EPISODE · May 29, 2025 · 25 MIN
AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad
from No Priors: Artificial Intelligence | Technology | Startups · host Conviction
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
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AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad
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