No Priors: Artificial Intelligence | Technology | Startups

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 conservative. In this episode, Elad Gil and Sarah Guo sit down with Biohub co-founders Mark Zuckerberg and Priscilla Chan, alongside Biohub Head of Science Alex Rives. Together, they discuss Biohub’s $500 million virtual biology initiative, which integrates frontier AI with wet-lab work to build predictive world models of cells, proteins, and systems. They also talk about their newly announced open-source engine for digital protein and antibody design, ESMFold2; why Biohub is a nonprofit rather than a venture-backed startup; and how hierarchical simulations will soon allow doctors to treat patients at an individual, mechanistic level.  

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Chapters:

00:00 – Cold Open

01:02 - Mark Zuckerberg, Priscilla Chan, and Alex Rives Introduction

01:26 – Why Biohub and Their Mission

08:27 – Integrating Frontier AI and Frontier Biology

09:45 – Micro to Macro Biological Modeling

14:22 – Mechanistic Interpretiability 

16:58 – Why Biohub is a Non-Profit

21:41 – Understanding How Biology Works

24:23 – Timeline for Curing All Diseases

26:25 – Translating Research to Patient Impact

28:04 – Launch of ESMFold2

32:13 – Tackling Off-Target Effects and Edge Cases

38:39 – Putting the Tech in Individual Hands

41:06 – Talent at Biohub

44:25 – What’s Next After ESMFold2

46:10 –  Connecting ESMFold2 to Agentic Systems

46:51 – The Virtual Cell

49:33 – Defining Success for Biohub

51:52 – Biohub Strategy Update

56:20 – Conclusion

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 CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company’s most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of software engineers, the durability of SaaS business models, and why showing communities the ROI on data centers is so critical. Plus, Satya shares his thoughts on the economic and societal impacts of the token economy, as well as the future of AI-driven education startups.

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Chapters:

00:00 – Satya Nadella Introduction

01:48 – Reflections from Microsoft Build

03:12 – Microsoft’s AI Training Strategy

05:48 – Complexity of Real-World Deployment of AI

07:33 – Augmenting Human Capital

09:37 – Harnesses for Enterprise

11:49 – Developer Value

15:09 – Can Everybody Operate at the Frontier with Their Frontier Intelligence?

15:51 – Modern Definition of IP

17:38 – Future of Vendor vs. Enterprise Agents

21:48 – Near-Term Predictions on Model Pricing

24:02 – Durability of SaaS

25:58 – What Satya’s Building

28:18 – Future of Engineering Roles

30:54 – How Microsoft Can Be More Ambitious

34:36 – Data Centers and Community Impact

38:01 – AI’s Impact on Society

39:52 - AI and Education

42:28 – Conclusion

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, founder and CEO of Onyx Securities, to explore the complexities of supervising and securing autonomous agents at the enterprise level. Maxim explains Onyx’s product as an AI control plane, which oversees the permissions and flexible contexts of agents while balancing latency, cost, and reliability. He also discusses how current controls have insufficient context to monitor agent intent, tradeoffs for gradual model rollout, the need for vendor-independent oversight, and Israel’s growing AI and security talent ecosystem. Plus, why Maxim is all-in on AGI.

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Chapters:

00:00 – Cold Open

00:45 – Maxim Bar Kogan Introduction

01:10 – AutoGPT and Betting on Agent Actions

05:17 – What Onyx Product Does

07:47 – State of Deployment in Large Enterprises

09:58 – Securing Agents

12:45 – Why Proxies Don’t Work

14:11 – Why Onyx Trains Its Own Models

18:38 – Onyx’s Talent Culture

21:24 – Mechanistic Interpretability

23:35 – How Onyx Builds Customer Trust

25:10 – Mitigating Risk at the Foundational Level

27:45 – Phased Rollout of Glasswing and Daybreak

29:11 – Large Enterprise Holdouts

30:46 – Onyx and the Larger AI Security Space

32:36 – Should Labs Address Model Trust and Governance? 

36:56 – What Needs to Happen in Security

39:14 – Why Maxim is AGI-Pilled

41:15 – Conclusion

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 Sarah Guo sit down with Cerebras founder and CEO Andrew Feldman to discuss the company’s journey to making one of the largest tech go-publics in history. Andrew details the multi-year journey of pioneering wafer-scale AI computing, including surviving a brutal period of being ahead of market demand. He also explains the engineering breakthroughs that led to delivering inference speeds at 20x that of standard GPUs. Andrew then shares how a remarkable $20 billion deal with OpenAI came together in only four weeks. Plus, Andrew’s thoughts on why architecting the future of AI requires the fortitude to be a “professional David” against the Goliaths of tech.

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Chapters:

00:00 – Cold Open

00:36 – Andrew Feldman Introduction

01:19 – Cerebras’ Evolution

02:48 – Wafer-Scale Bet Pays Off

06:38 – Challenges and Breakthroughs

08:37 – Crossing the Market Chasm

10:38 – Scaling Software and Hardware

12:03 – Relevance of AI-Generated Coding

13:31 – Leadership and Hiring Culture

17:16 – When to Quit vs. Persist

19:40 – Why Cerebras Went Public

22:57 – The OpenAI Deal

25:54 – Open Source and Post-Trained Workloads

27:37 – How Speed Opens Up New Business

30:33 – Conclusion

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 Elad Gil sit down with US Under Secretary of State for Economic Affairs Jacob Helberg to discuss the launch and expansion of Pax Silica, a 14-country economic security coalition designed to secure the entire AI supply chain. Jacob talks about the creation of a forward-deployed industrial base in the Philippines, where 4,000 acres will be developed into an “economic security zone.” He also compares and contrasts Pax Silica with China’s Belt and Road initiative, explains how the US plans to reindustrialize through automation and robotics, and explores how the Trump administration envisions making these policies durable across future presidencies. Plus, we hear why Jacob believes America to be a “global underdog.”

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Chapters:

00:00 – Cold Open

00:41 – Jacob Helberg Introduction

01:02 – Pax Silica’s Mission

03:51 – Investing in AI Chip Supply Chains

05:43 – Comparing Pax Silica to China’s Belt and Road Initiative

12:38 – Pax Silica’s Value Proposition

14:38 – US vs. Partnered Manufacturing

19:10 – Rare Earth Mineral Pricing

22:16 – Role of Venture Capital in Pax Silica

24:50 – Near vs. Long-Term Priorities

27:09 – Making AI Policy Durable

28:09 – How Policies Impact Entrepreneurs

31:00 – Trump’s Entrepreneurial Administration

33:00 – Why America is a Global Underdog

38:00 – Conclusion