She Knows the 250 People Building AI. Here's What They Actually Believe.

Sarah Guo is the founder of Conviction and one of the most closely watched investors in AI. In this conversation, Sarah and Patrick discuss what the people at the frontier of AI actually believe, why some researchers think exponential intelligence may be only a few years away, and how she’s navigating an investing environment that can’t be backtested.

They also explore the race for compute, the future of open-source AI, why America may need compute independence, the rapid progress in robotics, how AI could transform biology and drug discovery, and Sarah’s framework for building conviction before the rest of the market catches up.

Timestamps

0:00 Intro
1:08 Investing Through the AI Boom
5:03 Building Conviction in AI
12:06 What AI Researchers Believe
15:44 Compute, Capital & Robotics
24:03 How Sarah Makes Investments
39:24 The Case for Open Source
49:01 America’s Compute Independence
51:32 AI’s New Investment Markets
59:36 Finding Truth & What’s Next

#InvestLikeTheBest #SarahGuo #ArtificialIntelligence #AI #VentureCapital #Investing #OpenSourceAI #Robotics #Technology #Startups

Presented by Ramp:
https://ramp.com/invest

Sponsored by Vanta, WorkOS, Rogo, and Ridgeline:
https://www.vanta.com/invest
https://workos.com/
https://rogo.ai/invest
https://www.ridgelineapps.com/

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Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc