Investor
Conviction
Venture firm focused on AI-native companies across the AI stack, from infrastructure to applications
Venture Capital
Portfolio Companies (10)
News
Interviews (4)
Conviction's Sarah Guo on the SaaSpocalypse, AI reskilling as a venture opportunity, and the coming ChatGPT moment for robotics
24 Mar 2026
Sarah Guo on neo labs, AI trading, storytelling, and what she's watching heading into 2026
17 Dec 2025
Mike Vernal on what Facebook taught him about patience — and why big tech is too risk-averse to fix email
21 Apr 2025
Sarah Guo on AI investing: capabilities are still underhyped, but most companies are 'wrongly hyped'
2 Apr 2025