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sarah guo

@saranormous • 155,342 subscribers

startup investor/helper, founder @conviction. interested in intelligence, accelerating progress. tech podcast: @nopriorspod

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Caught up with Andrej Karpathy for a new No Priors: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What Mastery of Coding Agents Looks Like 11:16 - Second Order Effects of Coding Agents 15:51 - Why AutoResearch 22:45 - Relevant Skills in the AI Era 28:25 - Model Speciation 32:30 - Collaboration Surfaces for Humans and AI 37:28 - Analysis of Jobs Market Data 48:25 - Open vs. Closed Source Models 53:51 - Autonomous Robotics and Atoms 1:00:59 - MicroGPT and Agentic Education 1:05:40 - End Thoughts

Caught up with Andrej Karpathy for a new No Priors: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What Mastery of Coding Agents Looks Like 11:16 - Second Order Effects of Coding Agents 15:51 - Why AutoResearch 22:45 - Relevant Skills in the AI Era 28:25 - Model Speciation 32:30 - Collaboration Surfaces for Humans and AI 37:28 - Analysis of Jobs Market Data 48:25 - Open vs. Closed Source Models 53:51 - Autonomous Robotics and Atoms 1:00:59 - MicroGPT and Agentic Education 1:05:40 - End Thoughts

3,040,626 views • 5 months ago

New No Priors: Lip-Bu Tan, CEO Intel and legendary semis investor I've been lucky to partner with topics: - Why take the CEO job - His ten-year vision - AI for chip design - Making chips in the US - How to invest in semis - What investors misunderstand about Intel

New No Priors: Lip-Bu Tan, CEO Intel and legendary semis investor I've been lucky to partner with topics: - Why take the CEO job - His ten-year vision - AI for chip design - Making chips in the US - How to invest in semis - What investors misunderstand about Intel

104,042 views • 2 months ago

$INTC CEO Lip-Bu Tan in new interview on his Foundry bet, and why we must make semis in the United States.

$INTC CEO Lip-Bu Tan in new interview on his Foundry bet, and why we must make semis in the United States.

99,999 views • 2 months ago

Really fun to hang again with my friend 🃏 Noam Brown (OpenAI research scientist, our first guest ever on No Priors in early 2023) to talk about the implications of large test-time compute, and what happens when models are given $10M budgets to spend on a single task. Topics: 01:23 – Why Benchmarks Are Broken 04:19 – Compute Budgets and Projections 06:48 – How Long Should Models Think? 08:01 – Benchmarkmaxxing 09:48 – Noam's Evals 12:40 – Safety (When Model Capability Scales With Spend) 16:09 – Implications For the Model Release Cycle 18:34 – Latent Model Capability 22:27 – Limits on Recursive Self-Improvement 28:38 – Large-Scale Multi-Agent Coordination 30:39 – Competition at the Frontier 33:19 – Breaking the Benchmark Grid Equilibrium 34:57 – Why Benchmarks Should be Scaled by Cost

Really fun to hang again with my friend 🃏 Noam Brown (OpenAI research scientist, our first guest ever on No Priors in early 2023) to talk about the implications of large test-time compute, and what happens when models are given $10M budgets to spend on a single task. Topics: 01:23 – Why Benchmarks Are Broken 04:19 – Compute Budgets and Projections 06:48 – How Long Should Models Think? 08:01 – Benchmarkmaxxing 09:48 – Noam's Evals 12:40 – Safety (When Model Capability Scales With Spend) 16:09 – Implications For the Model Release Cycle 18:34 – Latent Model Capability 22:27 – Limits on Recursive Self-Improvement 28:38 – Large-Scale Multi-Agent Coordination 30:39 – Competition at the Frontier 33:19 – Breaking the Benchmark Grid Equilibrium 34:57 – Why Benchmarks Should be Scaled by Cost

87,850 views • 1 month ago

🆕 One of my favorite No Priors discussions: the wonderful Andrej Karpathy on - status of autonomy, tesla v. waymo - humanoid robots - bottlenecks to AGI - our future exo-brains - small models, open source - eureka labs, education - what young people should study in the age of AI

🆕 One of my favorite No Priors discussions: the wonderful Andrej Karpathy on - status of autonomy, tesla v. waymo - humanoid robots - bottlenecks to AGI - our future exo-brains - small models, open source - eureka labs, education - what young people should study in the age of AI

440,409 views • 1 year ago

New drop of No Priors with Jared Kushner. Topics: - Brain Co (new startup with Elad Gil Eric Wu Luis Videgaray Caso Clemens Mewald & team - Affinity’s investing thesis on undervalued countries (and country management) - What he learned from diplomacy - Going outsider -> insider

New drop of No Priors with Jared Kushner. Topics: - Brain Co (new startup with Elad Gil Eric Wu Luis Videgaray Caso Clemens Mewald & team - Affinity’s investing thesis on undervalued countries (and country management) - What he learned from diplomacy - Going outsider -> insider

180,800 views • 11 months ago

"if we have all the compute, good luck running inference" from new No Priors with Tuhin Srivastava, founder Baseten on the new AI compute landscape. full interview linked

"if we have all the compute, good luck running inference" from new No Priors with Tuhin Srivastava, founder Baseten on the new AI compute landscape. full interview linked

37,949 views • 3 months ago

when do we see self-improvement in AI research vs. biology? Liam Fedus, Cofounder Periodic Labs and former lead of post-training OpenAI, on No Priors

when do we see self-improvement in AI research vs. biology? Liam Fedus, Cofounder Periodic Labs and former lead of post-training OpenAI, on No Priors

29,891 views • 4 months ago

ICYMI, full No Priors discussion at Microsoft Build with Satya Nadella 01:48 – Reflections from Microsoft Build, ecosystem 03:12 – MAI Training, Model Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Value Capture By Developers 15:09 – Can Everybody Operate at the Frontier? 15:51 – The Definition of IP in 2026 17:38 – Vendor vs. Enterprise Agents 21:48 – Predictions on Model Pricing 24:02 – Durability of SaaS, SaaSpocalypse 25:58 – What Satya’s Coding Himself 28:18 – Future of Engineering 30:54 – How Microsoft Can Be More Ambitious? 34:36 – Data Centers and Community Impact 38:01 – AI’s Impact on Society 39:52 - AI and Education

ICYMI, full No Priors discussion at Microsoft Build with Satya Nadella 01:48 – Reflections from Microsoft Build, ecosystem 03:12 – MAI Training, Model Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Value Capture By Developers 15:09 – Can Everybody Operate at the Frontier? 15:51 – The Definition of IP in 2026 17:38 – Vendor vs. Enterprise Agents 21:48 – Predictions on Model Pricing 24:02 – Durability of SaaS, SaaSpocalypse 25:58 – What Satya’s Coding Himself 28:18 – Future of Engineering 30:54 – How Microsoft Can Be More Ambitious? 34:36 – Data Centers and Community Impact 38:01 – AI’s Impact on Society 39:52 - AI and Education

12,341 views • 2 months ago

my longtime friend, AI legend Andrew Ng joined me and Elad Gil on No Priors this week -- he thinks AI can really help with investing, but it can't get at some of the people judgement or transparency borne of relationships (yet)

my longtime friend, AI legend Andrew Ng joined me and Elad Gil on No Priors this week -- he thinks AI can really help with investing, but it can't get at some of the people judgement or transparency borne of relationships (yet)

47,025 views • 1 year ago

New No Priors episode drop w/ Howie Liu founder Airtable: *cobuilder launch, integrating AI *app layer for AI *can you start a company as a platform vs. a killer app? *airtable's transition to enterprise *no code in the age of AI codegen? like, listen, subscribe! links ⬇️

New No Priors episode drop w/ Howie Liu founder Airtable: cobuilder launch, integrating AI app layer for AI can you start a company as a platform vs. a killer app? airtable's transition to enterprise *no code in the age of AI codegen? like, listen, subscribe! links ⬇️

60,506 views • 2 years ago

The wonderful Andrew Feldman founder Cerebras: “the market for slow inference is zero” Full No Priors interview on YouTube (why be public, the ipo, workloads, OpenAI deal, where they go from here)

The wonderful Andrew Feldman founder Cerebras: “the market for slow inference is zero” Full No Priors interview on YouTube (why be public, the ipo, workloads, OpenAI deal, where they go from here)

12,425 views • 3 months ago

New No Priors w/ Eric Zelikman (former Stanford/xAI) about his new startup: humans& we talk about training models with EQ that collaborative with humans to unlock their full potential, the challenge of understanding human objectives, long-term memory & his views on abundance

New No Priors w/ Eric Zelikman (former Stanford/xAI) about his new startup: humans& we talk about training models with EQ that collaborative with humans to unlock their full potential, the challenge of understanding human objectives, long-term memory & his views on abundance

30,207 views • 10 months ago

1/ The biggest blocker to effective AI-in-bio is lack of quality data, but Vevo Therapeutics is open-sourcing their gigantic #Tahoe100M single cell dataset (on Arc Institute's new Virtual Cell Atlas)! I talk w/Vevo's founders and Arc CEO/CTO about "Virtual Cell Models" and significance

1/ The biggest blocker to effective AI-in-bio is lack of quality data, but Vevo Therapeutics is open-sourcing their gigantic #Tahoe100M single cell dataset (on Arc Institute's new Virtual Cell Atlas)! I talk w/Vevo's founders and Arc CEO/CTO about "Virtual Cell Models" and significance

44,512 views • 1 year ago

New No Priors: Parker Conrad, one of tech's most admired founders: *his redemption arc *why you shouldn't start a company *why the conventional wisdom on "point product" is bad *founder psychology *building a team of owners *the impact of AI on SaaS strategy *will Rippling be a public company?

New No Priors: Parker Conrad, one of tech's most admired founders: his redemption arc why you shouldn't start a company why the conventional wisdom on "point product" is bad founder psychology building a team of owners the impact of AI on SaaS strategy *will Rippling be a public company?

27,247 views • 1 year ago

Excellent to have Jensen Huang back on No Priors: - 3 gangsters in leather jackets walk into a bar... - NVIDIA's 10 year bets - xAI's supercluster and very big datacenters - AI in chip design - embodied AI, AI employees, AI x science

Excellent to have Jensen Huang back on No Priors: - 3 gangsters in leather jackets walk into a bar... - NVIDIA's 10 year bets - xAI's supercluster and very big datacenters - AI in chip design - embodied AI, AI employees, AI x science

34,345 views • 1 year ago