Sarah Guo

generalized robotics is finally happening and I couldn't be more excited

never bet against America https://t.co/7RIWKZ7gUu

don’t be afraid to get dressed: in my early 20s, I dressed more in the Silicon Valley uniform (company t-shirt, hoodie, jeans) - because a friend told me not to “scare the engineers by reminding them you’re a woman” and because I looked even younger than I was, and felt nervous about being taken seriously after meeting, working with, and befriending some very “serious people,” I dress how I want — and love to help friends and founders glow up their style game own of my very favorite things about the tech ecosystem (and engineers in general) is its attitude of fundamental meritocracy. most people care about the quality and interestingness o…

I would pay a premium for airlines to make half as many announcements

such a huge advantage in the willingness to...read

CONGRATS FIGMA

@AskVy @ehsanik @sethbannon @NoPriorsPod we've already done 4 of these 5 (need Demis!)

underestimated: the number of customer deals for startups really driven by founders, even at $50-100M+ of ARR

Tonight’s Mixture-of-Experts talent event at @Conviction https://t.co/EyMdE6mtiK

not yet written about, but funny - there are now folks helping researchers negotiate their comp packages and taking a fee. like agents for athletes

what's the best "AI lookalike" search for people these days. or linkedin crawler/data API

Really large number of VCs celebrating the 4th in…France

amazing release from the chai team, moving the pharma industry forward from discovery to engineering. 15% binding (!) in the lab from zero-shot AI antibody design model. this two magnitudes better than current industry expectations @joshim5 @jackdent @Mattmcpartlon1 @j_boitreaud 👏 huge kudos to this uniquely talented and tiny team. Some trivia - Josh’s original referral into Embed was from another AI founder, whose recommendation amounted to “I don’t know anything about bio, but that guy is human will embodied” Josh and Jack were CS pset partners at Harvard, ofc Jack and I went on a 3 hour walk the first time we met (talking mostly abou…

taking a research intern for the summer! 1) work at @conviction portfolio companies 2) work on AI tools for investing 3) propose research projects useful to the AI startup community - compute available send papers to: sarah at conviction subject: cracked research intern or projects! see portfolio at https://t.co/SNGwN9n9O8 Oh sorry to clarify— this isn’t “research” like deep research, this is AI research

100% intern to portfolio company pipeline so far 🫠😓

apologies -- we have closed registration for Monday's event, have application rate >5x our capacity. please apply at https://t.co/MxEcca8Wh2 for our next Mixture-of-Experts talent event (August)

New @NoPriorsPod with @pushmeet @matejbalog from DeepMind AlphaEvolve on: *ai co-scientists *improving matrix multiplication *reclaiming ~1% of google compute *can AI discover new knowledge? *evolutionary algorithms https://t.co/3ujG1JAdL2 full interview (or Spotify) https://t.co/BD2mRgSgvR

hi, it’s me, social choice nerd calling in!!! For anyone following the NYC dem primary: ranked-choice voting (RCV) lets voters rank candidates in order of preference, redistributing votes until one candidate achieves a majority. It’s used statewide in Maine and Alaska, and in over 50 U.S. cities (including SF!) NYC adopted it for the dem primary to reflect broader support, reduce negative campaigning, and reflect diverse voter preferences. There are some criticisms! Mainly, complexity. There are also some failure modes. For example the “center squeeze” is when a moderate candidate who could beat either extreme candidate individually is eli…

Congrats Tarek and team! A triumph of execution and long-term commitment to a vision (and some super smart folks).

@jasonth0 no, these are companies with tens of millions of ARR and real users and lots of product investment

Congratulations team @harvey__ai! AI progresses at a different pace

actually you can get funded with no TikTok following, but instead, happy and committed customers (Though public proof of user love aka “customer marketing” is one of the most powerful distribution weapons.)

Running an AI startup today using a SaaS-era playbook or even previously “best-in-class” speed is like gaming on dial-up. By the time your GTM feels comfortably dialed-in or your strategic bets seem sure, the match is over. Markets are moving (and being won) at meme speed. hesitation equals irrelevance. Seeing strong traditional execs caught off guard, challenged to adapt.

@dchaplot @miramurati @sritreee @BrendanFoody @deviparikh @DhruvBatraDB

a good way to judge investors: 1. do they actually have relationships worth something to you? earned trust with customers, hires, partners, investors? 2. how will they treat you, vs those relationships with people more “important” today? will they make a call that costs them something for you? It could be just an uncomfortable one, one where they go out on a limb, where they put their credibility on the line to help you hire, or something that costs them social capital I’m grateful every day @mvernal is this type of (secure) person. most people aren’t

We should celebrate hacking, not cheating. Cheating quietly pockets extra Monopoly money (insider trading, plagiarism, inflated metrics). Hacking openly flips the game board, exposing rigged rules and inventing a better game for everyone: Wikipedia replaced Britannica, Airbnb monetized spare rooms, Linux openly challenged Windows. Both break the rules, but hacking doesn’t compromise integrity. it reveals the old game wasn’t worth playing.

Some dreams are not for sale

The “AI leapfrog effect” is quietly transforming sectors historically slow to adopt technology—legal, healthcare, logistics. They’re not merely catching up. they’re vaulting ahead. Traditionally, automation in these industries was blocked by high barriers: expensive software, difficult integrations, ambiguous ROI. The business math rarely worked. Large language models, code generation, MCP and computer-use agents have fundamentally shifted the economics. Suddenly automation is affordable, fast, and obviously valuable. Examples are emerging everywhere: @harvey__ai in legal, @latent_health and @openevidence in healthcare, @SolaAI_ in logisti…

the power/battery of today’s smartphones is just not gonna work if we really begin to use local models all the time (or even just constant input, eg voice processing)

@ssankar @boztank @kevinweil @bobmcgrewai 🇺🇸