Sarah Guo

Resurfacing this about neural retrieval, training embeddings models, and the state of RAG from @VoyageAI founder @tengyuma on @NoPriorsPod: https://t.co/1nA6ESh2if

1/ Congrats @dittycheria @tengyuma @sahirazam + the @VoyageAI team on their acquisition by @MongoDB today! As a founding investor, @conviction believed that better embedding and re-ranking models were critical to robust AI-powered search/retrieval (a key enterprise AI use case) 2/ It’s clear that’s the case — and that innovation in this domain was a powerful advantage for customers when combined with Mongo’s ubiquity for real time operational data. Thank you to this amazing research team for having us as business partners (along with @Wing and @CRV) 🙏 3/3 @eastland_maggie for @business covers the news https://t.co/sVWEbz7whx

An interesting paper that paints a picture for energy superabundance (though from 2022, before we even understood that energy access will = intelligence access) https://t.co/SKogt3cf1w

Efficient inference will enable companies to consume more intelligence. No consumption slowdown in sight https://t.co/2MoKhVkdha piece by @mims https://t.co/h2IxOMkdJY

the glamour of parenting: rolling over in your own bed trying to respond to a small child’s cry, stabbing yourself in the eye with a tiny rainbow shrinkydink hand on your pillow, and then tripping over an errant Lego piece in the dark object of violence https://t.co/PY5m6SzPWV

the gap between benchmarks and real-world use cases is…a chasm

Nothing better than user love!! Congrats @HeyGen_Official https://t.co/boMVrXQ0mg

Is ~log(15)x improvement in these benchmarks worth it for ~15x cluster scaling? In the end users will decide— by voting with their feet, and the markets— by voting to give Grok dollars It’s clearly a SOTA model, and folks who threw shade at Grok research team were mistaken https://t.co/Gz3YfnaaIK Still feels like open field with many vectors of potential improvement: expert data SFT, reasoning/RL and creative (more general) ways to generate synthetic data, efficiency in use of cluster (which will matter more the bigger the cluster is!), and user facing product Striking how quickly this was done, and with how few people. “You can’t start a…

new office pet https://t.co/YyaqjCdi5e

We’re extending the app deadline to Tues 2/18 for @Conviction EMBED, the community program for the best early-stage AI startups (10 at a time). Get $1M in cash+credits, and access to tier-one investors+mentors. Our first 3 cohorts have already raised $500M+ to build the future. https://t.co/LxRPDtG1P1 Apply at https://t.co/dlbc5yjpXS And obviously the billion dollar perk is hanging out with me, @pranavreddy @mvernal and the rest of the Conviction team. Come be a guest on “Between Two Servers” https://t.co/1kPubT55Pu

1/3 In the spirit of learning-in-public and transparency to founders, we're sharing the 4 LP letters we've published since launching @conviction. Here's how we see the AI landscape. There's never been a time of more opportunity. If you're a founder, please reach out! Links👇 https://t.co/uGf2OOan7s 2/ Full LP letters here: https://t.co/ANSatm8J1w 3/ Apply to Embed by midnight for community, cash and compute/calls! https://t.co/dlbc5yjpXS

demand is elastic, episode #41247 ❤️ https://t.co/8tIavGFuN9

.@harvey__ai is THE vanguard AI app startup 🆕 @NoPriorsPod w/ Cofounder-CEO @winstonweinberg on: *capability improvement *co-pilots, end to end task completion, and product strategy for AI apps *selling AI to enterprise *hiring philosophy *what lawyers do in 5 years links 👇 https://t.co/4Cpd4X6PwP Congrats to Team Harvey on their $300M Series D! Spotify: https://t.co/3etlkXF5aS Apple: https://t.co/ZCexCdN4mc YouTube: https://t.co/JvYKddYlGq

ai, kids, surrogacy 🔥 w/my favorite @noor_siddiqui_

Harvey In August 2022, when we first met with @winstonweinberg and @gabepereyra, we were struck by a few different things: their work ethic, their confidence in AI capability expansion, their extreme ambition for how AI could reshape the legal industry, and their grounded, customer-centric approach to realizing that potential. As investors, we aspire to identify those rare companies who balance unreasonableness about what is possible with AI and clarity about how to get there. Both are required to reshape industries. In Winston and Gabe, we saw the embodiment of that aspiration. The @harvey__ai seed was the first check in our first fund. Th…

stop doing this please https://t.co/0gFgcIsCTL

unhinged $17B public company

engineers, researchers, product folks and designers: see you in NYC 2/11 with some rocket ship startups/scaleups

Episode 100 for @NoPriorsPod! The one where @EladGil and I talk DeepSeek, Deep Research and 2025 predictions. 👇 https://t.co/ufHtSw2Oh2 https://t.co/x1kfO5KChY https://t.co/gJZoZwl07a https://t.co/v37TyEa00X

"The truth always turns out to be simpler than you thought." - Feynman

1/ early thinking about a side project: given advances in AI, there should soon be a very easy way to find and create kids educational content that is personalized to interest, reading level, and interactivity/modality 2/ for example, if you have a 7yo interested in deep sea creatures or designing games or mythology, how can you hit the right point of the skill/learning curve? high quality specific content is rare (books probably worse than what you could ai-generate at this point) and Amazon search is garbage 3/ you could probably just start with search and auto-book, audiobook (hi @cartesia) and podcast creation (hi @notebooklm) or even …

anyone running a datacenter in Saudi or UAE? have question for you

I’m going to try interrupting @mvernal and @pranavreddy at random points when they are thinking this week, appending their reasoning traces with “wait”, s1-style optimistic, will report back on results https://t.co/kNHp8BEIlp

tool use really worked for humans, too

do we rescind our intern employment offers in favor of Deep Research? JK you should still come work here, you can just do (more) things

We’re so back

Research scientist has PhD in physics, but is vibe-checking the model’s chain-of-thought https://t.co/HFZTLiM2W6

Resolutions going great, hbu https://t.co/SgV4pOuUaV

New @nopriorspod with businessman and philanthropist @RickCarusoLA who saved his own properties, about mismanagement of the LA wildfires, and how to rebuild from here https://t.co/j4cmnV1AAm ICYMI, last week’s episode with firefighter/tech founder/wildfire tech investor @billclerico for historical context on why these fires are preventable, and how technology can help https://t.co/6L3nqD0Iu0

prediction: VCs discover the best quants are good software engineers, like they discovered competitive math 6-9 months ago