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cover of episode Venture Capitalist Sarah Guo’s Surprising Bet on Unsexy AI

Venture Capitalist Sarah Guo’s Surprising Bet on Unsexy AI

2025/5/9
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WSJ’s The Future of Everything
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Sarah Guo: 我认为日常商业工具已经成熟，可以被AI改变。我致力于为我的投资人带来顶级风险投资回报。我对创业之旅有深刻的同理心，因为我亲身经历过。人们应该拥抱AI技术，尽管这会让人感到不舒服。我的风投公司专注于早期阶段投资，而不是大型AI公司的后期融资。AI的真正价值在于将智能转化为现实世界的应用，这将创造大量的公司和机会。在早期阶段投资中，我更看重的是人才而非商业理念本身。我寻找的是那些既有远大目标，又具备敏捷性和谨慎性的创始人。未来不会有无限多的公司训练前沿模型，但会有多个细分市场。不同类型的AI应用可能会有不同的市场和参与者，市场界限也在不断变化。大型公司难以在快速变化的环境中进行高效的协调和创新。AI将对SaaS领域产生不均衡的影响，有些核心流程不会被AI轻易改变。许多重要的SaaS界面都是人工数据输入和更新的接口，AI可以改变这一点。新一代创始人与以往相比，在优先级和关注的技术方面存在显著差异。我投资的公司中也包括一些硬科学领域的公司，例如消费机器人领域。尽管经济环境存在挑战，但对技术的乐观信念以及成功的案例，将继续吸引投资者进行风险投资。硅谷的政治观点多样化正在增加，这是一种积极的现象。观点多样性对硅谷来说是健康的，不应该期望所有技术人员都持有相同的观点。 Christopher Mims: (无核心论点，主要为引导访谈) Tim Higgins: (无核心论点，主要为引导访谈)

Deep Dive

Shownotes Transcript

What's next for artificial intelligence beyond autonomous agents and next-gen language models? Sarah Guo), the founder of venture capital firm Conviction, is a rising star among Silicon Valley investors. She says the next big wave) of AI innovation could transform the business world. What is she looking for in investment opportunities? And why does Guo say enterprise software is prime for transformation in the AI era? She speaks to WSJ’s Christopher Mims) and Tim Higgins) on the latest episode of the Bold Names podcast.

Check Out Past Episodes:

‘Businesses Don’t Like Uncertainty’: How Cisco Is Navigating AI and Trump 2.0)

Humanoid Robot Startups Are Hot. This AI Expert Cuts Through the Hype.)

Reid Hoffman Says AI Isn’t an ‘Arms Race,’ but America Needs to Win)

Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’)

Let us know what you think of the show. Email us at [email protected]

Sign up for the WSJ's free Technology newsletter).

Read Christopher Mims’s Keywords column). 

Read Tim Higgins’s column).

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