Conviction
2 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 21, 2024 by Sarah Guo · said 2 times in 2 episodes since 2024 · across every show →
Mentions by year
brought up most by Shawn Wang (1), Sarah Guo (1)
tap a year for its mentions
2025 1 mention in 1 episode
2024 1 mention in 1 episode
Everything said about Conviction, oldest first
Dec 21, 2024 bullish
Guo: Emerging VC firms can outmaneuver incumbents with outdated mental models
“Maybe that there'd be an advantage versus the incumbent venture firms in that when the floor is lava, the dynamics of the markets change, the types of products and founders that you back change it's a lot for existing firms to ingest. And a lot of their mental…”
Dec 21, 2024 neutral
Reddy: Mega model labs absorbed $30B-$40B of 2024 AI venture funding
“If you break out the numbers here a bit more, the red is actually just a small number of foundation model labs, like what you would think of as the largest labs raising money, which is upwards of 30 to forty billion dollars this year, and so the reality of the…”