Sarah Guo

Mentioned in 1 episode

"We're the first check in a company called Chai Discovery. Chai is working with a number of top 10 pharma companies in really significant ways to accelerate some part of the R&D process. I'm a strong yes now — you can create and capture enormous value with models in biology."

Mentioned in 2 episodes

"Figma, Notion, Rippling — you wouldn't bet on a company hoping that it's going to take four or five years to find the thing."

Mentioned in 2 episodes

"If you look at Harvey and the function of the law, like rationally, if you think that we can do next token prediction with language and you knew that in late 2022, then law is structured language. You need to read a lot of documents and you need to generate text."

Mentioned in 1 episode

"Unlike my good friends at Founders Fund, I don't have an instinct to be contrarian, but I do think it is fundamental to decide what you think and not worry too much about what other people think."

Mentioned in 1 episode

"My partner Pranov and I were introduced to Tony Zhao and Cheng Chi at Sunday Robotics when they were PhD students at Stanford. I think they have contributed dual-handedly the most interesting ideas in robotics AI over the last four years. This entire team believes that we are going to have general semi-humanoid robots doing things in people's homes, first in beta, end of this year. It blows me away that you can move that quickly from a bunch of cardboard in a Stanford basement to we built the full-stack thing."

Mentioned in 1 episode

"Perhaps Greylock style, right? And like ship it off to a friend that was an investor who I trusted for their perspective outside of the fund."

Mentioned in 1 episode

"Figma, Notion, Rippling — you wouldn't bet on a company hoping that it's going to take four or five years to find the thing."

Mentioned in 1 episode

"I've got my TSMC mug with me. There are parts of that supply chain that are like a very thin seive in a place that is not necessarily stable or accessible to the US and allies."

Mentioned in 1 episode

"Figma, Notion, Rippling — you wouldn't bet on a company hoping that it's going to take four or five years to find the thing."

Mentioned in 1 episode

"Work in AI or contact center like Harvey and Sierra."

Mentioned in 1 episode

"Waymo and robotaxis. These are absolutely the first version of autonomous robotics that most people will see."

Mentioned in 1 episode

"The open Claude was this very interesting phenomenon where it was a combination of a bunch of really interesting ideas."

Mentioned in 1 episode

"Getting people their prescription drug treatments with companies like Leon Health."