Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]

Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]

From Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

September 1, 2026 · 60 min · Episode 489

About this episode

Sarah Guo discusses her role as an early-stage investor in AI and the future of technology.

My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days.  Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining the frontier.  In this conversation, we go inside that frontier: what the small group of people actually building AI believe right now, why some of the field's best researchers are wrestling with their own sense of purpose, and how close we are to robots in the home and a genuine acceleration in scientific discovery.  At the center is Sarah's conviction that no single company will own the future of AI, and what that means for founders, investors, and anyone allocating their time and resources in a world moving this fast. Our managing editor Dom Cooke wrote a profile of Sarah for Colossus, "Sarah's Wager," on how she built the firm closest to the AI frontier and why she's now betting against its biggest companies.  Please enjoy this conversation with Sarah Guo. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.&nbsp…

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