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San FranciscoAmsterdam
April 6-9, 2026
Sarah Guo
Founder & General Partner
Conviction
Sarah Guo is the founder at Conviction, an AI-native venture capital firm founded in 2022. Prior, she was a General Partner at Greylock. Along with her partners, they have been early investors in the most important companies of tomorrow, including Baseten, Clay, Cognition, Figma, Harvey, HeyGen, Listen Labs, Mistral, Rippling, Sierra and Thinking Machines. Sarah is from Wisconsin, has four degrees from University of Pennsylvania, and lives in the Bay Area with her husband and three kids. She co-hosts the popular AI podcast "No Priors" with Elad Gil.
Main
Main
APRIL 9
11:35 - 11:55 AM

What It Takes to Build a Durable AI Application

The bar for AI Apps has moved fast. Customers already expect high quality, low latency, reliability, and near-zero marginal cost by default. On this panel, Sarah Guo and Tuhin Srivastrava discuss why serious AI applications are taking more control over their models and inference, the tradeoffs between specialized systems and monolithic models, and what investors look for as signals of durable advantage as the bar keeps rising.
Best for:
Startup FounderCapital ProviderCorporate Strategy/ BD/ CAIO
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