Uncapped with Jack Altman Uncapped #5 | Sarah Guo from Conviction
104 snips
Apr 3, 2025 
In this engaging conversation, Sarah Guo, founder of Conviction and former General Partner at Greylock Partners, shares her insights on the ever-evolving world of venture capital. She discusses the compounding qualities that make firms endure and the critical role of branding in investment success. Guo also delves into navigating the AI landscape, emphasizing the shift from focusing on inputs to outputs. Additionally, she highlights the importance of equipping future generations with essential skills, preparing them for the challenges ahead.
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VC Firm Components
- Venture capital firms offer money, people, beliefs, and advantages to founders.
- Money is a commodity; brand, people, and advantages are less tangible.
Compounding Success in Venture
- Enduring VC firms compound ethos, tribal knowledge, brand, and network effects.
- These elements, built over time, create lasting advantages.
Learning From Andreessen Horowitz
- Sarah Guo recounts losing a deal to Andreessen Horowitz because they offered more money and better PR.
- This experience shaped her focus on demonstrating network value and building a strong brand.