Uncapped with Jack Altman
Uncapped #5 | Sarah Guo from Conviction
Conversations with people I admire about things I’m genuinely interested in.
Show Notes
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I was pumped to chat this week with Sarah Guo. Sarah is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. Some of her investments include Harvey, Mistral AI, Sierra, Cognition, HeyGen, and Cartesia, among others. Prior to 2022, she spent nearly a decade incubating and investing as a General Partner at Greylock Partners. Sarah co-hosts a podcast with Elad Gil called No Priors where they discuss the AI revolution.
We covered:
Compounding qualities of enduring firms
Brand building in the current market
Taking risk by having an opinion
Learnings from her time at Greylock
AI discourse compared to previous cycles
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Timestamps:
() Intro
() What a VC firm is at its core
() Compounding qualities of enduring firms
() Intentionality behind building Conviction’s brand
() Correlation or causation between brands and returns
() Shape of the current VC market
() Learnings from experience at Greylock
() Market vs founder driven
() AI conversation shifting from inputs to outputs
() More billion dollar companies than ever before
() Agency being the last human resource
() Important skills for kids to learn
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