Sarah Guo
InvestorFounder of Conviction at Sarah Guo Β· General Partner at Conviction
San Francisco, CA
FoundedBaseten Labs
About
Sarah Guo left a general partner role at Greylock to found Conviction in 2022, an early-stage firm built around the thesis of 'software 3.0' and AI-native companies. Her investments include Mistral AI and Harvey, and she co-hosts the AI podcast No Priors. She debuted on the Midas List in 2026.
sarah guo @saranormous
for a time of such abundant intelligence there sure is a lot of logical failure
Aug 2, 2026 Β· β₯ 81 Β· β 3
sarah guo @saranormous
you can be maximally long the tech and still skeptical of the price of admission on a given opp. folks who bought Cisco at 200x in Mar-2000 were right about the internet (traffic grew > than even bulls projected) and still lost 85%. right about the tech != right about the surplus
Aug 2, 2026 Β· β₯ 1070 Β· β 57
sarah guo @saranormous
as @maxhodak_ has said, we need companies in the space to generate hundreds of millions of revenue, and that will open the floodgates of investor capital required to aim at the really long term goals
Aug 1, 2026 Β· β₯ 28
Invests in
AI & Machine LearningCybersecurityDeveloper ToolsEnterprise SoftwareHealthtech
Beyond investing
- Education
- Studied at University of Pennsylvania (BA) Studied at Wharton School Studied at Phillips Academy
- Communities
- Guo co-hosts the podcast No Priors with tech founder and super angel Elad Gil.
- Family
- Guo's father, Jerry Guo, emigrated from Hunan, China, to the United States in 1987 after graduating from Tsinghua University, and both of her parents were hired by Bell Labs. Her father founded Casa Systems in 2003, and Guo built the company's first website at age 14 and was pitching it to investors by 19. Guo is married to Pat Grady of Sequoia Capital, with whom she has four children.
- More
- Guo grew up in Wisconsin.
From Sarah's own website β common ground for a warm intro.
Experience
- ConvictionInvestor, Foundercurrent2022 β present
- Onyx SecurityBoard Director, Series A Investorcurrent2026 β present
- Stealth robotics companyBoard Director, Seed Investorcurrent2025 β present
- Distributed SpectrumBoard Director, Series A Investorcurrent2025 β present
- LatentBoard Director, Series A Investorcurrent2024 β presentSan Francisco Bay Area
- SundayBoard Director, Seed Investorcurrent2024 β presentSan Francisco Bay Area
- SolaSeed Investorcurrent2023 β present
- OpenEvidenceInvestorcurrent2025 β present
- SierraSeed Investorcurrent2024 β present
- HeyGenBoard Director, Seed Investorcurrent2023 β presentLos Angeles, CA
- HarveySeed Investorcurrent2023 β present
- BasetenBoard Director, Seed Investorcurrent2019 β presentSan Francisco Bay Area
- GreylockBoard Partnercurrent2022 β present
- GreylockGeneral Partner2018 β 2022San Francisco Bay Area
- GreylockInvestor2013 β 2018
- StackBlitzSeed Investorcurrent2019 β present
- ShortcutBoard Director, Series Bcurrent2020 β present
- CleoBoard Director, Series Acurrent2017 β present
- FigmaSeries A Investorcurrent2014 β present
- Uplimit (Formerly CoRise)Seed Investorcurrent2022 β presentSan Francisco Bay Area
Education
- The Wharton SchoolLauder Institute
- The Wharton School
- Phillips Academy
Skills & more
+12 more
Mergers & AcquisitionsCloud ComputingCorporate FinanceAnalyticsCorporate DevelopmentNetwork SecuritySalesSecuritySaaSEnterprise SoftwareGo-to-market StrategyTeachingLanguages Chinese Β· Javascript Β· Python
From Sarah's professional profile.
Same school
Also attended The Wharton School1,509
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+ 1,503 more
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Shared employers
Also worked at Onyx Security5
Also worked at Sunday4
Also worked at Voyage AI9
+ 3 more
Also worked at Obsidian Security8
+ 2 more
Investments
Led
Figma
Investor
BasetenCognition AIHarveyHeyGenMistral AIMusical.lyOpenEvidenceSierra PlatformSunday RoboticsThinking Machines Lab
Per curated public sources.
Podcasts & interviews
featuring Sarah GuoSarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007
20VC with Harry Stebbings
AI's Future: Investment & Impact with Sarah Guo and Elad Gil of the No Priors Podcast
Weights & Biases
Network2
Investors connected to Sarah in public investor directories β a warm-intro map.