Guest

Sarah Guo

Organizations

Convictionfounder

Interviews

Conviction's Sarah Guo on the SaaSpocalypse, AI reskilling as a venture opportunity, and the coming ChatGPT moment for robotics

Sarah Guo on neo labs, AI trading, storytelling, and what she's watching heading into 2026

Sarah Guo on AI investing: capabilities are still underhyped, but most companies are 'wrongly hyped'

Mentions

Sequoia's Andrew Reed on sourcing generational investments: ElevenLabs, Vanta, Figma, and the craft of board work

Sequoia names Alfred Lin and Pat Grady as new stewards — WSJ takes shots at Roloff Bota's write-offs

Andreessen Horowitz leads $2B seed round for Mira Murati's Thinking Machines Lab at $10B valuation

Big tech's AI midlife crisis: Google, Apple, Meta, and Tesla all grappling with the innovator's dilemma