In this episode of No Priors, Sarah and Elad unpack the current state of the AI market - whether it’s consolidating, what’s enabling or blocking key mergers, and where the most promising untapped opportunities lie, particularly in biotech. They also explore the rise of world models and how AI’s novel methods for understanding complex systems may ultimately reshape how humans approach discovery and problem-solving.

Show Notes:

0:00 Is the AI market consolidating into clear winners? + the physics of the current landscape

7:01 Why more companies don’t merge (even when it makes sense)

10:09 Exploring biotech’s biggest commercial opportunities and the challenges founders face

17:14 Building world models

21:34 How AI is expanding the way humans reason, design, and evolve systems

Friday, March 14, 2025