Press Space to continue
This framework matters because it shifts focus from reflexive
Press Space to continue
Sarah Guo on being contrarian: "Unlike my good friends at Founders Fund, I don't have an instinct to be contrarian. But it is so fundamental to decide what you think and not worry too much about what other people think. And 'other people' is like the dominant narratives of the period, or even what different players in the ecosystem that are really important, declare one way or another. I think you just need to find the truth. If you find the truth and it's wrongly priced and you hold…
Patrick OShaughnessy@patrick_oshagSep 1
My second conversation with Sarah Guo (@saranormous), founder of Conviction. Sarah's been early to many of this generation's defining companies, and is constantly ranked at the top of the managers LPs most want to invest with. She knows the small group of 250 people pushing the AI frontier and we discuss what she sees from that vantage point: - What the people building AI actually believe right now - How close we are to robots in the home - The case against an AI monopoly - Why she's bullish on bio x AI - Building Conviction @domcooke wrote the definitive profile of Sarah and Conviction for @colossusmag: "Sarah's Wager". Link in comments. Enjoy! TIMESTAMPS 0:00 Intro 1:08 Investing Through the AI Boom 12:06 What AI Researchers Believe 15:44 Compute, Capital & Robotics 24:03 How Sarah Makes Investments 39:24 The Case for Open Source 49:01 America’s Compute Independence 51:32 AI’s New Investment Markets 59:36 Finding Truth & What’s Next
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