Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI

More from No Priors: Artificial Intelligence | Technology | Startups All episodes →

1. 

   S1 · E156 · 1 May 2026 · 43 min

   Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

   Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x growth, and why inference is becoming the strategic “last market.” Tuhin Srivastava argues the application layer will persist because companies with unique user signals can encode value into workflows and post-train specialized models, citing examples like Abridge and support workflows. The conversation covers GPU capacity constraints, Baseten’s multi-cloud fabric across 18 clouds and 90 clusters, long-term contracting dynamics, the importance of…

2. 

   S1 · E158 · 23 Apr 2026 · 46 min

   SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig

   More than fifty years ago, the modern idea of the standard enterprise software was birthed at SAP. Now, after managing companies through technological shifts from the mainframe to mobile, SAP is at the forefront of closing the AI adoption gap for their customers. SAP Chief Technology Officer Philipp Herzig joins Sarah Guo to talk about how SAP has remained a durable end-to-end “operating system” for its more than 400,000 customers from finance to supply chain. Philipp argues that the AI transition in businesses should focus on customer outcomes, UI changes, business processes, and the data…

3. 

   S1 · E157 · 17 Apr 2026 · 57 min

   Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott

   Few teens are business owners, but by age 16, Bill McDermott had purchased and was running a local deli. Now he runs leading global technology powerhouse ServiceNow, a company that is defining how the world’s largest organizations transform for the digital age. Sarah Guo sits down with ServiceNow CEO Bill McDermott to discuss his journey from child entrepreneur to CEO, and how he navigates his role as a leader in the age of AI. Bill argues that human connection is still a vital part of being a successful leader, and as such, AI must be used to serve people rather than substitute for…

4. 

   S1 · E156 · 9 Apr 2026 · 44 min

   The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

   AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic “operating system” designed for a world where machines drive the real economy. Circle co-founder and CEO Jeremy Allaire joins Elad Gil to dive into the future of programmable money and the agentic economy. Jeremy explains why traditional banking fails to support the needs of AI agents, and how stablecoins like USDC facilitate an internet-native economy. They also discuss the tokenization of real-world assets, the move toward…

5. 

   3 Apr 2026 · 29 min

   AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus

   What happens when you apply the scaling laws of large language models to the physical work of atoms? Elad Gil sits down with Liam Fedus, co-founder at Periodic Labs, which is pioneering an AI foundation lab for atoms. Liam discusses how he pivoted from dark matter physics research to the front lines of artificial intelligence, including stints at Google Brain and working on ChatGPT at OpenAI. He talks about how Periodic is connecting massive language models to the physical world to overcome data bottlenecks in material science. Liam also shares how they use language models as an…

6. 

   S1 · E153 · 12 Mar 2026 · 29 min

   From Coder to Manager: Navigating the Shift to Agentic Engineering with Notion Co-Founder Simon Last

   Notion isn’t designing AI agents that just use tools. Their agents can autonomously build their own integrations, as well as write the code needed to finish a task. Sarah Guo sits down with Notion Co-Founder Simon Last to explore Notion’s rapid evolution from a simple writing assistant to a sophisticated platform for custom AI agents. Simon discusses the technical hurdles of indexing disparate data from sources like Slack and Google Drive, as well as the internal shift toward using coding agents to build Notion itself. Plus, Simon elaborates on what he sees as a fundamental transition in…

7. 

   S1 · E152 · 26 Feb 2026 · 36 min

   How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari

   By the end of 2026, AI capital expenditure is projected to hit nearly $700 billion. The question isn’t who has the best model, but who has the most creative financing to build out AI infrastructure and beyond. Sarah Guo is joined by Neil Tiwari, Managing Director at Magnetar Capital, a financial innovator helping the AI industry scale from billions to trillions of dollars in CapEx. Neil explains some of the debt structures used to finance massive GPU clusters, who is taking the risk, and how the industry is maturing. Sarah and Neil also discuss how power distribution, energy storage, and…

8. 

   S1 · E151 · 19 Feb 2026 · 41 min

   From SaaS to AI-First: How Companies Are Reshaping Innovation

   In this episode of No Priors, Sarah and Elad dive into the evolving landscape of software, exploring how AI is transforming the traditional SaaS model. They discuss whether SaaS as we know it is coming to an end, what new business and sales strategies are emerging, and how AI is reshaping the way software is built, sold, and scaled. The conversation also examines whether or not these shifts are a good thing for both big and small companies, and how coders and software experts are reacting to abrupt AI transitions. They also dig into how AI is reshaping sales, automating workflows, and…

9. 

   S1 · E150 · 12 Feb 2026 · 32 min

   Rivian’s Roadmap to AI Architecture and Autonomy with Founder and CEO RJ Scaringe

   Autonomous vehicle technology has moved past human-coded rules and into an era of neural networks and custom computer chips. And to solve the most difficult driving scenarios, electric vehicle company Rivian abandoned its original technology platform to build a vertically integrated data stack. Sarah Guo sits down with Rivian Founder and CEO RJ Scaringe to explore the seismic shift in the automotive industry toward AI-driven, software-defined vehicles . RJ discusses the move away from function or domain-based architecture for vehicle electronic systems to software-defined architecture, which…

10. 

    S1 · E149 · 5 Feb 2026 · 44 min

    Introducing 4D Creation Open Beta: NPCs, 4D Worlds, and the Future of Gaming with Roblox CEO Dave Baszucki

    From “virtual doppelgängers” to “real-time dreaming,” online gaming platform Roblox is using AI technology to build the “Holodeck” envisioned in science fiction decades ago. Sarah Guo and Elad Gil sit down with Roblox CEO Dave Baszucki at Roblox headquarters to explore the intersection of AI, physics simulation, and the future of human connection. Dave discusses the evolution of the 4D creation tool in Roblox, a high-fidelity simulation that enables thousands of people to interact in real-time with photo-realistic graphics and acoustic physics. Dave reveals how Roblox is leveraging 13…