Cover art for Invest Like the Best with Patrick O'Shaughnessy

Sarah Guo - What the 250 People Building AI Believe

Invest Like the Best with Patrick O'Shaughnessy

Published
September 1, 2026
Duration
59:46
Summary source
description
Last updated
Sep 1, 2026

Discusses ai, investing.

Summary

My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining the frontier. In this conversation, we go inside that frontier: what the small…

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Show notes

My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining the frontier. In this conversation, we go inside that frontier: what the small group of people actually building AI believe right now, why some of the field's best researchers are wrestling with their own sense of purpose

Themes

  • ai
  • investing