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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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No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
OpenAI’s expected compact, reasoning-heavy open model could push intelligence pricing below the frontier, while inference differentiation shifts from kernels toward orchestration, networking, reliability, and physical infrastructure.Roughly 200 neoclouds face consolidation as GPU economics diverge, while NVIDIA’s hardware, networking, and software moat remains difficult to replicate; bottlenecks in power, packaging, labor, and export policy are the next constraints to monitor.
America’s Plan to Dominate the Full AI Stack with Sriram Krishnan
Sriram KrishnanElad GilSarah Guo
DeepSeek was the administration’s “starting gun,” exposing how narrow America’s lead may be and making full-stack inference share—from American chips to models and applications—the proposed scoreboard for “America Inc.”Execution now depends on power generation, grids, permits, data centers, domestic labor, open-model policy, allied exports, and robotics within 18-24 months, while regulation, cyber and bio risks, Chinese standards, and an acknowledged AI “event horizon” remain unresolved.