Disclosure certainty 3/5 debate potential 1/5

Guo: Five of her six active portfolio companies rely on ML

Sarah Guo · Fireside Chat: Sarah Guo, General Partner at Greylock (FirstMark's Data Driven NYC) · Sep 17, 2019 · at 18:55

Sarah Guo, General Partner at Greylock, discusses the extent to which machine learning is integrated into her portfolio companies at Data Driven NYC in 2019.

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“I think five of the six companies that I am involved with actively today would say, like, machine learning is a core tenet of, like, what makes your product work.”

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Prediction Not checkable as stated
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Sarah Guo Sep 17, 2019 ▶ 5:54 Fireside Chat: Sarah Guo, General Partner at Greylock (FirstMark's Data Driven NYC)
Assertion Supported
Sarah Guo: Growth-stage startup valuation multiples have skyrocketed
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Sarah Guo Sep 17, 2019 ▶ 6:27 Fireside Chat: Sarah Guo, General Partner at Greylock (FirstMark's Data Driven NYC)
Disclosure
Guo: Greylock maintains a single fund rather than multi-billion opportunity vehicles
“Unlike many of our you know, colleagues in the venture ecosystem, we have not raised, An extra ten billion dollars and, like, spread it into different funds. We have one fund.”
Sarah Guo Sep 17, 2019 ▶ 7:00 Fireside Chat: Sarah Guo, General Partner at Greylock (FirstMark's Data Driven NYC)
Prediction Held up
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“And I think the other interesting thing for us to think about is, like, I think the software piece of that is going to grow faster than the services piece.”
Sarah Guo Sep 17, 2019 ▶ 12:15 Fireside Chat: Sarah Guo, General Partner at Greylock (FirstMark's Data Driven NYC)
Assertion Partly supported
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Insight
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