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

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: 0:00 Improvements in image gen 4:42 Public markets  8:08 Effects of tariffs on tech 9:42 Today’s large model market 11:34 Opportunities in specialized models 16:30 Research advances in model approaches 21:10 What expertise will matter? 24:30 Anthropic’s Model Context Protocol  26:30 Consumer applications

Om Podcasten

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.