// OVERVIEW
VC firm founded by Sarah Guo, focused on AI investments, known for partner-first brand-building.
Discussed in
- Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.
- 💥Anatomy of a Great VC Career, New Battleground in GTM, Rogue Agents in VC, The Software Barbell & More
- 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
- The World of Atoms, Not Bits⚛️, The VC Liquidity Crunch💸, From Prompts to Orchestration🛠️
- 💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More
// RECENT MENTIONS
// SIGNALS
18 SIGNALS
01
mention·20VC·OCTOBER 5, 2026
“How big was Sarah's fund? I want to say 200... she found a way to be in some of the most interesting companies early.”
Source→02
funding·PostRound·OCTOBER 5, 2026
“Alma... $17 million, 9 investors including NEA and NFX”
03
mention·Newcomer Newsletter·SEPTEMBER 25, 2026
“For emerging managers, Conviction was the runaway hit with 12 votes — no other fund got more than 2.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.