Press Space to continue
This mindset shift—driven by expectations of exponential
Press Space to continue
Sarah tries to know the 250 or so people pushing the frontier of AI research. I asked her what's changed in how that group is thinking in the last 6 months: "I don't think every researcher doing frontier work at these labs feels like they're essential to the machine. With recursive self-improvement of AI research models that can improve the models themselves, we are a 1-2 years away from some sort of exponential intelligence. That belief is new within the last 12 months for a lot of…
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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