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SG
Sarah Guo
Founder, Conviction VC
@saranormous
Founder of Conviction, a VC firm focused exclusively on AI-native companies. Former partner at Greylock. One of the sharpest investors in AI with a portfolio spanning infrastructure to applications.
Key Beliefs
AI-native companies have structural advantages over AI-adopting incumbents
The next $100B company will be vertical AI, not horizontal
Enterprise AI buying patterns are fundamentally different from SaaS
The AI talent war is the biggest bottleneck for startups
Distribution and data moats matter more than model quality