Sarah Guo

wild chart. market repeatedly underestimating earnings growth in ‘26 and ‘27 https://t.co/AJPVEbmb6S

never been such a gap between "backlog" vs. real, delivered revenue in technology as for AI infrastructure credit peeps just want IG 5Y contracts but they will be surprised by delays, failures and fraud by every clown & their mother that thinks they can run a datacenter now

Can't wait to listen to this! Vidit somehow conned @mvernal into doing a podcast

looking for comms lead for breakout AI company. good judgement, taste, and "direct" orientation required, traditional comms experience not. must: work at 2026 AI pace, believe in new products must not: be cringe, be afraid

Killer Mixture of Experts tonight! We host the founders of our favorite career-making companies (today: Serval, Instinct, Humans&, DesignArena, Keenable and Trajectory) as they pitch their companies to the community of talented researchers, code agent orchestrators, model behavior wizards, product folks and FDEs. Thank you to Niki and Vivian our killer @conviction talent team!

incredible 💜

“Why would I look at code? It’s like assembly, like a compiled artifact.” Sensei @karpathy fully agentic, 18m after “I don’t really use autocomplete AI code tools” https://t.co/vpHs4a3ey8 Also, “Why would I read text instead of watch great, generated explainer videos? It seems prehistoric to read text now?”

Thrilled to finally talk about @watneyrobotics. Sean and I spent 90 minutes the first time we met talking about why ~every robotics startup has died to date. The priors were very bad. And yet I came out of that meeting a believer, and asking if there was *any way* we could invest. @rgannon_ and Sean exemplify how I hope to operate. They are so good they overwhelm the priors: 1. Choose worthwhile missions 2. Free yourself from the prison of the mind 3. Make contact with the coal face 4. Maintain both belief & paranoia 1. Increase the speed and capacity of American industry, starting with data centers. 2. Decide you can, in fact, be a vendo…

who is the most talented Chief People Officer for hyperscale out there?

Been talking with @krandiash about evaling voice for 2 years now: some wisdom from what they’ve invested in it 👇

Am I inside an RL environment

Having @ChrisPainterYup President, @METR_Evals on @NoPriorsPod to talk about the state of AI alignment. Questions??

super cool to see real-world experimental data at scale in the training pipeline — periodic is a pioneer of a new class of lab

Reshaping software markets as the cost of building software collapses:

Congratulations team Sequence Holdings. At-scale AI-transformation, in partnership with extraordinary existing businesses, is going to be a massive value driver over the next decade. From seed to $7.7B buyout in 18 months 🚀

@BethMayBarnes Pls dm

Sequence Holdings + DFO in the biggest AI transformation deal ever. Just getting started https://t.co/SM94o9DW8O https://t.co/UO6I3jsiA6 Michael Dell’s family office leads $7.7bn deal to take insurance broker private https://t.co/Oc1xzUu7pC

best multi agent harness outside of the labs?

vibe shift: majority capability/safety work —> majority safety/capability work

Reply with things you want a personal ai assistant to do for you More instinct invites, here https://t.co/e9BTrmOFNY

Creative research direction from the team @humansand

there is more real m&a interest in the last 6m than in the last few years before. scale ups are hungry, and some incumbents have woken up

one flavor of great early stage investing — just back folks with impeccable taste

when nothing is working, no one wants to help. they want a 40% prepay on a 5 year pure auction. when its working, everyone suddenly wants to “help” pick your compute partners carefully

guys we all agree ZF is a king amongst men but stop tweeting about ZF it makes him antsy

a few more Instinct invites, here https://t.co/e9BTrmOFNY

Who in my circle is a poker reg that I haven't played with

Congratulations team @cognition! The independent leader in AI engineering Still early in a new era of abundant software ⚙️

ok there are times where I’d pay 3x pricing for an uber driver or robotaxi to be a little less conservative this may be the reason I still drive 5y from now

excited for my friend and indefatigable repeat founder @ericwu01 and his new mission to enable construction workers and field laborers with NavigateAI