Sarah Guo founded Conviction, a venture firm focused exclusively on AI-native companies, after years as a partner at Greylock where she led investments in enterprise software, security, and infrastructure. Her podcast No Priors — co-hosted with Elad Gil — has become one of the most technically substantive public resources for understanding the frontier of AI research and deployment, featuring researchers and founders working directly on foundational models, AI security, and autonomous systems. Her investment thesis is built around the conviction that AI will not just augment existing software categories but will fundamentally replace entire workflow layers, creating new company formation opportunities that require a different evaluation framework than traditional SaaS.

For investors building AI-specific theses and founders trying to understand where genuine defensibility can be built in an AI-native stack, Sarah Guo provides one of the most technically grounded and intellectually honest public frameworks available from an active investor at the frontier. Her focus on the intersection of AI capabilities and security infrastructure — understanding both what these systems can do and what risks they introduce at scale — is particularly valuable as enterprise AI deployment moves from experimentation to production. For anyone trying to distinguish between AI companies with durable business model advantages and those riding a temporary capability wave, her analytical approach is a useful calibration reference.