Carving out conviction round the way forward for AI with Sarah Guo • TechCrunch

There’s no higher solution to present you have got excessive conviction in your self as an investor than being the most important LP in your $101 million fund, proper?

Particularly in case you identify your agency Conviction, as Sarah Guo did after leaving Greylock following a decade of investing for the well-known enterprise group. Final week, she introduced that she raised $101 million for her new fund to again firms which are constructing synthetic intelligence and what she describes as software program 3.0.

Guo spoke to TechCrunch’s Fairness podcast, co-hosted by Natasha Mascarenhas and Alex Wilhelm, about her inaugural fund and the broader market that she is investing in immediately. The whole dialog is dwell now wherever you discover podcasts, so take a hear in case you haven’t but. Beneath we extracted 4 key excerpts from the interview to debate additional. Guo’s feedback had been edited frivolously for readability.

Consider enterprise in innings

A part of the attract of startups is that when issues don’t go improper, which they usually do, you would possibly simply end up as an early worker of a rocket ship. That counts in VC, too, in fact, in case you had been the primary individual to again an organization like Airtable or see the facility of linked health.

However what occurs if you need to disrupt a class that has been across the block just a few occasions? Guo shared her framework round enterprise innings, and the way that performs a task in her new focus areas at Conviction: