– Finding Great Product People
– Building for One User Profile vs. Many
– Requisites for Leaders and Teams in the AI Age
– The Value of Keeping Teams Small
– The Next Industry Transformations
– Future of Automation in Investing Firms and Incubators
– Technical People as First Time Founders
– Broad Impact of AI Over the Next 5 Years
– Conclusion

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