Conviction

3 statements across 3 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2023 by Sarah Guo · said 22 times in 15 episodes since 2023 · across every show →

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brought up most by Sarah Guo (16), Elad Gil (6)

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2026 3 mentions in 2 episodes 2 per episode
2025 5 mentions in 5 episodes 1 per episode
2024 6 mentions in 5 episodes 1 per episode
2023 8 mentions in 3 episodes 3 per episode

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Everything said about Conviction, oldest first

Jun 8, 2023 bearish
Opinion
Guo: Expanding context windows to 1M tokens will not naively solve LLM context challenges
“The idea that like a hundred K or even a million tokens is going to solve all our problems. And like, you just ask your questions and dump in all context naively is ridiculous to me. I think it's a really important area of product and research work.”
Sarah Guo Jun 8, 2023 ▶ 12:36 No Priors Ep. 20 | With Sarah Guo and Elad Gil
Jan 18, 2024 bullish
Prediction Not checkable as stated
Guo: Teams will adopt domain-specific and fine-tuned embedding models
“I think people are going to end up with domain-specific and even fine-tuned embeddings models from companies like Voyage or in-house because there's a, I think there's a lot of headroom on performance there.”
Sarah Guo Jan 18, 2024 ▶ 14:51 No Priors Ep. 47 | With Sourcegraph CTO Beyang Liu
Mar 20, 2026 positive
Disclosure
Guo: Conviction portfolio team exclusively dictates to AI agents without typing
“We have a we have a team that we work with at Conviction that their setup is everybody is like, you know, none of the engineers write code by hand and they, they're all microphoned and they just like whisper to their agents all the time.”
Sarah Guo Mar 20, 2026 ▶ 3:03 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
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