What Sarah Guo thinks about semiconductors
American venture investor, founder of the AI-focused firm Conviction and co-host of the No Priors podcast with Elad Gil; earlier a general partner at Greylock.
Sarah Guo did not write this page.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
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1 dated position, 2026, in their own words. Our reading of what Sarah Guo has said — not written or endorsed by them.
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Our readingThe investor despair that nothing in AI is investable except the labs and Nvidia is wrong.
Their wordsThe mid-2026 investor's version of AI psychosis is a despair that nothing is investable, that we should put all our money into Anthropic and Nvidia and go home. I have never felt it.