DeepSeek, Deep Research, and 2025 Predictions with Sarah and Elad

This week on No Priors, Sarah and Elad celebrate the 100th episode! They dive into the biggest AI stories of 2025, breaking down DeepSeek—truth vs. hype, the rapid consumer adoption, and the real cost of training the models. They debate model commoditization and the value of being a frontier model provider vs. building on existing work. Plus, they unpack OpenAI’s new Deep Research release and the latest on Stargate. Finally, they share bold predictions for 2025, covering robots, autonomous vehicles, local AI models, emerging data-generation strategies, and reasoning breakthroughs. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil  Show Notes:  0:00 Introduction 0:19 DeepSeek  5:38 Are models commoditizing? 8:33 DeepSeek’s consumer adoption 9:16 OpenAI’s Deep Research release 13:30 Stargate 15:04 Elad & Sarah’s Predictions for 2025 

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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.