Sarah Guo and Elad Gil on startup ambition, AI compute, and regulatory capture

In this No Priors conversation, Sarah Guo and Elad Gil examine how founders should think about building trillion-dollar companies while frontier AI labs reshape startup strategy. They connect market size, outcome-based pricing, exit decisions, research burnout, compute constraints, regulatory capture, and the tradeoff between safety and technological progress. The discussion matters because founder ambition and public policy will help determine whether AI expands competitive markets or concentrates power around today’s largest labs and incumbents.