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No PriorsVoicesRedefining Chip Architecture with Arm CEO Rene Haas From data center orchestrators to AGI and robotics, CPUs remain the heart of modern computing. Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explore how Arm is positioned at the epicenter of AI-driven demands for com
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No PriorsVoicesRethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein Google’s purchase of Spirit Airlines’ data out of bankruptcy signaled a shift in how the tech world values real-world datasets. Although compute and models get much of the attention, in this landscape, it’s data that is
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No PriorsVoicesFrom Restoring Sight to Reimagining the Brain, with Max Hodak Max Hodak, co-founder and CEO of Science Corporation, joins Sarah Guo to discuss the future of vision, brain-computer interfaces, and the human experience. Max explains how Science’s PRIMA retinal implant could restore f
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No PriorsVoicesWhat Chess.com Teaches US About Superhuman Capabilities, with CEO Erik Allebest In a world of infinite gaming and entertainment possibilities, how does a centuries-old game stay so popular? Chess.com co-founder and CEO Erik Allebest joins Sarah Guo to explain how the evolution of technology has kept
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No PriorsVoicesChasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad Is the tech industry moving too quickly, or are founders letting fear of AI labs stunt their ambitions? Sarah and Elad explore the current landscape of artificial intelligence, venture capital, and startup dynamics. They
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No PriorsVoicesBuilding an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak When your AC fails in a heatwave, you don’t want a busy signal; you need a solution. Netic founder and CEO Melisa Tokmak joins host Elad Gil to explain how Netic’s autonomous AI platform acts as an intermediary between c
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No PriorsVoicesBuilding an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang DoorDash is not just a delivery company. From its inception, co-founders Andy Fang and Stanley Tang operated it as a robotics and autonomy company. Andy and Stanley join Sarah Guo to explain how autonomous tech and AI ar
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No PriorsVoicesTravel Through the Lens of AI with with Booking.com CEO Glenn Fogel When Glenn Fogel joined Priceline in 2000, the business was worth a few hundred million dollars. One week later, the Nasdaq peaked, eventually sending its stock down to a dollar a share. But over 25 years later, Booking
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No PriorsVoicesHow Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor While the rest of the nuclear industry still relies on simulations and paper designs, Valar Atomics is busy splitting atoms. In fact, they just powered an NVIDIA Blackwell chip directly with a live nuclear reactor in ord
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No PriorsVoicesReally Big Test-Time Compute in AI Changes Benchmarks, Safety and Research with OpenAI Research Scientist Noam Brown When a new AI model drops, it’s judged based on a static benchmark grid that doesn’t account for how long the model is allowed to think. How then should we measure a model’s true capability? OpenAI research scientist Noa
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No PriorsVoicesRe-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip-Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CE
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No PriorsVoicesBiohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives Biohub started with an ambitious goal of curing, preventing, and managing all disease by the end of the century. A decade later, thanks to the convergence of frontier AI and biological data, that goal may have been too c
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No PriorsVoicesWe Need An Ecosystem in AI, And Every Company Can Win A Place In It What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CE
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No PriorsVoicesBuilding an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan We are now closer than ever before to living in a world where AI agents are smart enough to run our power grids and manage water supplies. How do we keep them from going rogue? Sarah Guo sits down with Maxim Bar Kogan, f
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No PriorsVoicesThe Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and
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No PriorsVoicesPax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, from rare earth minerals to actuators. Enter: Pax Silica. Sarah Guo and
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No PriorsVoicesAmex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman The world’s first AI-take-private just proved that AI can revolutionize the real economy. Long Lake Management co-founder and CEO Alexander Taubman joins Elad Gil to discuss his firm’s agreement to acquire the legacy pla
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No PriorsVoicesBaseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x growth, and why inference is becoming the strategic “last market.” Tuhin
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No PriorsVoicesSAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig More than fifty years ago, the modern idea of the standard enterprise software was birthed at SAP. Now, after managing companies through technological shifts from the mainframe to mobile, SAP is at the forefront of closi
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No PriorsVoicesScaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott Few teens are business owners, but by age 16, Bill McDermott had purchased and was running a local deli. Now he runs leading global technology powerhouse ServiceNow, a company that is defining how the world’s largest org
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No PriorsVoicesThe Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic “operating system” designed for a world where machines drive
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No PriorsVoicesAI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus What happens when you apply the scaling laws of large language models to the physical work of atoms? Elad Gil sits down with Liam Fedus, co-founder at Periodic Labs, which is pioneering an AI foundation lab for atoms. Li
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No PriorsVoicesAndrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI What happens when AI agents can design experiments, collect data, and improve — without a human in the loop? Andrej Karpathy joins Sarah Guo on the state of models, the future of engineering and education, thinking about
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No PriorsVoicesFrom Coder to Manager: Navigating the Shift to Agentic Engineering with Notion Co-Founder Simon Last Notion isn’t designing AI agents that just use tools. Their agents can autonomously build their own integrations, as well as write the code needed to finish a task. Sarah Guo sits down with Notion Co-Founder Simon Last t
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