No Priors: AI, Machine Learning, Tech, & Startups

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 compute. Rene explains Arm’s position in the chip supply chain, and how Arm transitioned from an IP licensing model to producing physical chips like the Arm AGI CPU for Meta. He also discusses bottlenecks in hardware supply chains, SoftBank’s ecosystem and capital strategy, why US semiconductor manufacturing independence is critical, the future of robotics, and why CPUs remain crucial for executing AI workloads.

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Chapters:
00:00 – Cold Open Trailer
00:49 – Rene Haas Introduction
01:14 – Arm and Chip Supply Chain
02:37 – Shift from IP to Manufacturing CPUs
04:23 – CPU IP and Customers
06:55 – AI Adoption at Arm
10:15 – Changes in Chip Time to Market
13:27 – Data Center Buildout Bottleneck
15:13 – Softbank Leverage and Capital Strategy
17:43 – Softbank Portfolio Overview
20:13 – Robotics Opportunities for Arm
24:49 – US Manufacturing Protectionism
28:59 – Data Center Backlash
32:30 – Arm Outlook
33:31 – CPU Opportunity
37:06 – Conclusion

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 a company’s protective moat. Eon CEO / Co-Founder Ofir Ehrlich and President / Co-Founder Gonen Stein join Elad Gil to talk about how Eon is redefining cloud backup into a secure data foundation designed to power and protect enterprise AI. Ofir and Gonen discuss why historical enterprise data is in demand by AI labs, and how Eon facilitates access to scattered and locked data across business units through providing the mapping, classification, and access controls needed to connect it into AI workflows. They also explore how traditional ransomware defenses must now protect against rogue AI agents with legitimate system permissions, concerns around the influx of autonomous agents and non-human identities, and the implications for the breakneck speed of AI adoption compared to the slowness of the cloud era.

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Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Eon_io_ | @OfirEhrlich

Chapters:
00:00 – Cold Open Trailer
00:59 – Ofir Ehrlich and Gonen Stein Introduction
01:27 – What Eon Does
02:41 – Data as Moat
06:43 – Training Agents with Good Data
09:39 – Data is the New Oil
15:00 – Autonomous Security Threats
18:15 – How Agents Change the Enterprise Stack
22:11 – Re-imagining Data Infrastructure
27:52 – Cloud vs. AI Era Shift
30:26 – How AI is Changing Companies
34:31 – Conclusion