i find it hard to put into words just how incredible @saranormous is, but this profile nails it https://colossus.com/article/sarah-guo-conviction/
Conviction's Sarah Guo details strategy of betting against AI giants
Guo plans future joint investments with Basecase's Alana Goyal.
6623145.1K
Original post
Portfolio Momentum
Conviction's early checks target gaps the giants leave behind
The firm writes $1–25M checks into AI-native companies and has already backed six of the twenty-one that hit $10B valuation on strong revenue, including Baseten, Harvey, Sierra, Cognition, and Mistral.
Partnership Signal
Next steps involve quiet coordination with Basecase
Guo has noted past joint work with Alana Goyal and said additional projects are in progress, though no companies, check sizes, or timelines have been shared publicly yet.
Sentiment
Many users praised Sarah Guo as an inspiration with an incredible story arc and expressed gratitude for collaborating with her after the Colossus profile.
Pos
100.0%
Neg
0.0%
4 comments with sentiment.
Cluster Engagement
Digg Deeper
No Digg Deeper questions have been answered for this story yet.
Related links
Posts from X
Most Activity
Most Activity
VIEWS498LIKES3
@alanaagoyal so grateful we’ve gotten to work together (and invest together). more to come
i find it hard to put into words just how incredible @saranormous is, but this profile nails it https://colossus.com/article/sarah-guo-conviction/
@alanaagoyal @saranormous seconded, incredible story arc
@omzeepowa @alanaagoyal any worker ant can choose to start a rebellion
@alanaagoyal @saranormous Definitely she's been an inspiration
@alanaagoyal @saranormous Once my girls are a little bit older 🙂. I try to do my part by helping anyone I can in any way possible, especially about power efficiency.
@alanaagoyal @saranormous Token pricing is the real tell. Labs jacking prices 100x while building competing apps on their own infrastructure. They're manufacturing demand for alternatives faster than any insurgent could.
@alanaagoyal @saranormous @saranormous I’ll probably never have the pleasure to work with you given I’m just a random worker bee, but all the love I’ve seen on the TL is a testimony to your impact. Become a fan and will be rooting from afar - keep fighting the good fight with grace