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No Priors
Elad Gil and Sarah Guo speak with leading AI engineers, researchers, and founders about model progress, markets at risk of disruption, and how commerce, culture, and society may change.
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Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee
Sequence Holdings is pairing frontier engineering with incumbent advantages, partnering with the Dell family office on its $7.7B acquisition of Baldwin.At BankSouth, average consumer-loan underwriting volume fell 94%, timelines dropped from 30 days to 11, and Q2 loan volume doubled versus Q1 without changed standards.Whether Atlas can repeat that operating leverage depends less on code than on the more difficult human engineering problem.
Jared Kushner: BrainCo, Affinity Partners, and the Geopolitics of AI
Jared KushnerSarah GuoElad Gil
Affinity Partners seeks returns through governance judgment, networks, and hands-on execution, while favoring Gulf and Latin American tailwinds and contrarian opportunities such as Albania.BrainCo is productizing reusable AI infrastructure for institutions, with a permitting workflow reduced from over 40 steps to 35 at over 90% accuracy; adoption, talent, project selection, and energy permitting remain key constraints.