Hyperscaler strategy in AI, the application landscape heats up, and what we know now about agents with Sarah and Elad

This week on a host-only episode of No Priors, Sarah and Elad discuss the AI wave as compared to the internet wave, the current state of AI investing, the foundation model landscape, voice and video AI, advances in agentic systems, prosumer applications, and the Microsoft/Inflection deal. Have a question for our next host-only episode or feedback for our team? Reach out to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil  Show Notes:  (0:00) Intro (0:32) How to think about scaling in 2024 (3:21) Microsoft/Inflection deal (5:28) Voice cloning (7:02) Investing climate (12:50) Whitespace in AI (16:36) AI video landscape (19:54) Agentic user experiences (22:21) Prosumer as the first wave of application AI