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sarah guo

@saranormous • 146,988 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

2,965,163 просмотров • 3 месяцев назад

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

83,740 просмотров • 9 дней назад

$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.

99,410 просмотров • 16 дней назад

🆕 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

439,961 просмотров • 1 год назад

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

180,196 просмотров • 9 месяцев назад

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

11,722 просмотров • 12 дней назад

"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

37,049 просмотров • 2 месяцев назад

when I trade notes with Dylan Patel of SemiAnalysis I learn something new No Priors on open source ai models, neoclouds, poker, power constraints, and what it would take to challenge Nvidia

when I trade notes with Dylan Patel of SemiAnalysis I learn something new No Priors on open source ai models, neoclouds, poker, power constraints, and what it would take to challenge Nvidia

145,979 просмотров • 10 месяцев назад

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 просмотров • 3 месяцев назад

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 просмотров • 1 месяц назад

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 просмотров • 10 месяцев назад

News: ChatGPT's Deep Research for free! Courtesy of lighter weight models :) 🆕 No Priors with OpenAI's Isa Fulford on: *how they built it (and improve it) *what data we need to train better agents *agents going from read --> write, safety *how she uses Deep Research herself

News: ChatGPT's Deep Research for free! Courtesy of lighter weight models :) 🆕 No Priors with OpenAI's Isa Fulford on: how they built it (and improve it) what data we need to train better agents agents going from read --> write, safety how she uses Deep Research herself

43,729 просмотров • 1 год назад

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 просмотров • 9 месяцев назад

.Parker Conrad on "AI rollups" and how he developed an allergy to ops at Zenefits: "it's very hard to replace ops with software after you've scaled it up"

.Parker Conrad on "AI rollups" and how he developed an allergy to ops at Zenefits: "it's very hard to replace ops with software after you've scaled it up"

sarah guo // conviction

37,264 просмотров • 1 год назад

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 просмотров • 1 год назад

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 просмотров • 1 год назад

New No Priors w/@ericsimons40 from StackBlitz on AI-generated websites *0 to $20M in ARR in 2 months with 🚀 *the community's coolest use cases *how to eval ai codegen *balancing an Ironman, a newborn, and a product launch

New No Priors w/@ericsimons40 from StackBlitz on AI-generated websites 0 to $20M in ARR in 2 months with 🚀 the community's coolest use cases how to eval ai codegen balancing an Ironman, a newborn, and a product launch

sarah guo // conviction

41,738 просмотров • 1 год назад

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 просмотров • 1 год назад

.Matthew Prince 🌥, cofounder CEO of Cloudflare on the newest No Priors today about how content creators should be paid by ai labs for filling in the “swiss cheese block” of human knowledge, the end of search, advice for web publishers, and different futures for the internet

.Matthew Prince 🌥, cofounder CEO of Cloudflare on the newest No Priors today about how content creators should be paid by ai labs for filling in the “swiss cheese block” of human knowledge, the end of search, advice for web publishers, and different futures for the internet

23,042 просмотров • 11 месяцев назад

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

sarah guo // conviction

34,125 просмотров • 1 год назад