Sarah Guo
Founder & Managing Partner, Conviction | Host, No Priors Podcast | Premier AI Venture Investor
Founder and Managing Partner of Conviction, a $100M+ purpose-built venture capital firm investing exclusively in 'AI 3.0' native companies. Former general partner at Greylock. Host of 'No Priors', the leading AI technical and business strategy podcast featuring in-depth interviews with the founders of OpenAI, Anthropic, Cursor, Mistral, and Meta AI. Board member and investor in pioneering AI startups including Braintrust, Harvey, Physical Intelligence, and HeyGen.
Areas of focus
Professional niches
Proof of Work
The AI 3.0 Stack: Investment Thesis on Autonomous Native Systems
Authored the foundational AI 3.0 thesis outlining the transition from superficial LLM wrappers to vertically integrated, feedback-loop-driven AI systems with proprietary eval datasets and cognitive agent workflows.
High compute costs and foundation model commodity pressure can compress margins for companies lacking proprietary workflow lock-in.
Context: AI infrastructure, proprietary evaluation loops, continuous fine-tuning, domain-specific vertical agents.
View missionNo Priors: Rigorous Technical Dissection of Frontier AI Architectures
Created and hosts the premier AI practitioner podcast, conducting technical interviews dissecting pretraining cluster topologies, inference scaling laws, and enterprise agent adoption dynamics with frontier researchers and CEOs.
Podcast interviews capture point-in-time perspectives in an ecosystem where state-of-the-art benchmarks shift on a monthly cadence.
Context: Frontier LLMs, multimodal models, physical AI robotics, synthetic data generation.
View mission