sarah guo

startup investor/helper, founder @conviction. accelerating AI adoption, interested in progress. tech podcast: @nopriorspod

[sarah guo @saranormous]

@tszzl @AdrienLE @beffjezos in the form of staff leaving? or some other vector?

[sarah guo @saranormous]

@MankyDankyBanky @AndrewD51272 @cerebras @bernhardsson @modal doesn’t Cerebras…make compute

[sarah guo @saranormous]

just watching the train of thought for any of the frontier class models is simultaneously thrilling and so disappointing. it fails by being generic and it knows it! it’s so repetitive! it cannot juggle enough ideas in its brain at once!

[sarah guo @saranormous]

@scottastevenson fake work def emerges when you have a measurable proxy that diverges from illegible value. must protect the illegible stuff you know is good

[sarah guo @saranormous]

Scott in 1998: legibility is a central problem in statecraft. states often knew precious little about their subjects, and flattened them so they could count, tax, conscript, and control them

mētis is the counter concept, the value of local expertise

interesting in 2026 too

[sarah guo @saranormous]

@criccomini @richardartoul https://t.co/aWdCVLwM5b

[sarah guo @saranormous]

@sm 🤣

[sarah guo @saranormous]

@TheStalwart TSMC isn’t a single path / dependency

[sarah guo @saranormous]

@ChrisPainterYup I think we agree

[sarah guo @saranormous]

a “fast” takeoff with slow diffusion (gated by atoms and institutions and people’s discomfort with change) looks, from the economy’s vantage, less discontinuous

[sarah guo @saranormous]

@ChrisPainterYup How exactly will atoms stop being an issue? Interconnection queues, power generation, the physical labor for standing up datacenters, your semis/memory supply chain bottleneck of choice, and the lack of “the internet of data” for robotics are solved by improved cognition?

[sarah guo @saranormous]

@vixsheikh yes, he saw illegibility as a form of freedom

[sarah guo @saranormous]

https://t.co/AI6wePSJeQ the author has passed, here’s the pdf

[sarah guo @saranormous]

@ericabrescia I agree — I mean at more scale (tens of $millions+) when the growth number actually means something. Early growth is just super noise

[sarah guo @saranormous]

implied here is a belief in the value of scale (as one rough swag, reach of $500M+ ARR to enterprises or consumers)

[sarah guo @saranormous]

there seems to be a “rule of 40” for AI businesses

if you are growing >3X yoy investors seemingly accept negative to low GM and ignore questions about durability

or, you can grow “fast” but not insanely, and you need a much better moat (models, enterprise)

weak on both = tough

[sarah guo @saranormous]

Full interview here and anywhere you get podcasts https://t.co/LxCRLjrs0K

[sarah guo @saranormous]

1/ 🔥 @NoPriorsPod x @LatentSpacePod chat with @SatyaNadella at @Microsoft Build. He has the sharpest mental models of any public company CEO I've interviewed.

$MSFT is at its heart still a tools company! Big focus on agentic coding, harness & AI evals. Takeaways:👇

[sarah guo @saranormous]

13/13 all in all, super impressed on the agility of their AI strategy. Microsoft will microsoft! Full interview posted tomorrow.

[sarah guo @saranormous]

@Hershal0_0 @Microsoft @satyanadella @swyx @eladgil glad to be of service

[sarah guo @saranormous]

@tpottery_ @howard nope? @johnolilly said this word to me 100y ago and I looked it up

[sarah guo @saranormous]

a lot of very successful companies look like a series of pivots (tacking?) in a general direction

[sarah guo @saranormous]

@DamianBullish also, do you really need AI to write *two sentence fragments* on behalf of a friend who is hiring?

[sarah guo @saranormous]

so fun to work with MacInnis, on an iconic company!

storytellers — juicy job

[Matt MacInnis @stanine]

We have an uzi of AI output coming from @rippling this year. If you wanna work for me (directly) to tell that story, please DM me. Needs a solid technical foundation, coupled with the X savviness of @HunterBiden.

[sarah guo @saranormous]

@DamianBullish no. feel free to run statistical analyses on us screwed folks that have been using emdashes since they were taught in middle school — sad! But — true.