Hyperscaler strategy in AI, the application landscape heats up, and what we know now about agents with Sarah and Elad

This week on a host-only episode of No Priors, Sarah and Elad discuss the AI wave as compared to the internet wave, the current state of AI investing, the foundation model landscape, voice and video AI, advances in agentic systems, prosumer applications, and the Microsoft/Inflection deal. Have a question for our next host-only episode or feedback for our team? Reach out to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil  Show Notes:  (0:00) Intro (0:32) How to think about scaling in 2024 (3:21) Microsoft/Inflection deal (5:28) Voice cloning (7:02) Investing climate (12:50) Whitespace in AI (16:36) AI video landscape (19:54) Agentic user experiences (22:21) Prosumer as the first wave of application AI

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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.