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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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How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
Valar Atomics treats nuclear as a manufacturing problem, targeting a simple, intrinsically safe “Toyota Camry” rather than a bespoke paper reactor.DOE testing authority enabled its 100 kW W-250 to reach criticality, while passive heat removal and a seven-month milestone interval provide operating evidence.Equity-funded deployment could precede project finance, with AI as an initial catalyst and cheaper energy as the longer-term demand thesis.
No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
Base Power is vertically integrating residential backup in Texas—designing, manufacturing, installing, owning, and operating batteries while selling household electricity—and says customers save 10–20% monthly.Software and time-shifting could lower bills while unlocking 300–400 GW of latent US grid capacity, but scaling depends on talent, its first Austin factory, and the $1.3 billion raised to start a cost-and-scale flywheel.
Reshaping America’s Economy for the Superintelligence Century with Jacob Helberg
Jacob HelbergSarah GuoElad Gil
Jacob Helberg argues that AI, deregulation, and abundant energy could shift the U.S. from consumption toward industrial investment, with CapEx above 2% of GDP and potentially doubling by next year.Critical minerals, semiconductors, nuclear permitting, and platform distribution remain decisive bottlenecks as America competes with China for supply-chain control and the Global South’s AI stack.
No Priors Ep. 98 | With Convective Capital Founder Bill Clerico
Wildfire is an adaptation and infrastructure problem: forests are roughly three times denser after a century of maximum suppression, while 98% of climate capital still targets mitigation.Prescribed fire, thinning, utility upgrades and risk-based insurance could reduce losses, but permitting delays, rate regulation and political resistance remain the central bottlenecks.