No Priors: AI, Machine Learning, Tech, & Startups

Taking on ServiceNow: Coding Agents for the Rest of Us with Serval Co-Founder and CEO Jake Stauch

2.2K views · 1d ago · 38:06

Guest: Serval Co-Founder

What happens when you put code-generation agents in the hands of enterprise IT teams? With Serval, you get a system where it's easy for everyone to be a builder. Sarah Guo and Elad Gil sit down with Serval co-founder and CEO Jake Stauch to analyze his company’s direct challenge to ServiceNow as the enterprise automation and service management system of record.

Topics: Jake Stauch Introduction and Serval’s Background · Expanding Coding Agents Beyond Engineers · Limitations with Personal Agents in Enterprise · Deploying Serval Effectively in Large Orgs · Day 1 Ambition and Attacking Enterprise Systems of Record · Taking on ServiceNow with Workflow Automation Platform

Democratizing Security for the Agentic Web with Cloudflare CTO Dane Knecht

3K views · 1w ago · 41:24

Guest: Cloudflare CTO Dane Knecht

In the transition to the agentic web, security has become an afterthought. Now, organizations are racing to figure out what AI security means, and how to keep their data safe. Live from Cloudflare Connect, Sarah Guo sits down with Cloudflare CTO Dane Knecht to discuss the changing attacker landscape, and how his company is allocating its engineering resources to meet this emerging security challenge.

Topics: Cloudflare CTO Top Priorities · Today’s Attacker Landscape · State of Internet Infrastructure · Shift Towards Security Spend · Road to Better Software and Internet Security · Building Secure Production Software

The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents

5.5K views · 1w ago · 45:28

Adversaries are already running AI agents, and the fastest attacks now play out in seconds. Sarah Guo and Elad Gil sit down with CrowdStrike president and CEO George Kurtz on what AI-equipped attackers mean for enterprise security. George explains how agents are flattening the adversary pyramid by putting advanced tradecraft in the hands of low-skill attackers, and why CrowdStrike and Nvidia are building a frontier-style lab of their own to train security models.

Topics: George Kurtz Introduction · Agentic Landscape · AI and Adversaries · Open Weight Models and Adversarial Attacks · Adversary Geography · Attacker Capability in Context

The Changing Physics of Cybersecurity and Drug Development with OpenAI President Greg Brockman

19K views · 2w ago · 39:23

Guest: OpenAI President Greg Brockman

Technology has always been the fundamental driver of improvement for human quality of life. And with the recent rollout of advanced frontier models, like OpenAI’s GPT-6, humanity can now massively accelerate scientific discovery for its benefit. Sarah Guo and Elad Gil are joined by OpenAI President and co-founder Greg Brockman to discuss the company’s rapid progress across frontier models, cybersecurity, and scientific discovery.

Topics: Greg Brockman Introduction · AI and Advancements in Mathematics · AI Communication and Oversight · AI for Overcoming Biology Data Bottlenecks · Revolutionizing Drug Discovery · Changing Regulations to Accelerate Progress

Beam: The Great American Open Model with ReflectionAI Co-Founder and CEO Misha Laskin

9.2K views · 3w ago · 1:09:45

Guest: ReflectionAI Co-Founder

Is the future of frontier AI open or closed? ReflectionAI co-founder and CEO Misha Laskin joins Sarah Guo and Elad Gil to discuss the launch of Beam, the company’s 500 billion parameter open-weight reasoning model.

Topics: Misha Laskin Introduction · Latest with ReflectionAI · Challenges Building an Open Model · ReflectionAI’s Agentic Shift · Resources for Model Training · Scaling Efficiency

Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile

9K views · 4w ago · 35:39

Guest: Walter Goodwin

Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he’s made on the future of the chip market as other major players like Broadcom, NVIDIA, and AMD try to accelerate their workloads. They discuss the difference in Fractile’s newer approach on model architecture with a full-stack team in the current chip landscape and the technical bets they’re making in that direction.

Topics: Walter Goodwin and Fractile Introduction · The Chip Landscape Now · Common Handoffs From Architecture-Focused Players · Full Stack Approach and Team Setup · Fractile’s Most Important Technical Bets · Workload Predictions and Compressing the Chip Design Cycle

Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee

7.4K views · 1mo ago · 42:45

Guest: Sequence Holdings Co-Founder

Can AI transform legacy incumbents rather than replacing them? Sequence Holdings co-founder and CEO Michael Lee joins Sarah Guo to discuss how holding company structures and engineering integrations are reshaping market leaders from the inside out.

Topics: Michael Lee Introduction · Sequence Holdings and Baldwin · Idea for Sequence · Incumbents in the AI Era · Why a Holding Company · Recruiting Top Engineers

Why Diffusion Will Win AI Inference with Inception Co-Founder and CEO Stefano Ermon

12K views · 1mo ago · 38:14

Guest: Inception Co-Founder

As generative AI hits hardware and latency bottlenecks, Stanford professor, diffusion pioneer, and Inception co-founder and CEO Stefano Ermon is betting on a radical new architecture. Stefano joins Sarah Guo to talk about Inception, and how his team is applying diffusion architecture beyond images and video into discrete text and code generation.

Topics: Stefano Ermon Introduction · Research Background · Starting Inception · Why Diffusion Beats Autoregressive · Discrete vs. Continuous Modalities · Inception Today

Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong

8.7K views · 1mo ago · 45:10

Guests: Coinbase’s Everything Exchange, CEO Brian Armstrong

From the tokenization of real-world assets to funding research on anti-aging therapeutics, Coinbase co-founder and CEO Brian Armstrong is focused on solving meta-problems for the benefit of society. Brian joins Elad Gil this episode to discuss the intersections of artificial intelligence, crypto rails, and biotechnology.

Topics: Brian Armstrong Introduction · Coinbase and the Everything Exchange · Agentic Commerce · AI and Crypto · AI Inside Coinbase · Productivity and Company Size