No Priors: Artificial Intelligence | Technology | Startups
NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
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
Tap timecodes to jump
Even if ChatGPT never existed, the tech giant NVIDIA would still be winning. The end of Moore’s Law—says NVIDIA President, Founder, and CEO Jensen Huang—makes the shift to accelerated computing inevitable, regardless of any talk of an AI “bubble.” Sarah Guo and Elad Gil are joined by Jensen Huang for a wide-ranging discussion on the state of artificial intelligence as we begin 2026. Jensen reflects on the biggest surprises of 2025, including the rapid improvements in reasoning, as well as the profitability of inference tokens. He also talks about why AI will increase productivity without necessarily taking away jobs, and how physical AI and robotics can help to solve labor shortages. Finally, Jensen shares his 2026 outlook, including why he’s optimistic about US-China relations, why open source remains essential for keeping the US competitive, and which sectors are due for their “ChatGPT moment.”
Sign up for new podcasts every week. Email feedback to show@no-priors.com
Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @nvidia
Chapters:
– Jensen Huang Introduction
– Biggest AI Surprises of 2025
– AI and Jobs: New Infrastructure and Demand for Skilled Labor
– Task vs. Purpose Framework in Labor
– Solving Labor Shortages with Robotics
– The Layer Cake of AI Technology
– The Importance of Open Source
– The Myth of “God AI” and Monolithic Models
– Addressing the “Doomer” Narrative and Regulation
– The Plummeting Cost of Compute and Tokenomics
– The Return to Research
– Future of Coding and Software Engineering
– The Industries Due For Their “ChatGPT” Moments
– The Evolution of Self-Driving Cars and Robotics
– Energy Demand and Growth for AI
– 2026 Outlook: US-China Relations and Geopolitics
– Is There An AI Bubble?
– Conclusion
Transcript not yet processed.
Sign in to unlock (1 credit)
Free to start
Full transcripts, AI insights,
Full transcripts, AI insights,
episode chat — free.
Sign up with Google in one click. 10 unlock credits included. No card needed.
Google sign-in · No credit card · Cancel anytime