Sarah Guo

@Hershal0_0 @Microsoft @satyanadella @swyx @eladgil glad to be of service

@tpottery_ @howard nope? @johnolilly said this word to me 100y ago and I looked it up

@DamianBullish no. feel free to run statistical analyses on us screwed folks that have been using emdashes since they were taught in middle school — sad! But — true. @DamianBullish also, do you really need AI to write *two sentence fragments* on behalf of a friend who is hiring?

so fun to work with MacInnis, on an iconic company! storytellers — juicy job

@zeroXmusashi no, it’s really not. you can have conviction in a clear point of view that isn’t “let’s not reason, and instead assume doom/rapture”

Congrats team @chaidiscovery — a team that is not only training AI models to accelerate science, but rapidly deploying them with the leading pharma companies of the world We will see better therapies, faster because of Chai 🧬

@natolambert good man doing good work

@aaryendersingh @NoPriorsPod is the popsicle actually a bunch of peptides you inject

“Not AGI-pilled enough” is a perfect SV insult because it turns 𝑛𝑜𝑡 𝑡ℎ𝑖𝑛𝑘𝑖𝑛𝑔 into a status position. No need to have a timeline, strategy, theory of deployment, view on institutions, or second-order effects. Just stare at the eschaton harder than the next guy. begone ye shibboleth. turns out belief intensity is not actually a proxy for intellectual seriousness...

the non-tech public needs to be presented: - the benefits of AI (products, services and outcomes) - the ability to participate - the requirements (natsec, competitiveness) - mitigated concerns (jobs, energy cost) everyone has a real shot to participate in the new economy! the popular narrative (3-4 labs fight for the one ring, only they / their 10,000 followers will be uberrich, their models eat the rest of the economy, also it will destroy security, biosafety, and possibly kill us all) is 1. not true 2. not what everyone else wants

a lot of very successful companies look like a series of pivots (tacking?) in a general direction

1/ 🔥 @NoPriorsPod x @LatentSpacePod chat with @SatyaNadella at @Microsoft Build. He has the sharpest mental models of any public company CEO I've interviewed. $MSFT is at its heart still a tools company! Big focus on agentic coding, harness & AI evals. Takeaways:👇 https://t.co/iAAjHdCVnK 2/ Satya started with a reminder: to be a platform, more value has to be created on top than is captured first party. Microsoft wants a healthy ecosystem! Their goal: making any company, AI-native or legacy enterprise, a first-class participant with its own AI. 3/ Top quote: "Can everyone operate at the frontier with *their* frontier intelligence? T…

Congrats to team @TownAI! One of the first viscerally different AI experiences. Long horizon agents, in the places we do our work, founders you back every time 💥

nothing as humbling as having kids

celebrate science

Really excited to interview @satyanadella tomorrow at @Microsoft Build, in a special live @NoPriorsPod. Questions?

Congrats to my friend @schrep on the launch of his first institutional fund! He is the consummate technologist, ahead of the curve with the physical economy thesis behind @gigascale, fully trustworthy and huge fun to work with. Get this man on your cap table.

reflexivity! watch all the investor load back into software

thanks for the profile, rashi! i look friendlier IRL

sierra took a HUGE early bet on outcomes-based pricing. when the hammer of reality comes down on tokenmaxxing, the companies best aligned with their customers will benefit https://t.co/AGhLHgVPZJ

more than ever, our scaling companies are hiring founders. they are ambitious to drive pace and grow fitter organizations, which requires distributed decision making (...more agency and ownership, better judgement) sometimes the most ambitious thing is to join a winning team with the huge mission and lots of hills still to climb, rather than continue to locally maximize. 📞 me

AI is largely frozen after deployment. That has to change. Excited that my partners at Conviction (@mvernal @igarciacamargo) are backing @TrajectoryLabs as they help companies improve agents based on signals from real world interactions.

no customers wants a chatbot that reads from help docs, they want a resolution (an agent able to take actions on your behalf to fix the issue, using internal systems as their tools)

have model? can serve

Our first office mate for @Conviction and awesome friend, founder and company backer!

Every startup wants frontier chip perf because it allows you to do new things. The current generation of coding agents would not have happened with hardware from 3 years ago. Startups are also important to @nvidia! https://t.co/zCwrqIGDj6 They are the tip of the spear, and they grow into a more diverse set of customers. 10,000 flowers blooming is good for Nvidia and good for society. We @conviction bought compute directly and work with a range of partners (@baseten, @AnthropicAI, @OpenAI) to make sure our startups have access to tokens to fuel innovation. Increasingly, startups are post training open source models to differentiate their offe…

The wonderful @andrewdfeldman founder @cerebras: “the market for slow inference is zero” Full @NoPriorsPod interview on YouTube (why be public, the ipo, workloads, OpenAI deal, where they go from here) https://t.co/ZdsJpVRIE6 https://t.co/8WWRVacz6O

working with @DannieHerz as an operator is a huge honor. she talks about what she's learned about building killer teams (especially GTM) in the AI-speed era, at @baseten @sequoia @SlackHQ @hubspot

pro tip for every concession stand for every kids event ever: serve coffee, you’ll make a mint

all I want is for my notes/content repo to be: 1. simple, reliable, fast 2. take recordings and do transcription/ASR 3. legible to code agents 4. enable more content creation (.md guidance) w/repo 5. not trap me in weird proprietary agent-building gui 6. sharing/permissions