Sarah Guo
Venture investor and co-host of the No Priors AI podcast.
- Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella
- Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan
- The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud
“I'm an investor in a company called Sunday... one thing that we deeply believe in this company is you can't imagine the distribution. As soon as you make contact with the physical world, you're like, man, if we're trying to do the dishes, why is a cat in the dishwasher?”
Source→“Many people now that I know are hiring people more in their 30s, 40s, 50s because they're used to managing teams. And I think that transfers directly over to managing agents.”
Source→“Sarah Guo directly challenges this: she 'challenges the belief that only dominant infrastructure companies remain investable in the current market cycle. The argument centers on capabilities and advantages that cannot be easily replicated through scale or training data alone.'”
“Represents the vertical AI application opportunity Sarah Guo alludes to.”
“You started Evolutionary Scale and you'd raised venture and you were making progress in your models. What was the pitch from Mark and Priscilla where you said, like, that's actually the right way to go after the mission?”
Source→“There are companies like Open Evidence. I think that is happening.”
Source→“Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan”
Source→“Your co-founder, Gil, came out of building synthetic data and working at NVIDIA. Like, how do you characterize the talent at Onyx as particularly good at?”
Source→“Sarah Guo built Conviction's brand around demonstrable network (strategic associations with Nvidia and OpenAI), a published worldview (LP letters, public positions), and partner visibility rather than institutional brand.”
“Podcast episode from No Priors featuring Elad Gil and Sarah Guo, interviewing Tuhin Srivastava on AI inference.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.