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Uncapped with Jack AltmanInvesting with Conviction | Sarah Guo, Founder of Conviction | Ep. 5
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Episode Details
EPISODE INFO
- Released
- April 3, 2025
- Duration
- 46m
- Channel
- Uncapped with Jack Altman
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(If you enjoyed this, please like and subscribe!) 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: (0:00) Intro (0:11) What a VC firm is at its core (2:27) Compounding qualities of enduring firms (6:44) Intentionality behind building Conviction’s brand (13:01) Correlation or causation between brands and returns (16:33) Shape of the current VC market (27:15) Learnings from experience at Greylock (32:06) Market vs founder driven (33:55) AI conversation shifting from inputs to outputs (36:28) More billion dollar companies than ever before (42:44) Agency being the last human resource (44:40) Important skills for kids to learn Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com
SPEAKERS
Jack Altman
hostSarah Guo
guest
EPISODE SUMMARY
In this episode of Uncapped with Jack Altman, featuring Jack Altman and Sarah Guo, Investing with Conviction | Sarah Guo, Founder of Conviction | Ep. 5 explores Sarah Guo on building venture firms, brand, and AI investing Guo frames a VC firm as a “bundle” of money (commodity), people/beliefs, and actual advantage—arguing the squishy parts (brand, individuals, ethos) are what can compound into durability over decades.
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