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Invest Like The BestConversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a... Author: Horror stories and legends
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com Language: es Genres: Leisure Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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She Knows the 250 People Building AI. Here's What They Actually Believe.
Tuesday, 1 September, 2026
Sarah Guo is the founder of Conviction and one of the most closely watched investors in AI. In this conversation, Sarah and Patrick discuss what the people at the frontier of AI actually believe, why some researchers think exponential intelligence may be only a few years away, and how she’s navigating an investing environment that can’t be backtested.They also explore the race for compute, the future of open-source AI, why America may need compute independence, the rapid progress in robotics, how AI could transform biology and drug discovery, and Sarah’s framework for building conviction before the rest of the market catches up.Timestamps0:00 Intro1:08 Investing Through the AI Boom5:03 Building Conviction in AI12:06 What AI Researchers Believe15:44 Compute, Capital & Robotics24:03 How Sarah Makes Investments39:24 The Case for Open Source49:01 America’s Compute Independence51:32 AI’s New Investment Markets59:36 Finding Truth & What’s Next#InvestLikeTheBest #SarahGuo #ArtificialIntelligence #AI #VentureCapital #Investing #OpenSourceAI #Robotics #Technology #StartupsPresented by Ramp:https://ramp.com/investSponsored by Vanta, WorkOS, Rogo, and Ridgeline:https://www.vanta.com/investhttps://workos.com/https://rogo.ai/investhttps://www.ridgelineapps.com/******Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc
