Press Space to continue
Investors and founders operating in AI must develop independent
Press Space to continue
Sarah thinks it's dangerous to invest in today's biggest bets based on pedigree alone, without a point of view on the business: "I was talking to one of our founders and explaining that the quality of their storytelling and their ability to make the company's bets legible to investors is obviously very important to their success. All of the capital is not research scientists. So it's on entrepreneurs to go explain their story. But it varies how much fundamental understanding there…
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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