Sarah Guo

nothing as humbling as having kids

celebrate science

Really excited to interview @satyanadella tomorrow at @Microsoft Build, in a special live @NoPriorsPod. Questions?

Congrats to my friend @schrep on the launch of his first institutional fund! He is the consummate technologist, ahead of the curve with the physical economy thesis behind @gigascale, fully trustworthy and huge fun to work with. Get this man on your cap table.

reflexivity! watch all the investor load back into software

thanks for the profile, rashi! i look friendlier IRL

sierra took a HUGE early bet on outcomes-based pricing. when the hammer of reality comes down on tokenmaxxing, the companies best aligned with their customers will benefit https://t.co/AGhLHgVPZJ

more than ever, our scaling companies are hiring founders. they are ambitious to drive pace and grow fitter organizations, which requires distributed decision making (...more agency and ownership, better judgement) sometimes the most ambitious thing is to join a winning team with the huge mission and lots of hills still to climb, rather than continue to locally maximize. 📞 me

AI is largely frozen after deployment. That has to change. Excited that my partners at Conviction (@mvernal @igarciacamargo) are backing @TrajectoryLabs as they help companies improve agents based on signals from real world interactions.

no customers wants a chatbot that reads from help docs, they want a resolution (an agent able to take actions on your behalf to fix the issue, using internal systems as their tools)

have model? can serve

Our first office mate for @Conviction and awesome friend, founder and company backer!

Every startup wants frontier chip perf because it allows you to do new things. The current generation of coding agents would not have happened with hardware from 3 years ago. Startups are also important to @nvidia! https://t.co/zCwrqIGDj6 They are the tip of the spear, and they grow into a more diverse set of customers. 10,000 flowers blooming is good for Nvidia and good for society. We @conviction bought compute directly and work with a range of partners (@baseten, @AnthropicAI, @OpenAI) to make sure our startups have access to tokens to fuel innovation. Increasingly, startups are post training open source models to differentiate their offe…

The wonderful @andrewdfeldman founder @cerebras: “the market for slow inference is zero” Full @NoPriorsPod interview on YouTube (why be public, the ipo, workloads, OpenAI deal, where they go from here) https://t.co/ZdsJpVRIE6 https://t.co/8WWRVacz6O

working with @DannieHerz as an operator is a huge honor. she talks about what she's learned about building killer teams (especially GTM) in the AI-speed era, at @baseten @sequoia @SlackHQ @hubspot

pro tip for every concession stand for every kids event ever: serve coffee, you’ll make a mint

all I want is for my notes/content repo to be: 1. simple, reliable, fast 2. take recordings and do transcription/ASR 3. legible to code agents 4. enable more content creation (.md guidance) w/repo 5. not trap me in weird proprietary agent-building gui 6. sharing/permissions

Congrats on IPO day to @andrewdfeldman, @ericvishria and my many friends on the cerebras team/cap table. amazing story of resilience, technical innovation, luck and some very long term bets

anyone 20-30 in SF want to be in dating app ad tomorrow eve?

The starting premise @Conviction was that AI (general models at scale) were a broad shift in computing. This has come to pass But the way AI benefits many users more powerfully is going to be more distributed product/research work, in partnership with humans who do the work

2026 prediction: the inference hunger of long-horizon agents will drive a large number of domain-focused AI companies to post-train. coding was just first

.@ScottWu46 giving me, @mvernal & @pranavreddy a pre-launch Devin demo in the living room of a weird house in Palo Alto will forever be etched in my memory. Read this @colossusmag profile on Scott, the special team @cognition, and predicting the future https://t.co/iiGrdz7fsR

the fud will really get you if you don’t do real diligence these days. more shenanigans in fundraising than I’ve ever seen. stay safe friends

"if we have all the compute, good luck running inference" from new @NoPriorsPod with @tuhinone, founder @baseten on the new AI compute landscape. full interview linked https://t.co/WsrJkgQql9 Youtube https://t.co/FOkMkj7vkF or anywhere you get podcasts

LAB is the first long-horizon, open-source legal agent benchmark, from @harvey. it will help legal teams answer "what can legal agents do today?", plan deployment, and design human-agent cooperation. autonomous legal is a deep domain, and a good benchmark can accelerate progress

it's always caching or dns

when your friends “don’t know anything” https://t.co/w5fIXej1dO

Excited to speak at my friend @erikbryn’s ECON 295/CS 323 class at @Stanford today. Questions? https://t.co/luKB6QoSsG

Total customer service fail from @apple. Never paying for AppleCare+ plan again. I requested replacement — but my model is not in stock. No communication. Was charged the service fee, 20 days and many phone calls later, no ETA on new phone (and can’t just choose a different one).

.@gradypb opening @sequoia AI Ascent event. This is AGI! advice for founders competing w/ the labs for the $10T of market opportunity: 1. get MAD (Moats, Affordances, Distribution) 2. approach every part of the merchandising cycle customer-back (rather than technology-forward) https://t.co/ECFzSRlWlT