Sarah Guo

NO MORE DEMOS DEPLOYMENT ONLY

excited to have sensei @karpathy back on @nopriorspod tomorrow. what wisdom shall we glean? (yes, yes, wth is going on with coding agents)

not priced in: recreational building is so much *fun* the developers have always enjoyed, but people didn’t believe that applied to everyone when your tools are powerful, it unlocks new audiences (non technical folks) and makes it more fun for the existing engineers I feel like I have a bazooka instead of a nerf gun. A fleet of bazookas

this is a real instinct

3.11 in NYC: @Conviction’s “Mixture of Experts” ✨a curated set of the founders you need to know in AI, pitching you (engineer, researcher, product person) their company to join 💫 https://t.co/hXUsZctqfH https://t.co/MtPXwMCHyo

my, myself and claude https://t.co/5CBfvXEfCW

the CEOs with guts are going to do this and thus shape the narrative that they’re an ai winner but some of it is going to be air cover for having simply overhired in the (now over) age of free money

there’s actually a whole raft of tech companies where if the founders are not AI wartime you should abandon ship real fast

my first impression of Kaz years ago was “what a madman. how can I be in business with him”

businesses that Charlie Munger would have put in the “too hard” are worth trying when you have new advantages (eg 100x engineering capacity)

Congrats to @philipkiely on Inference Engineering book launch! Democratizing the technical layer that powers the biggest change in computing in decades. And starting off @baseten’s publishing house. In his spare time. https://t.co/A0Y40I6ycy https://t.co/EsOeCE5A6v 🤩 it’s beautiful 🤩

Last 5 AI-native startup ideas from us @Conviction before Embed apps close (robotics cert, red-teaming chips, materializing institutional memory, physics sim, and getting assurance on abundant generated code) https://t.co/9ykAggZY9P Embed AI Grant is the best deal for elite AI startups, 10 teams, 2x a year: - $250K in cash (uncapped SAFE) - $1M of credits - retreat with founders, builders/research leaders - community working at the frontier - investor demos with every top VC firm https://t.co/gdxho7JVX2 full list of ideas we're pondering at https://t.co/CYumKSnlp0

I feel like this dramatically underweights @8enmann’s work at Labs…and @AnthropicAI as an org making space for Labs to cook

.@zackmziegler cofounder CTO @openevidence talks to @niki4conviction on how unhinged recruiting practices selected for folks who would push boundaries in Conviction's new podcast that explores building legendary teams -- "Good Company" https://t.co/WK5BKnutBu First 3 episodes at https://t.co/T0QubFwkEm

wow do coding agents show us how repetitive programming was before

Deadline for @conviction Embed ($250K grant, compute and tools credits, community and mentorship program for the 10 best AI startups) extended to Monday 11:59PM PT. As is tradition, here are some of startup ideas we've been pondering and cooking -- apply if you are too! https://t.co/kpoftevR6H https://t.co/jIKHXfHK68 more ideas at https://t.co/tXfsp49ism

the one in which @eladgil and I discuss the SaaSpocalypse, who should have all that market cap, growth vs. durability, software abundance, and slop-in-production https://t.co/BBYyGZmWrU full episode of @NoPriorsPod on YouTube or anywhere you get your podcasts https://t.co/f5T4nKJMF7

One of the strongest predictors of startup success is the ability to attract exceptional talent. At @Conviction, our Talent Team helps the next gen of category-defining companies build the talent density that wins markets. Excited for @niki4conviction to launch "Good Company" -- podcast where we talk to founders and operators about what it takes to recruit, scale and outperform.

finally settled the question of what @harvey's named for turns out you can just recruit the partners you want

AI Naive: use agents to try to solve the problem. AI Native: use agents to fix the missing data and scattered context that make the problem hard.

I have so many assistants I need a general manager

friends become trolls in the age of ai https://t.co/hQFETSbN7k

hi! if you want to work at some of the most interesting startups in AI, come to our next mixture-of-experts event at @conviction and hear from the founders of Harmonic, Worktrace, Sunday, Treehouse and Trajectory https://t.co/ZL7mdnszUl more about it https://t.co/ALq9mZY19O

“The compute used in our post-training of Composer 1.5 even surpasses the amount used to pretrain the base model.”

Very hard without enough observation to have intuition for when something is directionally true but temporally false I am sure the models will improve on this dimension, as every other

🧑‍🍳 💋

the divergence of opinion in how robotics plays out is one of the biggest money making (and career making) opportunities in AI

In order to have a sense of AI adoption right now, you really need to have one foot at the bleeding edge with the kids Wispr-ing through a mic at Devin all day and one foot in the 99% enterprise world where they’re still debating the merits of leaving “bundled-MSFT-ELA-Copilot”

fan of mamoon hamid. great investor, human, leader -- look forward to finding another board with him

Code is suddenly cheap! What’s scarce is deciding what software should do—and under what constraints. I wrote down some thoughts about why engineering leverage is shifting away from typing code and toward making intent scalable