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No Priors: Artificial Intelligence | Technology | Startups
Public Markets, Image Gen, and Specialized Models, with Sarah and Elad
No Priors: Artificial Intelligence | Technology | Startups

Public Markets, Image Gen, and Specialized Models, with Sarah and Elad

Conviction 27m 13 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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In this episode of No Priors, Sarah and Elad examine the current state of AI. They break down the recent dip in public markets, how tariffs could impact the tech industry, and where opportunities remain in large language models. They highlight the opportunities in more specialized models, new approaches to model development, and how the market is beginning to standardize with integrations like the Model Context Protocol (MCP). The episode ends with a look at early consumer AI applications and what types of expertise will matter most in the coming years.
Show Notes:
Improvements in image gen
Public markets 
Effects of tariffs on tech
Today’s large model market
Opportunities in specialized models
Research advances in model approaches
What expertise will matter?
Anthropic’s Model Context Protocol 
Consumer applications

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