• Home
  • Technology
  • Gaming
  • Entertainment
  • World & Business
  • Science
  • Sports
  • AI
HomeTechnologyGamingEntertainmentWorld & BusinessScienceSportsAI
AI

O'Shaughnessy Holds Second Conversation With Sarah Guo

Investor shares details of second talk with Conviction founder on AI progress.

sarah guoSG
Patrick OShaughnessyPO
3 Sources, 38d ago, first seen 38d ago

TLDR

Patrick O'Shaughnessy posted about his second conversation with Sarah Guo, founder of Conviction. The tweet states that Guo has been an early investor in many defining companies of this generation and ranks at the top of managers that LPs most want to invest with. O'Shaughnessy notes that Guo knows the small group of 250 people pushing the AI frontier and that the discussion covers what she sees.

Combined views

482.2K

3 Sources, first seen 38d ago

1.1K likes57 comments1.2K saves80 reposts

Combined views

482.2K

3 Sources, first seen 38d ago

1.1K likes57 comments1.2K saves80 reposts

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Featured Source

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Related

Cloudflare and the internet in the ‘agent age’

A user calls Cloudflare “core infrastructure for the internet” and says they’re excited to discuss the internet in the “agent age.”

A complaint that AI-generated decks “smell like total lack of thought”

A poster asks people to stop sending them AI-generated decks, saying the decks “smell like total lack of thought.”

Enigma AI Opens 100 Robots to Browser Control

Investors and AI researchers highlight the public launch of remotely operable physical robots.

3 Sources

Patrick OShaughnessy@patrick_oshagMy 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 Next38d
sarah guo@saranormoussat down with @patrick_oshag on Invest Like the Best to checkpoint the buildout of @Conviction (and the AI revolution)38d
    • Home
    • Technology
    • Gaming
    • Entertainment
    • World & Business
    • Science
    • Sports
    • AI
    Sarah GuoPatrick OShaughnessyConviction

    3 Sources

    Patrick OShaughnessy@patrick_oshagMy 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 Next38d
    sarah guo@saranormoussat down with @patrick_oshag on Invest Like the Best to checkpoint the buildout of @Conviction (and the AI revolution)38d
    Today's Rank

    —

    Not ranked yet

    Today's Rank

    —

    Not ranked yet