Uncapped #5 | Sarah Guo from Conviction from Uncapped with Jack Altman

Uncapped #5 | Sarah Guo from Conviction

46 minutes Posted Apr 3, 2025 at 9:00 am.

) Intro

) What a VC firm is at its core

) Compounding qualities of enduring firms

) Intentionality behind building Conviction’s brand

) Correlation or causation between brands and returns

) Shape of the current VC market

) Learnings from experience at Greylock

) Market vs founder driven

) AI conversation shifting from inputs to outputs

) More billion dollar companies than ever before

) Agency being the last human resource

) Important skills for kids to learn

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Show notes

I was pumped to chat this week with Sarah Guo. Sarah is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. Some of her investments include Harvey, Mistral AI, Sierra, Cognition, HeyGen, and Cartesia, among others. Prior to 2022, she spent nearly a decade incubating and investing as a General Partner at Greylock Partners. Sarah co-hosts a podcast with Elad Gil called No Priors where they discuss the AI revolution.

We covered:

Compounding qualities of enduring firms

Brand building in the current market

Taking risk by having an opinion

Learnings from her time at Greylock

AI discourse compared to previous cycles

Timestamps:

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