VC firm founded by Sarah Guo, focused on AI investments, known for partner-first brand-building.
- Guillermo Rauch on the Software Factory🧠, Always-On GTM Team🤖, How SaaS Companies Are Positioning Around Claude🥊
- Sarah Guo Is Betting Nearly a Billion Dollars That the AI Labs Cannot Build Everything
- The Trump Administration Demands Anthropic Guarantee Mythos Can't Be Hacked
- 💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More
- Google Employee Charged with Polymarket Fraud
“Conviction's Sarah Guo is betting that the largest AI opportunities will sit above foundation models, despite capital concentrating heavily in a few model companies.”
Source→“Everything so far is prologue, because not one company in the portfolio has yet rung the bell on a public exchange. Until one of them does, the most rigorously argued position in venture capital is still a very expensive opinion held with unusual… conviction.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.