Sarah Guo

Field trip to Rivian! https://t.co/ZcMTUQLGjZ

quarterback toughness does matter! epic win for Indiana also for those interested in curt cignetti https://t.co/tpRxlM38hV also on selection for “production over potential” https://t.co/QGlBxckHbj

why don’t the 5,000 engineers at Docusign annotate every doc with a little ai summary. I’m signing blindly multiple times a day and so are many of you and if someone says liability, <smack>

because of AI, is it easier to rapidly build a software business for 2 years and harder to hold onto it for 20?

If I interviewed some of the capital providers of this AI era (credit or infrastructure funds, sovereigns, masa son, family offices) who would you most be interested in hearing from?

Do your work, then step back. The only path to serenity.

.@emilmichael (the Department of War CTO) is a total force of nature. our discussion with him, how the biggest organization in the world is going fast, the pentagon’s AI strategy, and rebuilding the American Defense Industrial Base

some of my very favorite humans, career-making place to learn to build (and sell) value in this strange new AI world. hiring on all fronts

founders be claude-ing their way into $100M of SaaS ARR and then discovering the final boss is enterprise procurement. which is apparently still immune to intelligence 🤦‍♀️

💥 breakthrough team helping the world’s best brands get their products right👇 Listen = a chance to understand customers like never before high @conviction move to back Alfred & Florian again w/fuel for the future! cc: @mvernal @pranavreddy & friends @sequoia @RibbitCapital

.@openevidence’s Daniel Nadler on medical superintelligence “You can imagine a world where every patient and their GP…is the front door to an ensemble of digital twins: AI sub-experts trained, each of them in a very different way…[a neurologist, dermatologist, oncologist]” Coverage of his talk https://t.co/TgZYBUxklY

we are building some new tools internally to search for particular ideas, signal on founders, etc. but let’s keep it simple, all I want to know is who is 180 IQ with a vendetta

Everyone has that one very smart friend who also believes in conspiracy theories

.@nayakkayak from Harvey about the potential shape of collaborative intelligence products (and how our tools will reshape our organizations)

one of the all time best tactics for getting something I dread done remains setting a 25' pomodoro timer and racing just to do as much as possible in that block

BANGER @NoPriorsPod with Jensen Huang $NVDA to start the year. "Without energy, there can be no new industry. we've been energy-starved now for what, a decade? if not for the fact that @POTUS reversed that narrative, we would be completely screwed." https://t.co/UWFYRAiiaH https://t.co/F4WnZdP4oY or anywhere you get your podcasts

this, or follow your curiosity

Relevance Decays

Venture investing is unusually time-dependent. Early-stage judgment depends on live context: who is building now, what has recently become possible, and what excellence looks like at inception. It is less like accumulated wisdom and more like an athlete’s motion, learned through repetition, strengthened by use, quietly lost through disuse, and constantly evolving as the global standard of play changes. That judgment only stays sharp through sustained exposure. Being in market—meeting founders, seeing incomplete ideas, and engaging with new technical primitives—is not a sourcing tactic; it is the work. The “time = 0” problem is especially acu…

Just published an essay, just edited a friend's essay this weekend. Realized I am hypersensitive to rhetorical crutches now. It all reads to me like AI slop, even when I see it hand-written by a human

1/ new essay: AI Adoption is a coordination problem. People adapt to AI faster than organizations do. That gap explains most of the confusion about “slow” AI adoption. 2/ Individually, adoption is fast. People use AI to write, learn, plan, and build because it makes their work better. Once you’ve worked with better tools, you don’t go back. 3/ At work, the calculus changes. The unspoken worry isn’t that AI won’t work—it’s that it will, and the people who make it work first (or even provide "human data" and "traces") won’t be the ones who benefit. 4/ Enterprises slow things down because real change is costly to coordinate, collides with en…

I use unregulated peptides

we must struggle

an inspired view of the organizations to come

1/ One productivity question stuck in my head: when AI can draft, explain, and propose solutions on demand (across a huge terrain!), what still has to live in your head for that to turn into real work, rather than a pile of plausible slop? 2/ Now you can wander into a field you barely know and still coax out ideas that feel specific, original, and coherent. But the moment the idea appears, you run into the tough bit: is it true, is it actually new, what’s it assuming, is it meaningful? 3/ Most obvious in software. You can vibe code a LOT (until state, edge cases, security, performance, integration, or debugging show up). And then there's a …

time to read all your bookmarks 📕

it's end of year planning! open roles at our small team at @conviction: - engineering - general creatives (experience, storytelling, design) - investing - always happy to have amazing operators camp with us referrers may get to name my next child short of that, can enjoy a vacation home :)

Field reports > feed reports. A lot of AI “analysis” today is just the same circulating threads from people with zero primary access... but a lot of confidence. The result is a market-wide group chat that ends up driving the narrative. Careful! that narrative would have led you to believe in '23-'25 - OSS foundation models will never matter - no value in the AI app layer - scaling pre-training is all there is - scaling pre-training is at an end

Reading Incentives Without Losing Your Soul

There's a particular kind of cleverness that gets celebrated in startup circles: the ability to see through everything. To identify the "real" motivation behind every action. To reduce human behavior to a simple calculus of self-interest. This usually gets called being "clear-eyed about incentives." Often it's just cynicism wearing a Patagonia vest. Understanding incentive structures genuinely matters. If you're building a company or investing in one, you need to think carefully about why people do what they do. You need to design compensation that rewards the outcomes you want. You need to anticipate how partnerships might evolve when inter…

it’s Christmas in the temple of tech 🎅

it’s winter in LA https://t.co/4hqwBzU1yd