Sarah Guo

Bernie Sanders does not want Americans to have intelligence

Let us have “the conviction to translate [American innovation] into action and progress for the next 250 years” — @zebulgar @CGarrett_15 @jacobhelberg opening Hill & Valley ‘26 https://t.co/oDUoDGb1cj

watching claude try to use the browser...are websites being adversarial to computer use on purpose? or is CUA still that bad

any nontechnical folks want to get more comfortable/powerful in their use of AI and want to be a beta user on something I made?

ICYMI: podcast with @karpathy last Friday on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects — link👇 https://t.co/gVgZQxb2p6 https://t.co/pokLCzWHRh https://t.co/9XaZzJPpP7 https://t.co/3y7b83esvD

is talking to a model fine-tuned on your own thoughts (say, for investment judgement) a sign of madness? given this kind of iteration can help models, maybe it helps humans "silicon ducking" instead of rubber ducking

Caught up with @karpathy for a new @NoPriorsPod: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What Mastery of Coding Agents Looks Like 11:16 - Second Order Effects of Coding Agents 15:51 - Why AutoResearch 22:45 - Relevant Skills in the AI Era 28:25 - Model Speciation 32:30 - Collaboration Surfaces for Humans and AI 37:28 - Analysis of Jobs Market Data 48:25 - Open vs. Closed Source Models 53:51 - Autonomous Robotics and Atoms 1:00:59 - MicroGPT and Agentic Education 1:0…

Many tech incumbents are guilty of two sins in the AI era: 1. stack fallacy - assumption they have all the “ingredients” so we can compete (but system sucks) 2. too slow to realize talent they have != talent they need, until they’ve lost market cap necessary to make acquisitions/hires

ICYMI, last week’s No Priors: Notion founder @simonlast on the company’s expanded vision, given rapidly growing ai capabilities

The incredible team @latent_health raised $80M to help patients get treatment, and unlock scale in healthcare providers with AI. Love working with them. We’re hiring!!!

Friends in Israel welcomed their baby today in an underground bunker. In the midst of war, their resilience astounds me. Sending love and hoping for safer days ahead 🤍

Jensen believes in the growth of our humanity, not in its replacement

guys it's a 🔥 lineup for @Conviction Embed retreat: @btaylor (Founder, Sierra & Chairman, OpenAI) @mikeyk (Labs, Anthropic & Founder, Instagram) @parkerconrad (Founder, Rippling) @zackmziegler (Founder, OpenEvidence) John Haddock (Chief Business Officer, Harvey) @GuptaRK22 (Founder, Ithaca) @Karpathy (Sensei, Researcher) @milichab (Cursor, xAI)

AI-for-science will be glorious

you'd be so lucky to work with this person (and this team)

An AI agent can now discover a tool on the internet, call it, and take action in production. Two years ago unthinkable, today that's a slow Tuesday night. Every enterprise will need a control plane for AI -- we backed @maximbarkogan, Gil Elbaz and team Onyx (with @giliraanan and $40M) to build it.

maxim's introduction here! https://t.co/bfhzOX6HPy

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