Bold Names Venture Capitalist Sarah Guo’s Surprising Bet on Unsexy AI
19 snips
May 9, 2025 
In this discussion, Sarah Guo, a rising star in Silicon Valley and founder of Conviction, explores the next big wave of AI innovation, particularly in enterprise software. She shares insights on what she looks for in investment opportunities and why she believes the SaaS sector is ripe for transformation. Guo also reflects on the shifting landscape of venture capital, emphasizing the importance of empathy in supporting startups. The conversation covers emerging trends among young entrepreneurs and the influence of political polarization on tech dialogue.
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Growing Up In Tech Business
- Sarah Guo grew up inside her parents' tech networking company selling to big service providers.
- This upbringing gave her deep empathy for the entrepreneurial journey and its fears.
Back Talent Over Ideas
- Back the founders more than ideas, focusing on talent with a clear vision and awareness of emerging tech.
- Founders must adapt quickly as current tech assumptions can change overnight.
AI Will Have Diverse Uses
- AI consumer experiences will diversify with multiple specialized assistants and agents coexisting.
- Different AI models serve distinct markets; there won't be one company dominating all areas.