Analysis articles from this podcast.
On No Priors, Misha Laskin — co-founder and CEO of Reflection AI, previously a researcher on Google DeepMind's Gemini reinforcement-learning team — talks with Sarah Guo and Elad Gil about Beam, the c…
Every hyperscaler now ships its own accelerator, and most flow through the same ASIC partners. Walter Goodwin maps that landscape and explains Fractile's bet: a full-stack approach to inference silicon whose claim is speed above all, and what justifies an independent chip startup in an era of look-alike silicon.
Days after announcing the largest private AI acquisition to date — the $7.7 billion take-private of insurance broker Baldwin, alongside Michael Dell's family office — Sequence Holdings co-founder and…
Chess.com did not begin with a machine defeating a human. Its founders bought the domain in 2005 for $56,000 to build a community where players learn, share, and express themselves. The episode explains how that community, plus subscriptions and events rather than the game itself, became a $200M bootstrapped business.
Sarah Guo and Elad Gil do not deny the size of AI markets. They distinguish a market becoming large from a single company reaching trillion-dollar scale quickly.
Netic founder Melisa Tokmak does not describe the product as simply an AI that answers calls.
Conversational interfaces change what demand looks like: instead of keywords, customers describe a whole situation. The episode explains why DoorDash believes the decisive advantage in agentic commerce and autonomous delivery will come from real-world operations—the marketplace, logistics, and merchant network—more than from the model.
Booking's CEO joined Priceline in 2000 as the Nasdaq peaked and watched its market value collapse from billions to a few hundred million. The episode uses that crash to separate technological value from investment outcomes, and identifies what a travel platform must prove before agentic AI becomes a durable advantage rather than a demo.
